Mendel Money Management’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 | $2.26M | Sell |
7,808
-279
| -3% | -$80.9K | 1% | 35 |
|
|
2025
Q1 | $1.98M | Buy |
8,087
+208
| +3% | +$51K | 0.94% | 39 |
|
|
2024
Q4 | $1.89M | Sell |
7,879
-140
| -2% | -$33.6K | 0.84% | 38 |
|
|
2024
Q3 | $1.69M | Sell |
8,019
-579
| -7% | -$122K | 0.73% | 43 |
|
|
2024
Q2 | $1.74M | Sell |
8,598
-2,048
| -19% | -$414K | 0.81% | 39 |
|
|
2024
Q1 | $2.13M | Sell |
10,646
-175
| -2% | -$35.1K | 0.99% | 34 |
|
|
2023
Q4 | $1.84M | Sell |
10,821
-1,249
| -10% | -$212K | 0.88% | 37 |
|
|
2023
Q3 | $1.75M | Sell |
12,070
-144
| -1% | -$20.9K | 0.94% | 35 |
|
|
2023
Q2 | $1.78M | Sell |
12,214
-7,830
| -39% | -$1.14M | 0.91% | 35 |
|
|
2023
Q1 | $2.61M | Sell |
20,044
-667
| -3% | -$86.9K | 1.41% | 26 |
|
|
2022
Q4 | $2.78M | Sell |
20,711
-592
| -3% | -$79.4K | 1.58% | 22 |
|
|
2022
Q3 | $2.23M | Sell |
21,303
-4,159
| -16% | -$435K | 1.39% | 26 |
|
|
2022
Q2 | $2.87M | Sell |
25,462
-4,886
| -16% | -$550K | 1.71% | 23 |
|
|
2022
Q1 | $4.14M | Sell |
30,348
-913
| -3% | -$124K | 2.02% | 19 |
|
|
2021
Q4 | $4.95M | Sell |
31,261
-338
| -1% | -$53.5K | 2.85% | 15 |
|
|
2021
Q3 | $5.17M | Buy |
31,599
+727
| +2% | +$119K | 3.24% | 11 |
|
|
2021
Q2 | $4.8M | Buy |
30,872
+1,222
| +4% | +$190K | 3.02% | 13 |
|
|
2021
Q1 | $4.51M | Buy |
29,650
+20,780
| +234% | +$3.16M | 2.95% | 13 |
|
|
2020
Q4 | $1.13M | Buy |
8,870
+2,350
| +36% | +$299K | 0.79% | 31 |
|
|
2020
Q3 | $628K | Buy |
6,520
+769
| +13% | +$74.1K | 0.49% | 37 |
|
|
2020
Q2 | $541K | Buy |
+5,751
| New | +$541K | 0.48% | 37 |
|
|
2019
Q4 | $322K | Sell |
2,310
-5
| -0.2% | -$697 | 0.28% | 44 |
|
|
2019
Q3 | $272K | Buy |
2,315
+90
| +4% | +$10.6K | 0.25% | 46 |
|
|
2019
Q2 | $249K | Buy |
+2,225
| New | +$249K | 0.24% | 45 |
|