Mendota 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 | $183K | Sell |
631
-8
| -1% | -$2.32K | 0.17% | 27 |
|
|
2025
Q1 | $157K | Sell |
639
-108
| -14% | -$26.5K | 0.17% | 23 |
|
|
2024
Q4 | $179K | Sell |
747
-95
| -11% | -$22.8K | 0.12% | 49 |
|
|
2024
Q3 | $178K | Sell |
842
-110
| -12% | -$23.2K | 0.08% | 72 |
|
|
2024
Q2 | $192K | Sell |
952
-167
| -15% | -$33.8K | 0.1% | 56 |
|
|
2024
Q1 | $224K | Sell |
1,119
-442
| -28% | -$88.5K | 0.13% | 51 |
|
|
2023
Q4 | $266K | Buy |
1,561
+1,078
| +223% | +$183K | 0.21% | 52 |
|
|
2023
Q3 | $70K | Hold |
483
| – | – | 0.07% | 118 |
|
|
2023
Q2 | $70.2K | Sell |
483
-16
| -3% | -$2.33K | 0.08% | 114 |
|
|
2023
Q1 | $68K | Hold |
499
| – | – | 0.07% | 123 |
|
|
2022
Q4 | $66.9K | Buy |
+499
| New | +$66.9K | 0.09% | 120 |
|