MCM
Mendel Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Sell |
9,057
-140
| -2% | -$40.6K | 1.5% | 13 |
|
|
2025
Q1 | $2.26M | Buy |
9,197
+105
| +1% | +$25.8K | 1.37% | 12 |
|
|
2024
Q4 | $2.18M | Buy |
9,092
+206
| +2% | +$49.4K | 1.32% | 12 |
|
|
2024
Q3 | $1.87M | Buy |
8,886
+120
| +1% | +$25.3K | 1.15% | 14 |
|
|
2024
Q2 | $1.77M | Sell |
8,766
-94
| -1% | -$19K | 1.15% | 13 |
|
|
2024
Q1 | $1.77M | Sell |
8,860
-764
| -8% | -$153K | 1.17% | 16 |
|
|
2023
Q4 | $1.64M | Buy |
9,624
+102
| +1% | +$17.4K | 1.18% | 13 |
|
|
2023
Q3 | $1.38M | Buy |
9,522
+16
| +0.2% | +$2.32K | 1.13% | 17 |
|
|
2023
Q2 | $1.38M | Sell |
9,506
-37
| -0.4% | -$5.38K | 1.11% | 16 |
|
|
2023
Q1 | $1.24M | Buy |
9,543
+53
| +0.6% | +$6.91K | 1.12% | 17 |
|
|
2022
Q4 | $1.27M | Buy |
9,490
+163
| +2% | +$21.9K | 1.33% | 15 |
|
|
2022
Q3 | $975K | Buy |
9,327
+323
| +4% | +$33.8K | 1.14% | 18 |
|
|
2022
Q2 | $1.01M | Sell |
9,004
-149
| -2% | -$16.8K | 1.13% | 17 |
|
|
2022
Q1 | $1.25M | Buy |
9,153
+330
| +4% | +$45K | 1.18% | 15 |
|
|
2021
Q4 | $1.4M | Buy |
+8,823
| New | +$1.4M | 1.28% | 13 |
|