MBA Advisors’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 | $2.29M | Sell |
7,909
-523
| -6% | -$152K | 1.06% | 22 |
|
|
2025
Q1 | $2.07M | Sell |
8,432
-165
| -2% | -$40.5K | 1.02% | 25 |
|
|
2024
Q4 | $2.06M | Sell |
8,597
-2,863
| -25% | -$686K | 1.03% | 25 |
|
|
2024
Q3 | $2.42M | Sell |
11,460
-152
| -1% | -$32.1K | 1.16% | 24 |
|
|
2024
Q2 | $2.35M | Sell |
11,612
-130
| -1% | -$26.3K | 1.2% | 23 |
|
|
2024
Q1 | $2.35M | Sell |
11,742
-85
| -0.7% | -$17K | 1.22% | 23 |
|
|
2023
Q4 | $2.01M | Buy |
11,827
+40
| +0.3% | +$6.8K | 1.12% | 25 |
|
|
2023
Q3 | $1.71M | Buy |
11,787
+4
| +0% | +$580 | 1.05% | 26 |
|
|
2023
Q2 | $1.71M | Sell |
11,783
-396
| -3% | -$57.6K | 1.02% | 26 |
|
|
2023
Q1 | $1.59M | Buy |
12,179
+35
| +0.3% | +$4.56K | 0.99% | 30 |
|
|
2022
Q4 | $1.63M | Buy |
12,144
+146
| +1% | +$19.6K | 1.07% | 29 |
|
|
2022
Q3 | $1.25M | Buy |
11,998
+722
| +6% | +$75.5K | 0.91% | 31 |
|
|
2022
Q2 | $1.27M | Sell |
11,276
-2
| -0% | -$225 | 0.87% | 33 |
|
|
2022
Q1 | $1.54M | Buy |
11,278
+4
| +0% | +$545 | 0.95% | 29 |
|
|
2021
Q4 | $1.79M | Buy |
11,274
+3,839
| +52% | +$608K | 1.11% | 28 |
|
|
2021
Q3 | $1.22M | Buy |
7,435
+3
| +0% | +$491 | 0.9% | 33 |
|
|
2021
Q2 | $1.16K | Sell |
7,432
-36
| -0.5% | -$6 | 0.54% | 36 |
|
|
2021
Q1 | $1.14K | Buy |
+7,468
| New | +$1.14K | 0.62% | 36 |
|