Menard Financial Group’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 | $2.18M | Buy |
7,510
+1,334
| +22% | +$387K | 1.29% | 17 |
|
|
2025
Q1 | $1.54M | Buy |
6,176
+100
| +2% | +$24.9K | 1.01% | 21 |
|
|
2024
Q4 | $1.46M | Buy |
6,076
+82
| +1% | +$19.7K | 0.87% | 26 |
|
|
2024
Q3 | $1.26M | Sell |
5,994
-32
| -0.5% | -$6.75K | 0.83% | 26 |
|
|
2024
Q2 | $1.22M | Sell |
6,026
-2
| -0% | -$405 | 0.87% | 23 |
|
|
2024
Q1 | $1.21M | Buy |
6,028
+385
| +7% | +$77.1K | 1.02% | 22 |
|
|
2023
Q4 | $960K | Buy |
5,643
+67
| +1% | +$11.4K | 1.19% | 19 |
|
|
2023
Q3 | $809K | Buy |
5,576
+311
| +6% | +$45.1K | 1.17% | 20 |
|
|
2023
Q2 | $766K | Sell |
5,265
-16
| -0.3% | -$2.33K | 1.57% | 14 |
|
|
2023
Q1 | $688K | Sell |
5,281
-388
| -7% | -$50.6K | 1.59% | 17 |
|
|
2022
Q4 | $760K | Sell |
5,669
-1,563
| -22% | -$210K | 1.81% | 15 |
|
|
2022
Q3 | $756K | Buy |
7,232
+149
| +2% | +$15.6K | 1.37% | 14 |
|
|
2022
Q2 | $798K | Sell |
7,083
-747
| -10% | -$84.2K | 1.31% | 20 |
|
|
2022
Q1 | $1.07M | Sell |
7,830
-643
| -8% | -$87.6K | 1.05% | 20 |
|
|
2021
Q4 | $1.34M | Buy |
8,473
+53
| +0.6% | +$8.39K | 1.1% | 18 |
|
|
2021
Q3 | $1.38M | Buy |
8,420
+167
| +2% | +$27.3K | 1.21% | 15 |
|
|
2021
Q2 | $1.28M | Buy |
8,253
+422
| +5% | +$65.7K | 1.22% | 19 |
|
|
2021
Q1 | $1.19M | Sell |
7,831
-14
| -0.2% | -$2.13K | 1.28% | 19 |
|
|
2020
Q4 | $997K | Sell |
7,845
-254
| -3% | -$32.3K | 1.07% | 23 |
|
|
2020
Q3 | $780K | Buy |
8,099
+848
| +12% | +$81.7K | 0.9% | 23 |
|
|
2020
Q2 | $682K | Buy |
+7,251
| New | +$682K | 0.85% | 22 |
|
|
2020
Q1 | – | Sell |
-7,683
| Closed | -$1.07M | – | 73 |
|
|
2019
Q4 | $1.07M | Buy |
+7,683
| New | +$1.07M | 1.03% | 28 |
|