MA
Modus Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.88M | Buy |
27,191
+145
| +0.5% | +$42K | 2.34% | 10 |
|
|
2025
Q1 | $6.63M | Buy |
27,046
+384
| +1% | +$94.2K | 2.17% | 8 |
|
|
2024
Q4 | $6.39M | Buy |
26,662
+194
| +0.7% | +$46.5K | 2% | 14 |
|
|
2024
Q3 | $5.58M | Buy |
26,468
+59
| +0.2% | +$12.4K | 1.83% | 20 |
|
|
2024
Q2 | $5.34M | Buy |
26,409
+297
| +1% | +$60.1K | 1.89% | 18 |
|
|
2024
Q1 | $5.23M | Buy |
26,112
+336
| +1% | +$67.3K | 1.94% | 19 |
|
|
2023
Q4 | $4.38M | Buy |
25,776
+318
| +1% | +$54.1K | 1.78% | 20 |
|
|
2023
Q3 | $3.69M | Buy |
25,458
+292
| +1% | +$42.3K | 1.61% | 22 |
|
|
2023
Q2 | $3.66M | Buy |
25,166
+639
| +3% | +$92.9K | 1.57% | 21 |
|
|
2023
Q1 | $3.2M | Buy |
24,527
+181
| +0.7% | +$23.6K | 1.47% | 24 |
|
|
2022
Q4 | $3.26M | Buy |
24,346
+1,176
| +5% | +$158K | 1.58% | 21 |
|
|
2022
Q3 | $2.42M | Buy |
23,170
+510
| +2% | +$53.3K | 1.27% | 29 |
|
|
2022
Q2 | $2.55M | Buy |
22,660
+1,280
| +6% | +$144K | 1.29% | 29 |
|
|
2022
Q1 | $2.92M | Buy |
21,380
+850
| +4% | +$116K | 1.28% | 29 |
|
|
2021
Q4 | $3.25M | Sell |
20,530
-997
| -5% | -$158K | 1.38% | 27 |
|
|
2021
Q3 | $3.52M | Buy |
21,527
+97
| +0.5% | +$15.9K | 1.52% | 25 |
|
|
2021
Q2 | $3.33M | Buy |
21,430
+116
| +0.5% | +$18K | 1.4% | 26 |
|
|
2021
Q1 | $3.25M | Sell |
21,314
-6,890
| -24% | -$1.05M | 1.5% | 25 |
|
|
2020
Q4 | $3.58M | Buy |
28,204
+934
| +3% | +$119K | 1.85% | 19 |
|
|
2020
Q3 | $2.63M | Buy |
27,270
+16,030
| +143% | +$1.54M | 1.51% | 21 |
|
|
2020
Q2 | $1.06M | Buy |
11,240
+6,546
| +139% | +$616K | 0.69% | 40 |
|
|
2020
Q1 | $423K | Buy |
4,694
+3,004
| +178% | +$271K | 0.39% | 42 |
|
|
2019
Q4 | $236K | Buy |
+1,690
| New | +$236K | 0.19% | 63 |
|