ML
McAdam LLC’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
4,993
+59
| +1% | +$17.1K | 0.08% | 118 |
|
|
2025
Q1 | $1.21M | Buy |
4,934
+135
| +3% | +$33.1K | 0.07% | 116 |
|
|
2024
Q4 | $1.15M | Buy |
4,799
+540
| +13% | +$129K | 0.06% | 127 |
|
|
2024
Q3 | $898K | Buy |
4,259
+320
| +8% | +$67.5K | 0.05% | 142 |
|
|
2024
Q2 | $797K | Buy |
3,939
+456
| +13% | +$92.2K | 0.05% | 134 |
|
|
2024
Q1 | $698K | Buy |
3,483
+250
| +8% | +$50.1K | 0.04% | 144 |
|
|
2023
Q4 | $550K | Sell |
3,233
-41
| -1% | -$6.98K | 0.04% | 156 |
|
|
2023
Q3 | $475K | Buy |
3,274
+387
| +13% | +$56.1K | 0.04% | 161 |
|
|
2023
Q2 | $420K | Buy |
2,887
+611
| +27% | +$88.9K | 0.03% | 169 |
|
|
2023
Q1 | $297K | Buy |
+2,276
| New | +$297K | 0.03% | 199 |
|
|
2018
Q4 | – | Sell |
-472
| Closed | -$54K | – | 353 |
|
|
2018
Q3 | $54K | Buy |
472
+135
| +40% | +$15.4K | 0.02% | 160 |
|
|
2018
Q2 | $35K | Sell |
337
-9
| -3% | -$935 | 0.01% | 186 |
|
|
2018
Q1 | $38K | Buy |
+346
| New | +$38K | 0.02% | 178 |
|