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MKT Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $835K | Buy |
2,876
+7
| +0.2% | +$2.03K | 0.33% | 47 |
|
|
2025
Q1 | $615K | Buy |
2,869
+91
| +3% | +$19.5K | 0.29% | 53 |
|
|
2024
Q4 | $720K | Buy |
2,778
+19
| +0.7% | +$4.93K | 0.31% | 49 |
|
|
2024
Q3 | $572K | Buy |
2,759
+1
| +0% | +$207 | 0.27% | 65 |
|
|
2024
Q2 | $573K | Buy |
2,758
+180
| +7% | +$37.4K | 0.28% | 57 |
|
|
2024
Q1 | $504K | Buy |
2,578
+1
| +0% | +$195 | 0.28% | 69 |
|
|
2023
Q4 | $444K | Buy |
2,577
+40
| +2% | +$6.89K | 0.29% | 73 |
|
|
2023
Q3 | $365K | Sell |
2,537
-5
| -0.2% | -$719 | 0.28% | 73 |
|
|
2023
Q2 | $399K | Hold |
2,542
| – | – | 0.28% | 69 |
|
|
2023
Q1 | $324K | Buy |
2,542
+41
| +2% | +$5.23K | 0.24% | 82 |
|
|
2022
Q4 | $349K | Buy |
2,501
+148
| +6% | +$20.7K | 0.26% | 79 |
|
|
2022
Q3 | $246K | Sell |
2,353
-198
| -8% | -$20.7K | 0.21% | 97 |
|
|
2022
Q2 | $288K | Buy |
2,551
+214
| +9% | +$24.2K | 0.22% | 94 |
|
|
2022
Q1 | $285K | Sell |
2,337
-41
| -2% | -$5K | 0.22% | 97 |
|
|
2021
Q4 | $352K | Buy |
+2,378
| New | +$352K | 0.28% | 81 |
|