Mendel Money Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Sell |
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|
2025
Q1 | $1.98M | Buy |
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|
2024
Q4 | $1.89M | Sell |
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|
2024
Q3 | $1.69M | Sell |
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|
2024
Q2 | $1.74M | Sell |
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|
2024
Q1 | $2.13M | Sell |
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|
2023
Q4 | $1.84M | Sell |
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|
2023
Q3 | $1.75M | Sell |
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|
2023
Q2 | $1.78M | Sell |
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|
2023
Q1 | $2.61M | Sell |
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|
2022
Q4 | $2.78M | Sell |
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|
2022
Q3 | $2.23M | Sell |
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|
2022
Q2 | $2.87M | Sell |
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|
2022
Q1 | $4.14M | Sell |
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|
2021
Q4 | $4.95M | Sell |
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|
2021
Q3 | $5.17M | Buy |
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|
2021
Q2 | $4.8M | Buy |
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|
2021
Q1 | $4.51M | Buy |
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|
2020
Q4 | $1.13M | Buy |
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|
2020
Q3 | $628K | Buy |
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|
2020
Q2 | $541K | Buy |
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|
2019
Q4 | $322K | Sell |
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|
2019
Q3 | $272K | Buy |
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|
2019
Q2 | $249K | Buy |
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