Mezzasalma Advisors’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
Q3 | $481K | Hold |
|
|||||
|
2025
Q2 | $442K | Buy |
|
|||||
|
2025
Q1 | $336K | Buy |
|
|||||
|
2024
Q4 | $306K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $416K | Sell |
|
|||||
|
2023
Q4 | $355K | Sell |
|
|||||
|
2023
Q3 | $312K | Buy |
|
|||||
|
2023
Q2 | $303K | Buy |
|
|||||
|
2023
Q1 | $263K | Hold |
|
|||||
|
2022
Q4 | $271K | Hold |
|
|||||
|
2022
Q3 | $211K | Hold |
|
|||||
|
2022
Q2 | $227K | Hold |
|
|||||
|
2022
Q1 | $275K | Sell |
|
|||||
|
2021
Q4 | $331K | Hold |
|
|||||
|
2021
Q3 | $342K | Buy |
|
|||||
|
2021
Q2 | $325K | Hold |
|
|||||
|
2021
Q1 | $318K | Buy |
|
|||||
|
2020
Q4 | $263K | Buy |
|