MGIA
Moneta Group Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.2M | Buy |
73,131
+9,553
| +15% | +$2.77M | 0.25% | 60 |
|
|
2025
Q1 | $15.6M | Buy |
63,578
+1,228
| +2% | +$301K | 0.22% | 67 |
|
|
2024
Q4 | $14.9M | Buy |
62,350
+1,450
| +2% | +$348K | 0.21% | 68 |
|
|
2024
Q3 | $12.8M | Buy |
60,900
+1,337
| +2% | +$282K | 0.19% | 74 |
|
|
2024
Q2 | $12M | Buy |
59,563
+2,749
| +5% | +$556K | 0.19% | 70 |
|
|
2024
Q1 | $11.4M | Buy |
56,814
+5,590
| +11% | +$1.12M | 0.19% | 75 |
|
|
2023
Q4 | $8.71M | Sell |
51,224
-44,647
| -47% | -$7.59M | 0.17% | 77 |
|
|
2023
Q3 | $13.9M | Sell |
95,871
-52
| -0.1% | -$7.54K | 0.32% | 56 |
|
|
2023
Q2 | $14M | Sell |
95,923
-2,708
| -3% | -$394K | 0.31% | 53 |
|
|
2023
Q1 | $12.9M | Buy |
98,631
+10,411
| +12% | +$1.36M | 0.31% | 56 |
|
|
2022
Q4 | $12.3M | Sell |
88,220
-4,450
| -5% | -$623K | 0.34% | 54 |
|
|
2022
Q3 | $9.68M | Buy |
92,670
+224
| +0.2% | +$23.4K | 0.37% | 58 |
|
|
2022
Q2 | $10.7M | Buy |
92,446
+6,420
| +7% | +$740K | 0.36% | 62 |
|
|
2022
Q1 | $11.7M | Buy |
86,026
+42,471
| +98% | +$5.79M | 0.46% | 51 |
|
|
2021
Q4 | $6.9M | Buy |
43,555
+2,661
| +7% | +$421K | 0.28% | 68 |
|
|
2021
Q3 | $6.69M | Buy |
40,894
+994
| +2% | +$163K | 0.31% | 65 |
|
|
2021
Q2 | $6.21M | Buy |
39,900
+1,465
| +4% | +$228K | 0.29% | 72 |
|
|
2021
Q1 | $5.85M | Buy |
38,435
+13,779
| +56% | +$2.1M | 0.31% | 69 |
|
|
2020
Q4 | $3.13M | Buy |
24,656
+3,279
| +15% | +$417K | 0.23% | 79 |
|
|
2020
Q3 | $2.06M | Sell |
21,377
-24
| -0.1% | -$2.31K | 0.18% | 86 |
|
|
2020
Q2 | $2.01M | Buy |
21,401
+2,474
| +13% | +$233K | 0.19% | 86 |
|
|
2020
Q1 | $1.7M | Sell |
18,927
-1,145
| -6% | -$103K | 0.18% | 84 |
|
|
2019
Q4 | $2.8M | Buy |
20,072
+300
| +2% | +$41.8K | 0.23% | 66 |
|
|
2019
Q3 | $2.33M | Buy |
19,772
+1,248
| +7% | +$147K | 0.22% | 77 |
|
|
2019
Q2 | $2.07M | Buy |
18,524
+525
| +3% | +$58.7K | 0.2% | 74 |
|
|
2019
Q1 | $1.82M | Buy |
17,999
+349
| +2% | +$35.3K | 0.19% | 78 |
|
|
2018
Q4 | $1.72M | Sell |
17,650
-2,046
| -10% | -$200K | 0.21% | 79 |
|
|
2018
Q3 | $2.22M | Sell |
19,696
-20,931
| -52% | -$2.36M | 0.23% | 73 |
|
|
2018
Q2 | $4.05M | Buy |
40,627
+20,262
| +99% | +$2.02M | 0.45% | 36 |
|
|
2018
Q1 | $2.24M | Buy |
20,365
+3,740
| +22% | +$411K | 0.3% | 52 |
|
|
2017
Q4 | $1.78M | Buy |
16,625
+308
| +2% | +$32.9K | 0.27% | 47 |
|
|
2017
Q3 | $1.56M | Sell |
16,317
-27,916
| -63% | -$2.67M | 0.24% | 50 |
|
|
2017
Q2 | $4.04M | Buy |
44,233
+27,420
| +163% | +$2.51M | 0.66% | 22 |
|
|
2017
Q1 | $1.48M | Sell |
16,813
-713
| -4% | -$62.6K | 0.29% | 43 |
|
|
2016
Q4 | $1.51M | Buy |
17,526
+308
| +2% | +$26.6K | 0.31% | 44 |
|
|
2016
Q3 | $1.15M | Sell |
17,218
-22,940
| -57% | -$1.53M | 0.26% | 45 |
|
|
2016
Q2 | $2.5M | Buy |
40,158
+4,738
| +13% | +$294K | 0.55% | 34 |
|
|
2016
Q1 | $2.1M | Buy |
35,420
+21,620
| +157% | +$1.28M | 0.47% | 34 |
|
|
2015
Q4 | $911K | Sell |
13,800
-3,946
| -22% | -$260K | 0.22% | 49 |
|
|
2015
Q3 | $1.08M | Sell |
17,746
-5
| -0% | -$305 | 0.3% | 43 |
|
|
2015
Q2 | $1.2M | Sell |
17,751
-11,256
| -39% | -$763K | 0.37% | 35 |
|
|
2015
Q1 | $1.76M | Buy |
29,007
+5,003
| +21% | +$303K | 0.75% | 18 |
|
|
2014
Q4 | $1.5M | Buy |
24,004
+2,353
| +11% | +$147K | 0.72% | 19 |
|
|
2014
Q3 | $1.3M | Buy |
21,651
+651
| +3% | +$39.2K | 0.68% | 22 |
|
|
2014
Q2 | $1.21M | Buy |
21,000
+950
| +5% | +$54.7K | 0.65% | 23 |
|
|
2014
Q1 | $1.22M | Sell |
20,050
-1,700
| -8% | -$103K | 0.72% | 22 |
|
|
2013
Q4 | $1.27M | Sell |
21,750
-2,950
| -12% | -$173K | 0.77% | 22 |
|
|
2013
Q3 | $1.28M | Sell |
24,700
-475
| -2% | -$24.6K | 0.84% | 21 |
|
|
2013
Q2 | $1.33M | Buy |
+25,175
| New | +$1.33M | 0.94% | 21 |
|