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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.94M | Buy |
6,611
+34
| +0.5% | +$10.3K | 0.4% | 42 |
|
|
2025
Q4 | $2.12M | Buy |
6,577
+469
| +8% | +$145K | 0.42% | 40 |
|
|
2025
Q3 | $1.93M | Buy |
6,108
+2,875
| +89% | +$855K | 0.44% | 42 |
|
|
2025
Q2 | $937K | Sell |
3,233
-245
| -7% | -$62.5K | 0.26% | 54 |
|
|
2025
Q1 | $853K | Sell |
3,478
-92
| -3% | -$23.5K | 0.25% | 54 |
|
|
2024
Q4 | $856K | Buy |
3,570
+716
| +25% | +$167K | 0.26% | 55 |
|
|
2024
Q3 | $602K | Buy |
2,854
+325
| +13% | +$68.5K | 0.21% | 55 |
|
|
2024
Q2 | $512K | Sell |
2,529
-1
| -0% | -$196 | 0.23% | 47 |
|
|
2024
Q1 | $507K | Buy |
2,530
+5
| +0.2% | +$902 | 0.24% | 46 |
|
|
2023
Q4 | $430K | Sell |
2,525
-104
| -4% | -$15.8K | 0.26% | 44 |
|
|
2023
Q3 | $381K | Sell |
2,629
-771
| -23% | -$116K | 0.26% | 39 |
|
|
2023
Q2 | $494K | Sell |
3,400
-145
| -4% | -$19.9K | 0.33% | 33 |
|
|
2023
Q1 | $462K | Sell |
3,545
-53
| -1% | -$7.26K | 0.36% | 31 |
|
|
2022
Q4 | $483K | Sell |
3,598
-23
| -0.6% | -$2.91K | 0.41% | 31 |
|
|
2022
Q3 | $378K | Buy |
3,621
+57
| +2% | +$6.54K | 0.36% | 35 |
|
|
2022
Q2 | $401K | Sell |
3,564
-127
| -3% | -$15.7K | 0.38% | 35 |
|
|
2022
Q1 | $503K | Sell |
3,691
-1,605
| -30% | -$237K | 0.39% | 32 |
|
|
2021
Q4 | $839K | Buy |
5,296
+1,615
| +44% | +$265K | 0.61% | 22 |
|
|
2021
Q3 | $615K | Buy |
3,681
+46
| +1% | +$7.21K | 0.52% | 26 |
|
|
2021
Q2 | $565K | Sell |
3,635
-35
| -1% | -$5.5K | 0.47% | 30 |
|
|
2021
Q1 | $564K | Sell |
3,670
-846
| -19% | -$122K | 0.53% | 30 |
|
|
2020
Q4 | $577K | Buy |
+4,516
| New | +$505K | 0.58% | 27 |
|
Other funds holding JPM
VCM
VPM
