Mirabella Financial Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.07M | Sell |
17,402
-43,397
| -71% | -$12.6M | 0.52% | 41 |
|
|
2025
Q1 | $14.9M | Buy |
60,799
+33,907
| +126% | +$8.33M | 0.6% | 36 |
|
|
2024
Q4 | $6.45M | Buy |
+26,892
| New | +$6.45M | 0.59% | 40 |
|
|
2024
Q1 | – | Sell |
-10,672
| Closed | -$1.82M | – | 625 |
|
|
2023
Q4 | $1.82M | Buy |
+10,672
| New | +$1.82M | 0.24% | 92 |
|
|
2023
Q3 | – | Sell |
-15,800
| Closed | -$2.3M | – | 502 |
|
|
2023
Q2 | $2.3M | Buy |
+15,800
| New | +$2.3M | 0.25% | 116 |
|
|
2023
Q1 | – | Sell |
-9,700
| Closed | -$1.3M | – | 498 |
|
|
2022
Q4 | $1.3M | Sell |
9,700
-65,916
| -87% | -$8.84M | 0.12% | 124 |
|
|
2022
Q3 | $8.03M | Buy |
75,616
+73,372
| +3,270% | +$7.79M | 0.83% | 17 |
|
|
2022
Q2 | $253K | Buy |
+2,244
| New | +$253K | 0.02% | 359 |
|
|
2021
Q3 | – | Sell |
-5,496
| Closed | -$855K | – | 490 |
|
|
2021
Q2 | $855K | Sell |
5,496
-967
| -15% | -$150K | 0.15% | 131 |
|
|
2021
Q1 | $984K | Sell |
6,463
-86,081
| -93% | -$13.1M | 0.31% | 85 |
|
|
2020
Q4 | $11.8M | Buy |
92,544
+83,858
| +965% | +$10.7M | 1.47% | 12 |
|
|
2020
Q3 | $836K | Sell |
8,686
-42,039
| -83% | -$4.05M | 0.11% | 95 |
|
|
2020
Q2 | $8.76M | Buy |
+50,725
| New | +$8.76M | 2.11% | 8 |
|
|
2020
Q1 | – | Sell |
-13,800
| Closed | -$1.92M | – | 117 |
|
|
2019
Q4 | $1.92M | Buy |
+13,800
| New | +$1.92M | 0.35% | 69 |
|