Montis Financial’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.93M | Buy |
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|
2025
Q2 | $937K | Sell |
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|
2025
Q1 | $853K | Sell |
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|
2024
Q4 | $856K | Buy |
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|
2024
Q3 | $602K | Buy |
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|
2024
Q2 | $512K | Sell |
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|
2024
Q1 | $507K | Buy |
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|
2023
Q4 | $430K | Sell |
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|
2023
Q3 | $381K | Sell |
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|
2023
Q2 | $494K | Sell |
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|
2023
Q1 | $462K | Sell |
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|
2022
Q4 | $483K | Sell |
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|
2022
Q3 | $378K | Buy |
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|
2022
Q2 | $401K | Sell |
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|
2022
Q1 | $503K | Sell |
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|
2021
Q4 | $839K | Buy |
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|
2021
Q3 | $615K | Buy |
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|
2021
Q2 | $565K | Sell |
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|
2021
Q1 | $564K | Sell |
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|
2020
Q4 | $577K | Buy |
|