MAM
Milestone Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Sell |
6,662
-12,117
| -65% | -$3.51M | 0.41% | 48 |
|
|
2025
Q1 | $4.61M | Buy |
18,779
+11,348
| +153% | +$2.78M | 0.98% | 21 |
|
|
2024
Q4 | $1.78M | Sell |
7,431
-1,052
| -12% | -$252K | 0.39% | 69 |
|
|
2024
Q3 | $1.79M | Buy |
8,483
+615
| +8% | +$130K | 0.4% | 53 |
|
|
2024
Q2 | $1.59M | Buy |
7,868
+3,793
| +93% | +$767K | 0.4% | 49 |
|
|
2024
Q1 | $816K | Buy |
4,075
+1,722
| +73% | +$345K | 0.23% | 84 |
|
|
2023
Q4 | $400K | Sell |
2,353
-16
| -0.7% | -$2.72K | 0.13% | 47 |
|
|
2023
Q3 | $341K | Buy |
2,369
+153
| +7% | +$22K | 0.12% | 55 |
|
|
2023
Q2 | $322K | Sell |
2,216
-130
| -6% | -$18.9K | 0.14% | 45 |
|
|
2023
Q1 | $306K | Buy |
2,346
+31
| +1% | +$4.04K | 0.17% | 52 |
|
|
2022
Q4 | $318K | Buy |
+2,315
| New | +$318K | 0.19% | 44 |
|