MTC
Matrix Trust Company’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Sell |
9,952
-73
| -0.7% | -$21.2K | 0.46% | 30 |
|
|
2025
Q1 | $2.46M | Sell |
10,025
-154
| -2% | -$37.8K | 0.41% | 29 |
|
|
2024
Q4 | $2.44M | Buy |
10,179
+43
| +0.4% | +$10.3K | 0.42% | 30 |
|
|
2024
Q3 | $2.14M | Sell |
10,136
-21
| -0.2% | -$4.43K | 0.4% | 34 |
|
|
2024
Q2 | $2.05M | Buy |
10,157
+79
| +0.8% | +$16K | 0.46% | 28 |
|
|
2024
Q1 | $2.02M | Buy |
10,078
+129
| +1% | +$25.8K | 0.46% | 27 |
|
|
2023
Q4 | $1.69M | Sell |
9,949
-97
| -1% | -$16.5K | 0.4% | 33 |
|
|
2023
Q3 | $1.46M | Sell |
10,046
-3,226
| -24% | -$468K | 0.38% | 37 |
|
|
2023
Q2 | $1.93M | Buy |
13,272
+914
| +7% | +$133K | 0.5% | 24 |
|
|
2023
Q1 | $1.61M | Buy |
12,358
+4,495
| +57% | +$586K | 0.43% | 27 |
|
|
2022
Q4 | $1.05M | Buy |
7,863
+1,925
| +32% | +$258K | 0.27% | 44 |
|
|
2022
Q3 | $621K | Buy |
5,938
+1,726
| +41% | +$181K | 0.18% | 44 |
|
|
2022
Q2 | $474K | Buy |
4,212
+2,760
| +190% | +$311K | 0.13% | 46 |
|
|
2022
Q1 | $198K | Buy |
+1,452
| New | +$198K | 0.05% | 46 |
|