MAM
Morse Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $770K | Buy |
2,657
+88
| +3% | +$25.5K | 0.17% | 102 |
|
|
2025
Q1 | $630K | Buy |
2,569
+420
| +20% | +$103K | 0.16% | 98 |
|
|
2024
Q4 | $515K | Sell |
2,149
-5,077
| -70% | -$1.22M | 0.12% | 115 |
|
|
2024
Q3 | $1.52M | Buy |
7,226
+5,065
| +234% | +$1.07M | 0.33% | 71 |
|
|
2024
Q2 | $437K | Sell |
2,161
-4
| -0.2% | -$809 | 0.11% | 118 |
|
|
2024
Q1 | $434K | Buy |
2,165
+1
| +0% | +$200 | 0.11% | 111 |
|
|
2023
Q4 | $368K | Buy |
2,164
+707
| +49% | +$120K | 0.11% | 115 |
|
|
2023
Q3 | $211K | Buy |
+1,457
| New | +$211K | 0.07% | 129 |
|
|
2023
Q2 | – | Sell |
-2,178
| Closed | -$284K | – | 144 |
|
|
2023
Q1 | $284K | Sell |
2,178
-340
| -14% | -$44.3K | 0.1% | 125 |
|
|
2022
Q4 | $338K | Sell |
2,518
-634
| -20% | -$85.1K | 0.12% | 112 |
|
|
2022
Q3 | $329K | Sell |
3,152
-394
| -11% | -$41.1K | 0.12% | 116 |
|
|
2022
Q2 | $399K | Buy |
+3,546
| New | +$399K | 0.13% | 117 |
|
|
2022
Q1 | – | Sell |
-1,494
| Closed | -$237K | – | 172 |
|
|
2021
Q4 | $237K | Sell |
1,494
-1,917
| -56% | -$304K | 0.05% | 163 |
|
|
2021
Q3 | $558K | Buy |
3,411
+2,000
| +142% | +$327K | 0.13% | 118 |
|
|
2021
Q2 | $219K | Hold |
1,411
| – | – | 0.05% | 153 |
|
|
2021
Q1 | $215K | Buy |
+1,411
| New | +$215K | 0.06% | 146 |
|
|
2020
Q3 | – | Sell |
-4,740
| Closed | -$446K | – | 132 |
|
|
2020
Q2 | $446K | Sell |
4,740
-1,817
| -28% | -$171K | 0.16% | 90 |
|
|
2020
Q1 | $590K | Sell |
6,557
-2,300
| -26% | -$207K | 0.28% | 73 |
|
|
2019
Q4 | $1.24M | Buy |
8,857
+325
| +4% | +$45.3K | 0.42% | 66 |
|
|
2019
Q3 | $1M | Buy |
8,532
+2,751
| +48% | +$324K | 0.38% | 65 |
|
|
2019
Q2 | $646K | Buy |
5,781
+86
| +2% | +$9.61K | 0.19% | 91 |
|
|
2019
Q1 | $577K | Sell |
5,695
-260
| -4% | -$26.3K | 0.17% | 94 |
|
|
2018
Q4 | $581K | Sell |
5,955
-1,800
| -23% | -$176K | 0.21% | 83 |
|
|
2018
Q3 | $875K | Sell |
7,755
-30
| -0.4% | -$3.39K | 0.23% | 86 |
|
|
2018
Q2 | $811K | Buy |
7,785
+455
| +6% | +$47.4K | 0.22% | 89 |
|
|
2018
Q1 | $806K | Buy |
7,330
+1,885
| +35% | +$207K | 0.22% | 90 |
|
|
2017
Q4 | $582K | Buy |
5,445
+1,000
| +22% | +$107K | 0.16% | 97 |
|
|
2017
Q3 | $425K | Buy |
4,445
+455
| +11% | +$43.5K | 0.13% | 102 |
|
|
2017
Q2 | $365K | Buy |
3,990
+350
| +10% | +$32K | 0.12% | 101 |
|
|
2017
Q1 | $320K | Buy |
+3,640
| New | +$320K | 0.11% | 112 |
|