MMG
Monetary Management Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.44M | Buy |
25,649
+50
| +0.2% | +$14.5K | 1.83% | 10 |
|
|
2025
Q1 | $6.28M | Buy |
25,599
+100
| +0.4% | +$24.5K | 1.7% | 11 |
|
|
2024
Q4 | $6.11M | Sell |
25,499
-280
| -1% | -$67.1K | 1.59% | 12 |
|
|
2024
Q3 | $5.44M | Sell |
25,779
-875
| -3% | -$185K | 1.4% | 13 |
|
|
2024
Q2 | $5.39M | Sell |
26,654
-275
| -1% | -$55.6K | 1.43% | 12 |
|
|
2024
Q1 | $5.39M | Sell |
26,929
-75
| -0.3% | -$15K | 1.5% | 12 |
|
|
2023
Q4 | $4.59M | Buy |
27,004
+385
| +1% | +$65.5K | 1.43% | 12 |
|
|
2023
Q3 | $3.86M | Sell |
26,619
-3,600
| -12% | -$522K | 1.29% | 15 |
|
|
2023
Q2 | $4.4M | Sell |
30,219
-4,600
| -13% | -$669K | 1.35% | 13 |
|
|
2023
Q1 | $4.54M | Hold |
34,819
| – | – | 1.34% | 11 |
|
|
2022
Q4 | $4.67M | Sell |
34,819
-5,160
| -13% | -$692K | 1.46% | 10 |
|
|
2022
Q3 | $4.18M | Sell |
39,979
-400
| -1% | -$41.8K | 1.38% | 10 |
|
|
2022
Q2 | $4.55M | Buy |
40,379
+6,090
| +18% | +$686K | 1.43% | 11 |
|
|
2022
Q1 | $4.67M | Buy |
34,289
+1,175
| +4% | +$160K | 1.24% | 14 |
|
|
2021
Q4 | $5.24M | Buy |
33,114
+1,075
| +3% | +$170K | 1.3% | 15 |
|
|
2021
Q3 | $5.24M | Buy |
32,039
+8,330
| +35% | +$1.36M | 1.44% | 11 |
|
|
2021
Q2 | $3.69M | Sell |
23,709
-100
| -0.4% | -$15.6K | 1.11% | 23 |
|
|
2021
Q1 | $3.62M | Buy |
23,809
+35
| +0.1% | +$5.33K | 1.14% | 18 |
|
|
2020
Q4 | $3.02M | Hold |
23,774
| – | – | 1% | 26 |
|
|
2020
Q3 | $2.29M | Sell |
23,774
-7,715
| -25% | -$743K | 0.82% | 31 |
|
|
2020
Q2 | $2.96M | Buy |
31,489
+2,676
| +9% | +$252K | 1.12% | 20 |
|
|
2020
Q1 | $2.59M | Sell |
28,813
-10,841
| -27% | -$976K | 1.15% | 25 |
|
|
2019
Q4 | $5.53M | Sell |
39,654
-771
| -2% | -$107K | 2.02% | 7 |
|
|
2019
Q3 | $4.76M | Sell |
40,425
-1,560
| -4% | -$184K | 1.8% | 8 |
|
|
2019
Q2 | $4.69M | Sell |
41,985
-6,745
| -14% | -$754K | 1.8% | 10 |
|
|
2019
Q1 | $4.93M | Buy |
48,730
+3,825
| +9% | +$387K | 1.95% | 10 |
|
|
2018
Q4 | $4.38M | Sell |
44,905
-610
| -1% | -$59.6K | 1.98% | 8 |
|
|
2018
Q3 | $5.14M | Sell |
45,515
-30
| -0.1% | -$3.39K | 1.96% | 9 |
|
|
2018
Q2 | $4.75M | Buy |
45,545
+50
| +0.1% | +$5.21K | 1.94% | 9 |
|
|
2018
Q1 | $5M | Sell |
45,495
-9,175
| -17% | -$1.01M | 2.07% | 6 |
|
|
2017
Q4 | $5.85M | Sell |
54,670
-855
| -2% | -$91.4K | 2.36% | 5 |
|
|
2017
Q3 | $5.3M | Buy |
55,525
+6,950
| +14% | +$664K | 2.24% | 5 |
|
|
2017
Q2 | $4.44M | Sell |
48,575
-325
| -0.7% | -$29.7K | 1.81% | 7 |
|
|
2017
Q1 | $4.3M | Buy |
48,900
+150
| +0.3% | +$13.2K | 1.87% | 7 |
|
|
2016
Q4 | $4.21M | Buy |
48,750
+775
| +2% | +$66.9K | 1.94% | 7 |
|
|
2016
Q3 | $3.2M | Sell |
47,975
-250
| -0.5% | -$16.6K | 1.48% | 16 |
|
|
2016
Q2 | $3M | Buy |
48,225
+14,620
| +44% | +$909K | 1.39% | 17 |
|
|
2016
Q1 | $1.99M | Buy |
33,605
+16,675
| +98% | +$987K | 0.97% | 39 |
|
|
2015
Q4 | $1.12M | Buy |
16,930
+300
| +2% | +$19.8K | 0.54% | 60 |
|
|
2015
Q3 | $1.01M | Sell |
16,630
-1,250
| -7% | -$76.2K | 0.51% | 61 |
|
|
2015
Q2 | $1.21M | Buy |
17,880
+550
| +3% | +$37.3K | 0.55% | 60 |
|
|
2015
Q1 | $1.05M | Buy |
17,330
+550
| +3% | +$33.3K | 0.46% | 68 |
|
|
2014
Q4 | $1.05M | Sell |
16,780
-1,625
| -9% | -$102K | 0.47% | 67 |
|
|
2014
Q3 | $1.11M | Sell |
18,405
-5,825
| -24% | -$351K | 0.51% | 61 |
|
|
2014
Q2 | $1.4M | Sell |
24,230
-42,725
| -64% | -$2.46M | 0.65% | 52 |
|
|
2014
Q1 | $4.07M | Buy |
66,955
+1,000
| +2% | +$60.7K | 1.89% | 7 |
|
|
2013
Q4 | $3.86M | Buy |
65,955
+425
| +0.6% | +$24.9K | 1.79% | 8 |
|
|
2013
Q3 | $3.39M | Sell |
65,530
-7,375
| -10% | -$381K | 1.78% | 7 |
|
|
2013
Q2 | $3.85M | Buy |
+72,905
| New | +$3.85M | 2.11% | 5 |
|