MHR
Matthew Hamilton Rosenberg’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
5,714
-227
| -4% | -$65.8K | 0.39% | 30 |
|
|
2025
Q1 | $1.46M | Buy |
5,941
+206
| +4% | +$50.5K | 0.37% | 33 |
|
|
2024
Q4 | $1.37M | Buy |
5,735
+292
| +5% | +$70K | 0.36% | 34 |
|
|
2024
Q3 | $1.15M | Buy |
5,443
+152
| +3% | +$32K | 0.3% | 36 |
|
|
2024
Q2 | $1.09M | Buy |
5,291
+264
| +5% | +$54.2K | 0.32% | 36 |
|
|
2024
Q1 | $1,000K | Buy |
5,027
+11
| +0.2% | +$2.19K | 0.29% | 38 |
|
|
2023
Q4 | $853K | Buy |
5,016
+112
| +2% | +$19.1K | 0.26% | 41 |
|
|
2023
Q3 | $711K | Sell |
4,904
-122
| -2% | -$17.7K | 0.24% | 44 |
|
|
2023
Q2 | $731K | Sell |
5,026
-852
| -14% | -$124K | 0.25% | 42 |
|
|
2023
Q1 | $766K | Sell |
5,878
-186
| -3% | -$24.2K | 0.25% | 50 |
|
|
2022
Q4 | $813K | Sell |
6,064
-52
| -0.9% | -$6.97K | 0.28% | 52 |
|
|
2022
Q3 | $639K | Buy |
6,116
+292
| +5% | +$30.5K | 0.25% | 54 |
|
|
2022
Q2 | $664K | Sell |
5,824
-152
| -3% | -$17.3K | 0.25% | 53 |
|
|
2022
Q1 | $815K | Buy |
5,976
+256
| +4% | +$34.9K | 0.29% | 49 |
|
|
2021
Q4 | $906K | Buy |
5,720
+174
| +3% | +$27.6K | 0.32% | 47 |
|
|
2021
Q3 | $908K | Buy |
5,546
+1,386
| +33% | +$227K | 0.36% | 39 |
|
|
2021
Q2 | $647K | Buy |
4,160
+215
| +5% | +$33.4K | 0.34% | 35 |
|
|
2021
Q1 | $600K | Buy |
3,945
+89
| +2% | +$13.5K | 0.34% | 35 |
|
|
2020
Q4 | $490K | Buy |
3,856
+212
| +6% | +$26.9K | 0.31% | 38 |
|
|
2020
Q3 | $351K | Sell |
3,644
-127
| -3% | -$12.2K | 0.26% | 48 |
|
|
2020
Q2 | $355K | Buy |
3,771
+300
| +9% | +$28.2K | 0.28% | 42 |
|
|
2020
Q1 | $313K | Buy |
+3,471
| New | +$313K | 0.31% | 39 |
|