Monte Financial Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5M | Buy |
8,632
+77
| +0.9% | +$22.3K | 0.97% | 38 |
|
|
2025
Q1 | $1.98M | Buy |
8,555
+357
| +4% | +$82.8K | 0.87% | 37 |
|
|
2024
Q4 | $1.97M | Hold |
8,198
| – | – | 0.84% | 36 |
|
|
2024
Q3 | $1.73M | Hold |
8,198
| – | – | 0.72% | 37 |
|
|
2024
Q2 | $1.66M | Hold |
8,198
| – | – | 0.73% | 38 |
|
|
2024
Q1 | $1.64M | Hold |
8,198
| – | – | 0.72% | 35 |
|
|
2023
Q4 | $1.39M | Hold |
8,198
| – | – | 0.65% | 38 |
|
|
2023
Q3 | $1.19M | Hold |
8,198
| – | – | 0.6% | 38 |
|
|
2023
Q2 | $1.19M | Sell |
8,198
-1,938
| -19% | -$282K | 0.58% | 40 |
|
|
2023
Q1 | $1.32M | Hold |
10,136
| – | – | 0.7% | 35 |
|
|
2022
Q4 | $1.36M | Sell |
10,136
-32
| -0.3% | -$4.29K | 0.7% | 35 |
|
|
2022
Q3 | $1.06M | Buy |
10,168
+32
| +0.3% | +$3.35K | 0.65% | 34 |
|
|
2022
Q2 | $1.14M | Hold |
10,136
| – | – | 0.67% | 33 |
|
|
2022
Q1 | $1.38M | Sell |
10,136
-1,275
| -11% | -$174K | 0.74% | 34 |
|
|
2021
Q4 | $1.81M | Sell |
11,411
-100
| -0.9% | -$15.8K | 0.95% | 34 |
|
|
2021
Q3 | $1.88M | Hold |
11,511
| – | – | 1.08% | 34 |
|
|
2021
Q2 | $1.79M | Sell |
11,511
-4,040
| -26% | -$628K | 1.02% | 34 |
|
|
2021
Q1 | $2.37M | Sell |
15,551
-233
| -1% | -$35.5K | 1.45% | 31 |
|
|
2020
Q4 | $2.01M | Buy |
15,784
+108
| +0.7% | +$13.7K | 1.36% | 34 |
|
|
2020
Q3 | $1.51M | Sell |
15,676
-3,294
| -17% | -$317K | 1.14% | 35 |
|
|
2020
Q2 | $1.78M | Buy |
18,970
+1,278
| +7% | +$120K | 1.41% | 33 |
|
|
2020
Q1 | $1.59M | Hold |
17,692
| – | – | 1.54% | 31 |
|
|
2019
Q4 | $2.47M | Hold |
17,692
| – | – | 1.82% | 31 |
|
|
2019
Q3 | $2.08M | Sell |
17,692
-97
| -0.5% | -$11.4K | 1.68% | 31 |
|
|
2019
Q2 | $1.99M | Buy |
17,789
+289
| +2% | +$32.3K | 1.69% | 30 |
|
|
2019
Q1 | $1.77M | Sell |
17,500
-169
| -1% | -$17.1K | 1.55% | 31 |
|
|
2018
Q4 | $1.73M | Sell |
17,669
-138
| -0.8% | -$13.5K | 1.83% | 27 |
|
|
2018
Q3 | $2.01M | Sell |
17,807
-2,017
| -10% | -$228K | 1.88% | 27 |
|
|
2018
Q2 | $2.07M | Sell |
19,824
-2,908
| -13% | -$303K | 2.1% | 28 |
|
|
2018
Q1 | $2.5M | Sell |
22,732
-207
| -0.9% | -$22.8K | 2.61% | 16 |
|
|
2017
Q4 | $2.45M | Buy |
+22,939
| New | +$2.45M | 2.49% | 17 |
|