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
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