MMBG Investment Advisors’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 | $41.5M | Sell |
143,207
-1,708
| -1% | -$495K | 4.13% | 6 |
|
|
2025
Q1 | $35.5M | Sell |
144,915
-1,391
| -1% | -$341K | 4.02% | 7 |
|
|
2024
Q4 | $35.1M | Sell |
146,306
-10,276
| -7% | -$2.46M | 3.72% | 7 |
|
|
2024
Q3 | $33M | Sell |
156,582
-188
| -0.1% | -$39.6K | 3.45% | 8 |
|
|
2024
Q2 | $31.7M | Sell |
156,770
-12,980
| -8% | -$2.63M | 3.4% | 8 |
|
|
2024
Q1 | $34M | Sell |
169,750
-370
| -0.2% | -$74.1K | 3.59% | 8 |
|
|
2023
Q4 | $28.9M | Buy |
170,120
+7,235
| +4% | +$1.23M | 3.41% | 8 |
|
|
2023
Q3 | $23.6M | Sell |
162,885
-7,550
| -4% | -$1.09M | 2.98% | 8 |
|
|
2023
Q2 | $23.6M | Sell |
170,435
-5,189
| -3% | -$719K | 2.87% | 8 |
|
|
2023
Q1 | $22.9M | Sell |
175,624
-33,750
| -16% | -$4.4M | 2.9% | 8 |
|
|
2022
Q4 | $28.1M | Sell |
209,374
-8,265
| -4% | -$1.11M | 3.72% | 5 |
|
|
2022
Q3 | $22.7M | Buy |
217,639
+3,188
| +1% | +$333K | 3.04% | 8 |
|
|
2022
Q2 | $24.1M | Buy |
214,451
+8,134
| +4% | +$916K | 3% | 8 |
|
|
2022
Q1 | $28.1M | Buy |
206,317
+5,407
| +3% | +$737K | 2.93% | 8 |
|
|
2021
Q4 | $31.8M | Buy |
+200,910
| New | +$31.8M | 3.06% | 7 |
|