MeadowBrook Investment Advisors’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 | $5.01M | Sell |
17,265
-247
| -1% | -$71.6K | 4.47% | 5 |
|
|
2025
Q1 | $4.3M | Sell |
17,512
-315
| -2% | -$77.3K | 4.01% | 4 |
|
|
2024
Q4 | $4.27M | Sell |
17,827
-267
| -1% | -$64K | 3.79% | 5 |
|
|
2024
Q3 | $3.82M | Sell |
18,094
-15
| -0.1% | -$3.16K | 3.44% | 5 |
|
|
2024
Q2 | $3.66M | Sell |
18,109
-82
| -0.5% | -$16.6K | 3.47% | 6 |
|
|
2024
Q1 | $3.64M | Sell |
18,191
-764
| -4% | -$153K | 3.39% | 5 |
|
|
2023
Q4 | $3.22M | Buy |
+18,955
| New | +$3.22M | 3.08% | 5 |
|