McAdam LLC’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.65M | Buy |
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|
2025
Q2 | $1.45M | Buy |
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|
2025
Q1 | $1.21M | Buy |
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|
2024
Q4 | $1.15M | Buy |
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|
2024
Q3 | $898K | Buy |
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|
2024
Q2 | $797K | Buy |
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|
2024
Q1 | $698K | Buy |
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|
2023
Q4 | $550K | Sell |
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|
2023
Q3 | $475K | Buy |
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|
2023
Q2 | $420K | Buy |
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|
2023
Q1 | $297K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $54K | Buy |
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|
2018
Q2 | $35K | Sell |
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|
2018
Q1 | $38K | Buy |
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