MGAM
McGowan Group Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Buy |
1,649
+2
| +0.1% | +$580 | 0.06% | 87 |
|
|
2025
Q1 | $404K | Buy |
1,647
+18
| +1% | +$4.41K | 0.05% | 87 |
|
|
2024
Q4 | $390K | Sell |
1,629
-19
| -1% | -$4.55K | 0.05% | 92 |
|
|
2024
Q3 | $347K | Sell |
1,648
-572
| -26% | -$121K | 0.05% | 96 |
|
|
2024
Q2 | $449K | Sell |
2,220
-84
| -4% | -$17K | 0.06% | 82 |
|
|
2024
Q1 | $462K | Sell |
2,304
-49
| -2% | -$9.82K | 0.07% | 81 |
|
|
2023
Q4 | $400K | Sell |
2,353
-22
| -0.9% | -$3.74K | 0.06% | 85 |
|
|
2023
Q3 | $344K | Sell |
2,375
-737
| -24% | -$107K | 0.05% | 93 |
|
|
2023
Q2 | $453K | Buy |
3,112
+836
| +37% | +$122K | 0.07% | 88 |
|
|
2023
Q1 | $297K | Buy |
2,276
+448
| +25% | +$58.4K | 0.05% | 109 |
|
|
2022
Q4 | $245K | Buy |
+1,828
| New | +$245K | 0.04% | 121 |
|
|
2022
Q2 | – | Sell |
-2,352
| Closed | -$321K | – | 125 |
|
|
2022
Q1 | $321K | Buy |
2,352
+840
| +56% | +$115K | 0.05% | 93 |
|
|
2021
Q4 | $239K | Sell |
1,512
-99
| -6% | -$15.6K | 0.04% | 110 |
|
|
2021
Q3 | $264K | Buy |
1,611
+296
| +23% | +$48.5K | 0.04% | 95 |
|
|
2021
Q2 | $205K | Sell |
1,315
-33
| -2% | -$5.14K | 0.03% | 108 |
|
|
2021
Q1 | $205K | Buy |
+1,348
| New | +$205K | 0.03% | 107 |
|