MAM
Montchanin Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.31M | Sell |
26,317
-1,350
| -5% | -$324K | 6.12% | 5 |
|
|
2024
Q3 | $5.83M | Buy |
27,667
+695
| +3% | +$147K | 5.38% | 5 |
|
|
2024
Q2 | $5.46M | Buy |
26,972
+100
| +0.4% | +$20.2K | 5.15% | 5 |
|
|
2024
Q1 | $5.38M | Buy |
+26,872
| New | +$5.38M | 5.28% | 5 |
|
|
2023
Q2 | $3.88M | Hold |
26,667
| – | – | 4.42% | 5 |
|
|
2023
Q1 | $3.48M | Sell |
26,667
-1,264
| -5% | -$165K | 4.4% | 7 |
|
|
2022
Q4 | $3.75M | Sell |
27,931
-515
| -2% | -$69.1K | 5.12% | 6 |
|
|
2022
Q3 | $2.97M | Buy |
28,446
+275
| +1% | +$28.7K | 4.21% | 7 |
|
|
2022
Q2 | $3.17M | Buy |
+28,171
| New | +$3.17M | 4.39% | 7 |
|