Montz Harcus Wealth Management’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 | $3.01M | Buy |
10,387
+12
| +0.1% | +$3.48K | 1.45% | 18 |
|
|
2025
Q1 | $2.54M | Buy |
10,375
+1,618
| +18% | +$397K | 1.39% | 17 |
|
|
2024
Q4 | $2.1M | Buy |
8,757
+305
| +4% | +$73.1K | 1.17% | 17 |
|
|
2024
Q3 | $1.78M | Sell |
8,452
-29
| -0.3% | -$6.12K | 1.04% | 17 |
|
|
2024
Q2 | $1.72M | Buy |
8,481
+44
| +0.5% | +$8.9K | 1.11% | 17 |
|
|
2024
Q1 | $1.69M | Buy |
8,437
+45
| +0.5% | +$9.01K | 1.14% | 16 |
|
|
2023
Q4 | $1.43M | Buy |
8,392
+251
| +3% | +$42.7K | 1.09% | 16 |
|
|
2023
Q3 | $1.18M | Buy |
8,141
+69
| +0.9% | +$10K | 1.01% | 17 |
|
|
2023
Q2 | $1.17M | Buy |
8,072
+527
| +7% | +$76.7K | 0.97% | 17 |
|
|
2023
Q1 | $983K | Buy |
7,545
+34
| +0.5% | +$4.43K | 0.91% | 17 |
|
|
2022
Q4 | $1.01M | Buy |
7,511
+155
| +2% | +$20.8K | 1% | 16 |
|
|
2022
Q3 | $769K | Buy |
7,356
+352
| +5% | +$36.8K | 0.85% | 18 |
|
|
2022
Q2 | $789K | Buy |
7,004
+722
| +11% | +$81.3K | 0.83% | 19 |
|
|
2022
Q1 | $856K | Buy |
6,282
+41
| +0.7% | +$5.59K | 0.77% | 21 |
|
|
2021
Q4 | $988K | Buy |
+6,241
| New | +$988K | 0.87% | 18 |
|