MFC
Morris Financial Concepts’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Sell |
9,884
-97
| -1% | -$28.1K | 1.14% | 15 |
|
|
2025
Q1 | $2.45M | Sell |
9,981
-50
| -0.5% | -$12.3K | 1.03% | 15 |
|
|
2024
Q4 | $2.4M | Buy |
10,031
+2
| +0% | +$479 | 1.03% | 17 |
|
|
2024
Q3 | $2.11M | Buy |
10,029
+425
| +4% | +$89.6K | 0.91% | 17 |
|
|
2024
Q2 | $1.94M | Sell |
9,604
-111
| -1% | -$22.5K | 0.93% | 18 |
|
|
2024
Q1 | $1.95M | Sell |
9,715
-224
| -2% | -$44.9K | 1% | 16 |
|
|
2023
Q4 | $1.69M | Sell |
9,939
-176
| -2% | -$29.9K | 0.97% | 22 |
|
|
2023
Q3 | $1.47M | Sell |
10,115
-145
| -1% | -$21K | 0.97% | 22 |
|
|
2023
Q2 | $1.49M | Sell |
10,260
-130
| -1% | -$18.9K | 0.96% | 23 |
|
|
2023
Q1 | $1.35M | Buy |
10,390
+10
| +0.1% | +$1.3K | 0.95% | 25 |
|
|
2022
Q4 | $1.39M | Sell |
10,380
-88
| -0.8% | -$11.8K | 1.12% | 21 |
|
|
2022
Q3 | $1.09M | Buy |
10,468
+526
| +5% | +$55K | 1.13% | 18 |
|
|
2022
Q2 | $1.12M | Hold |
9,942
| – | – | 1.06% | 20 |
|
|
2022
Q1 | $1.36M | Sell |
9,942
-98
| -1% | -$13.4K | 1.13% | 19 |
|
|
2021
Q4 | $1.59M | Buy |
+10,040
| New | +$1.59M | 1.33% | 19 |
|