McNamara Financial Services’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 | $632K | Hold |
2,181
| – | – | 0.13% | 46 |
|
|
2025
Q1 | $535K | Buy |
+2,181
| New | +$535K | 0.12% | 50 |
|
|
2024
Q4 | – | Sell |
-2,232
| Closed | -$471K | – | 86 |
|
|
2024
Q3 | $471K | Buy |
+2,232
| New | +$471K | 0.09% | 51 |
|
|
2016
Q1 | – | Sell |
-27,000
| Closed | -$1.78M | – | 64 |
|
|
2015
Q4 | $1.78M | Buy |
+27,000
| New | +$1.78M | 1.75% | 32 |
|