MAM
Mirabaud Asset Management’s JPMorgan Chase JPM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12.8M | Buy |
44,453
+778
| +2% | +$223K | 5.94% | 3 |
|
2025
Q1 | $10.6M | Sell |
43,675
-785
| -2% | -$191K | 5.55% | 3 |
|
2024
Q4 | $10.6M | Buy |
44,460
+5,094
| +13% | +$1.22M | 4.95% | 5 |
|
2024
Q3 | $8.29M | Buy |
39,366
+139
| +0.4% | +$29.3K | 3.42% | 8 |
|
2024
Q2 | $7.93M | Buy |
+39,227
| New | +$7.93M | 3.65% | 8 |
|