MidAtlantic Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-600
| Closed | -$144K | – | 152 |
|
|
2024
Q4 | $144K | Sell |
600
-43
| -7% | -$10.3K | 0.11% | 96 |
|
|
2024
Q3 | $136K | Sell |
643
-16
| -2% | -$3.37K | 0.1% | 95 |
|
|
2024
Q2 | $133K | Sell |
659
-71
| -10% | -$14.4K | 0.11% | 92 |
|
|
2024
Q1 | $146K | Sell |
730
-46
| -6% | -$9.21K | 0.13% | 90 |
|
|
2023
Q4 | $132K | Buy |
+776
| New | +$132K | 0.13% | 88 |
|