Monterey Private Wealth’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.29M | Sell |
9,319
-225
| -2% | -$55.2K | 0.67% | 25 |
|
|
2024
Q4 | $2.29M | Buy |
9,544
+1,605
| +20% | +$385K | 0.75% | 24 |
|
|
2024
Q3 | $1.67M | Sell |
7,939
-439
| -5% | -$92.6K | 0.57% | 29 |
|
|
2024
Q2 | $1.69M | Buy |
8,378
+837
| +11% | +$169K | 0.63% | 30 |
|
|
2024
Q1 | $1.51M | Buy |
7,541
+43
| +0.6% | +$8.61K | 0.61% | 29 |
|
|
2023
Q4 | $1.28M | Sell |
7,498
-134
| -2% | -$22.8K | 0.58% | 28 |
|
|
2023
Q3 | $1.11M | Sell |
7,632
-700
| -8% | -$102K | 0.56% | 29 |
|
|
2023
Q2 | $1.21M | Buy |
8,332
+5
| +0.1% | +$727 | 0.59% | 29 |
|
|
2023
Q1 | $1.09M | Buy |
8,327
+91
| +1% | +$11.9K | 0.56% | 29 |
|
|
2022
Q4 | $1.1M | Buy |
8,236
+4,463
| +118% | +$598K | 0.6% | 28 |
|
|
2022
Q3 | $401K | Sell |
3,773
-547
| -13% | -$58.1K | 0.24% | 56 |
|
|
2022
Q2 | $487K | Sell |
4,320
-135
| -3% | -$15.2K | 0.28% | 49 |
|
|
2022
Q1 | $626K | Buy |
4,455
+401
| +10% | +$56.3K | 0.3% | 50 |
|
|
2021
Q4 | $642K | Sell |
4,054
-579
| -12% | -$91.7K | 0.32% | 51 |
|
|
2021
Q3 | $781K | Sell |
4,633
-87
| -2% | -$14.7K | 0.44% | 37 |
|
|
2021
Q2 | $734K | Buy |
4,720
+486
| +11% | +$75.6K | 0.42% | 37 |
|
|
2021
Q1 | $637K | Sell |
4,234
-107
| -2% | -$16.1K | 0.35% | 38 |
|
|
2020
Q4 | $552K | Sell |
4,341
-416
| -9% | -$52.9K | 0.32% | 42 |
|
|
2020
Q3 | $458K | Buy |
4,757
+428
| +10% | +$41.2K | 0.29% | 45 |
|
|
2020
Q2 | $407K | Buy |
4,329
+600
| +16% | +$56.4K | 0.29% | 47 |
|
|
2020
Q1 | $336K | Sell |
3,729
-429
| -10% | -$38.7K | 0.29% | 43 |
|
|
2019
Q4 | $580K | Buy |
+4,158
| New | +$580K | 0.47% | 33 |
|