Mezzasalma Advisors’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 | $442K | Buy |
1,525
+155
| +11% | +$44.9K | 0.13% | 93 |
|
|
2025
Q1 | $336K | Buy |
1,370
+93
| +7% | +$22.8K | 0.12% | 109 |
|
|
2024
Q4 | $306K | Buy |
+1,277
| New | +$306K | 0.1% | 111 |
|
|
2024
Q2 | – | Sell |
-2,078
| Closed | -$416K | – | 93 |
|
|
2024
Q1 | $416K | Sell |
2,078
-10
| -0.5% | -$2K | 0.2% | 60 |
|
|
2023
Q4 | $355K | Sell |
2,088
-63
| -3% | -$10.7K | 0.19% | 58 |
|
|
2023
Q3 | $312K | Buy |
2,151
+68
| +3% | +$9.86K | 0.19% | 61 |
|
|
2023
Q2 | $303K | Buy |
2,083
+63
| +3% | +$9.16K | 0.18% | 68 |
|
|
2023
Q1 | $263K | Hold |
2,020
| – | – | 0.19% | 71 |
|
|
2022
Q4 | $271K | Hold |
2,020
| – | – | 0.24% | 68 |
|
|
2022
Q3 | $211K | Hold |
2,020
| – | – | 0.17% | 71 |
|
|
2022
Q2 | $227K | Hold |
2,020
| – | – | 0.19% | 70 |
|
|
2022
Q1 | $275K | Sell |
2,020
-70
| -3% | -$9.53K | 0.17% | 73 |
|
|
2021
Q4 | $331K | Hold |
2,090
| – | – | 0.18% | 71 |
|
|
2021
Q3 | $342K | Buy |
2,090
+2
| +0.1% | +$327 | 0.19% | 66 |
|
|
2021
Q2 | $325K | Hold |
2,088
| – | – | 0.18% | 68 |
|
|
2021
Q1 | $318K | Buy |
2,088
+20
| +1% | +$3.05K | 0.2% | 67 |
|
|
2020
Q4 | $263K | Buy |
+2,068
| New | +$263K | 0.17% | 76 |
|