MB, Levis & Associates’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.13M | Sell |
14,240
-165
| -1% | -$47.8K | 1.81% | 13 |
|
|
2025
Q1 | $3.53M | Sell |
14,405
-8
| -0.1% | -$1.96K | 1.64% | 14 |
|
|
2024
Q4 | $3.45M | Sell |
14,413
-84
| -0.6% | -$20.1K | 1.73% | 13 |
|
|
2024
Q3 | $3.06M | Buy |
14,497
+30
| +0.2% | +$6.33K | 1.51% | 14 |
|
|
2024
Q2 | $2.93M | Buy |
14,467
+28
| +0.2% | +$5.66K | 1.54% | 13 |
|
|
2024
Q1 | $2.89M | Sell |
14,439
-22
| -0.2% | -$4.41K | 1.55% | 14 |
|
|
2023
Q4 | $2.46M | Buy |
14,461
+68
| +0.5% | +$11.6K | 1.41% | 13 |
|
|
2023
Q3 | $2.09M | Sell |
14,393
-65
| -0.4% | -$9.43K | 1.35% | 16 |
|
|
2023
Q2 | $2.1M | Sell |
14,458
-27
| -0.2% | -$3.93K | 1.35% | 14 |
|
|
2023
Q1 | $1.89M | Buy |
14,485
+228
| +2% | +$29.7K | 1.31% | 15 |
|
|
2022
Q4 | $1.91M | Buy |
+14,257
| New | +$1.91M | 1.5% | 15 |
|