Monument Capital 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 | $3.93M | Sell |
13,541
-431
| -3% | -$125K | 1.02% | 30 |
|
|
2025
Q1 | $3.43M | Sell |
13,972
-196
| -1% | -$48.1K | 1.05% | 30 |
|
|
2024
Q4 | $3.4M | Buy |
14,168
+108
| +0.8% | +$25.9K | 0.94% | 30 |
|
|
2024
Q3 | $2.96M | Sell |
14,060
-272
| -2% | -$57.4K | 0.82% | 42 |
|
|
2024
Q2 | $2.9M | Buy |
14,332
+1,868
| +15% | +$378K | 0.85% | 38 |
|
|
2024
Q1 | $2.5M | Buy |
12,464
+2,136
| +21% | +$428K | 0.72% | 53 |
|
|
2023
Q4 | $1.76M | Buy |
10,328
+3,972
| +62% | +$676K | 0.57% | 61 |
|
|
2023
Q3 | $922K | Buy |
6,356
+2,482
| +64% | +$360K | 0.31% | 75 |
|
|
2023
Q2 | $563K | Buy |
3,874
+1,867
| +93% | +$272K | 0.18% | 93 |
|
|
2023
Q1 | $262K | Buy |
+2,007
| New | +$262K | 0.09% | 126 |
|
|
2022
Q3 | – | Sell |
-2,956
| Closed | -$333K | – | 156 |
|
|
2022
Q2 | $333K | Sell |
2,956
-6
| -0.2% | -$676 | 0.13% | 111 |
|
|
2022
Q1 | $404K | Sell |
2,962
-3,376
| -53% | -$460K | 0.13% | 104 |
|
|
2021
Q4 | $1M | Buy |
6,338
+1,488
| +31% | +$236K | 0.31% | 81 |
|
|
2021
Q3 | $794K | Buy |
4,850
+2,195
| +83% | +$359K | 0.27% | 86 |
|
|
2021
Q2 | $413K | Buy |
+2,655
| New | +$413K | 0.14% | 105 |
|