MFS
Monetta Financial Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.81M | Hold |
23,500
| – | – | 4.95% | 4 |
|
|
2025
Q1 | $5.76M | Hold |
23,500
| – | – | 5.1% | 5 |
|
|
2024
Q4 | $5.63M | Hold |
23,500
| – | – | 4.53% | 8 |
|
|
2024
Q3 | $4.96M | Sell |
23,500
-1,500
| -6% | -$316K | 4.22% | 8 |
|
|
2024
Q2 | $5.06M | Sell |
25,000
-3,000
| -11% | -$607K | 4.37% | 8 |
|
|
2024
Q1 | $5.61M | Hold |
28,000
| – | – | 5.07% | 7 |
|
|
2023
Q4 | $4.76M | Hold |
28,000
| – | – | 4.54% | 7 |
|
|
2023
Q3 | $4.06M | Hold |
28,000
| – | – | 4.42% | 8 |
|
|
2023
Q2 | $4.07M | Sell |
28,000
-2,000
| -7% | -$291K | 3.98% | 8 |
|
|
2023
Q1 | $3.91M | Hold |
30,000
| – | – | 4.18% | 8 |
|
|
2022
Q4 | $4.02M | Hold |
30,000
| – | – | 4.64% | 7 |
|
|
2022
Q3 | $3.14M | Hold |
30,000
| – | – | 3.57% | 9 |
|
|
2022
Q2 | $3.38M | Hold |
30,000
| – | – | 3.54% | 9 |
|
|
2022
Q1 | $4.09M | Hold |
30,000
| – | – | 3.39% | 8 |
|
|
2021
Q4 | $4.75M | Hold |
30,000
| – | – | 3.67% | 9 |
|
|
2021
Q3 | $4.91M | Hold |
30,000
| – | – | 3.98% | 9 |
|
|
2021
Q2 | $4.67M | Hold |
30,000
| – | – | 3.6% | 9 |
|
|
2021
Q1 | $4.57M | Hold |
30,000
| – | – | 3.61% | 10 |
|
|
2020
Q4 | $3.81M | Hold |
30,000
| – | – | 2.98% | 11 |
|
|
2020
Q3 | $2.89M | Hold |
30,000
| – | – | 2.44% | 14 |
|
|
2020
Q2 | $2.82M | Sell |
30,000
-5,000
| -14% | -$470K | 2.48% | 9 |
|
|
2020
Q1 | $3.15M | Hold |
35,000
| – | – | 3.23% | 9 |
|
|
2019
Q4 | $4.88M | Hold |
35,000
| – | – | 3.64% | 11 |
|
|
2019
Q3 | $4.12M | Hold |
35,000
| – | – | 2.96% | 11 |
|
|
2019
Q2 | $3.91M | Hold |
35,000
| – | – | 2.68% | 13 |
|
|
2019
Q1 | $3.54M | Hold |
35,000
| – | – | 2.55% | 14 |
|
|
2018
Q4 | $3.42M | Sell |
35,000
-5,000
| -13% | -$488K | 2.67% | 13 |
|
|
2018
Q3 | $4.51M | Hold |
40,000
| – | – | 2.75% | 14 |
|
|
2018
Q2 | $4.17M | Hold |
40,000
| – | – | 2.17% | 19 |
|
|
2018
Q1 | $4.4M | Hold |
40,000
| – | – | 2.35% | 16 |
|
|
2017
Q4 | $4.29M | Hold |
40,000
| – | – | 2.22% | 20 |
|
|
2017
Q3 | $3.82M | Hold |
40,000
| – | – | 2.07% | 20 |
|
|
2017
Q2 | $3.66M | Hold |
40,000
| – | – | 2.06% | 20 |
|
|
2017
Q1 | $3.51M | Hold |
40,000
| – | – | 2.03% | 16 |
|
|
2016
Q4 | $3.45M | Hold |
40,000
| – | – | 2.13% | 15 |
|
|
2016
Q3 | $2.66M | Hold |
40,000
| – | – | 1.71% | 15 |
|
|
2016
Q2 | $2.49M | Hold |
40,000
| – | – | 1.57% | 13 |
|
|
2016
Q1 | $2.37M | Hold |
40,000
| – | – | 1.47% | 18 |
|
|
2015
Q4 | $2.64M | Hold |
40,000
| – | – | 1.55% | 15 |
|
|
2015
Q3 | $2.44M | Hold |
40,000
| – | – | 1.5% | 16 |
|
|
2015
Q2 | $2.71M | Hold |
40,000
| – | – | 1.54% | 18 |
|
|
2015
Q1 | $2.42M | Sell |
40,000
-15,000
| -27% | -$909K | 1.29% | 22 |
|
|
2014
Q4 | $3.44M | Hold |
55,000
| – | – | 1.78% | 18 |
|
|
2014
Q3 | $3.31M | Hold |
55,000
| – | – | 1.74% | 17 |
|
|
2014
Q2 | $3.17M | Hold |
55,000
| – | – | 1.66% | 13 |
|
|
2014
Q1 | $3.34M | Sell |
55,000
-7,000
| -11% | -$425K | 1.8% | 12 |
|
|
2013
Q4 | $3.63M | Hold |
62,000
| – | – | 2.1% | 12 |
|
|
2013
Q3 | $3.21M | Hold |
62,000
| – | – | 2.48% | 10 |
|
|
2013
Q2 | $3.27M | Buy |
+62,000
| New | +$3.27M | 2.92% | 3 |
|