MJP Associates’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 | $4.46M | Buy |
15,376
+361
| +2% | +$105K | 0.66% | 24 |
|
|
2025
Q1 | $3.68M | Hold |
15,015
| – | – | 0.66% | 24 |
|
|
2024
Q4 | $3.6M | Buy |
15,015
+541
| +4% | +$130K | 0.65% | 24 |
|
|
2024
Q3 | $3.05M | Buy |
14,474
+518
| +4% | +$109K | 0.58% | 26 |
|
|
2024
Q2 | $2.82M | Sell |
13,956
-647
| -4% | -$131K | 0.59% | 26 |
|
|
2024
Q1 | $2.92M | Buy |
14,603
+2,373
| +19% | +$475K | 0.64% | 25 |
|
|
2023
Q4 | $2.08M | Buy |
12,230
+3,014
| +33% | +$513K | 0.55% | 25 |
|
|
2023
Q3 | $1.34M | Sell |
9,216
-2,922
| -24% | -$424K | 0.39% | 24 |
|
|
2023
Q2 | $1.77M | Sell |
12,138
-379
| -3% | -$55.1K | 0.58% | 22 |
|
|
2023
Q1 | $1.63M | Buy |
12,517
+537
| +4% | +$70K | 0.5% | 20 |
|
|
2022
Q4 | $1.61M | Buy |
11,980
+517
| +5% | +$69.3K | 0.47% | 23 |
|
|
2022
Q3 | $1.2M | Buy |
11,463
+350
| +3% | +$36.6K | 0.36% | 29 |
|
|
2022
Q2 | $1.25M | Buy |
11,113
+566
| +5% | +$63.7K | 0.35% | 30 |
|
|
2022
Q1 | $1.44M | Buy |
10,547
+1,937
| +22% | +$264K | 0.36% | 30 |
|
|
2021
Q4 | $1.39M | Sell |
8,610
-725
| -8% | -$117K | 0.41% | 32 |
|
|
2021
Q3 | $1.53M | Buy |
9,335
+369
| +4% | +$60.4K | 0.52% | 29 |
|
|
2021
Q2 | $1.4M | Buy |
8,966
+287
| +3% | +$44.7K | 0.47% | 32 |
|
|
2021
Q1 | $1.32M | Buy |
8,679
+117
| +1% | +$17.8K | 0.54% | 32 |
|
|
2020
Q4 | $1.09M | Buy |
+8,562
| New | +$1.09M | 0.46% | 33 |
|