MidAtlantic Capital Management’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
2025
Q4
$193K Buy
2025
Q1
Sell
2024
Q4
$144K Sell
2024
Q3
$136K Sell
2024
Q2
$133K Sell
2024
Q1
$146K Sell
2023
Q4
$132K Buy