Mendota Financial Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $203K | Hold |
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|
2025
Q3 | $199K | Hold |
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|
2025
Q2 | $183K | Sell |
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|
2025
Q1 | $157K | Sell |
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|
2024
Q4 | $179K | Sell |
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|
2024
Q3 | $178K | Sell |
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|
2024
Q2 | $192K | Sell |
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|
2024
Q1 | $224K | Sell |
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|
2023
Q4 | $266K | Buy |
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|
2023
Q3 | $70K | Hold |
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|
2023
Q2 | $70.2K | Sell |
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|
2023
Q1 | $68K | Hold |
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|
2022
Q4 | $66.9K | Buy |
|