MCM
Mattern Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
4,469
+1,076
| +32% | +$312K | 0.16% | 99 |
|
|
2025
Q1 | $832K | Buy |
3,393
+143
| +4% | +$35.1K | 0.11% | 108 |
|
|
2024
Q4 | $779K | Sell |
3,250
-263
| -7% | -$63K | 0.1% | 102 |
|
|
2024
Q3 | $741K | Buy |
3,513
+318
| +10% | +$67.1K | 0.09% | 101 |
|
|
2024
Q2 | $646K | Buy |
3,195
+553
| +21% | +$112K | 0.09% | 104 |
|
|
2024
Q1 | $529K | Buy |
+2,642
| New | +$529K | 0.07% | 107 |
|