MAM
McCarthy Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-708
| Closed | -$97K | – | 164 |
|
|
2022
Q1 | $97K | Hold |
708
| – | – | 0.07% | 58 |
|
|
2021
Q4 | $112K | Hold |
708
| – | – | 0.08% | 54 |
|
|
2021
Q3 | $116K | Hold |
708
| – | – | 0.09% | 50 |
|
|
2021
Q2 | $110K | Buy |
708
+198
| +39% | +$30.8K | 0.08% | 56 |
|
|
2021
Q1 | $78K | Hold |
510
| – | – | 0.06% | 70 |
|
|
2020
Q4 | $65K | Buy |
+510
| New | +$65K | 0.05% | 76 |
|