MFA
Mayflower Financial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.19M | Sell |
17,916
-711
| -4% | -$206K | 0.72% | 36 |
|
|
2025
Q1 | $4.57M | Sell |
18,627
-571
| -3% | -$140K | 0.69% | 35 |
|
|
2024
Q4 | $4.6M | Sell |
19,198
-181
| -0.9% | -$43.4K | 0.69% | 36 |
|
|
2024
Q3 | $4.09M | Buy |
19,379
+261
| +1% | +$55K | 0.62% | 40 |
|
|
2024
Q2 | $3.87M | Sell |
19,118
-984
| -5% | -$199K | 0.63% | 38 |
|
|
2024
Q1 | $4.03M | Sell |
20,102
-230
| -1% | -$46.1K | 0.67% | 36 |
|
|
2023
Q4 | $3.46M | Sell |
20,332
-874
| -4% | -$149K | 0.48% | 51 |
|
|
2023
Q3 | $3.08M | Sell |
21,206
-465
| -2% | -$67.4K | 0.46% | 50 |
|
|
2023
Q2 | $3.15M | Sell |
21,671
-853
| -4% | -$124K | 0.41% | 56 |
|
|
2023
Q1 | $2.94M | Buy |
22,524
+715
| +3% | +$93.2K | 0.39% | 61 |
|
|
2022
Q4 | $2.92M | Buy |
21,809
+1,142
| +6% | +$153K | 0.41% | 54 |
|
|
2022
Q3 | $2.16M | Sell |
20,667
-1,434
| -6% | -$150K | 0.35% | 63 |
|
|
2022
Q2 | $2.49M | Sell |
22,101
-420
| -2% | -$47.3K | 0.38% | 56 |
|
|
2022
Q1 | $3.07M | Sell |
22,521
-2,800
| -11% | -$382K | 0.41% | 53 |
|
|
2021
Q4 | $4.01M | Buy |
25,321
+42
| +0.2% | +$6.65K | 0.53% | 41 |
|
|
2021
Q3 | $4.26M | Sell |
25,279
-906
| -3% | -$153K | 0.58% | 39 |
|
|
2021
Q2 | $4.07M | Sell |
26,185
-676
| -3% | -$105K | 0.56% | 37 |
|
|
2021
Q1 | $4.09M | Sell |
26,861
-160
| -0.6% | -$24.4K | 0.61% | 34 |
|
|
2020
Q4 | $3.43M | Buy |
+27,021
| New | +$3.43M | 0.59% | 36 |
|