Moody Aldrich Partners’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 | $752K | Hold |
2,593
| – | – | 0.15% | 114 |
|
|
2025
Q1 | $636K | Buy |
2,593
+233
| +10% | +$57.2K | 0.13% | 117 |
|
|
2024
Q4 | $566K | Sell |
2,360
-281
| -11% | -$67.4K | 0.1% | 127 |
|
|
2024
Q3 | $557K | Sell |
2,641
-128
| -5% | -$27K | 0.1% | 125 |
|
|
2024
Q2 | $560K | Buy |
2,769
+6
| +0.2% | +$1.21K | 0.11% | 124 |
|
|
2024
Q1 | $553K | Sell |
2,763
-65
| -2% | -$13K | 0.09% | 136 |
|
|
2023
Q4 | $481K | Buy |
2,828
+187
| +7% | +$31.8K | 0.09% | 134 |
|
|
2023
Q3 | $383K | Buy |
+2,641
| New | +$383K | 0.07% | 144 |
|