Morton 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 | $3.67M | Buy |
12,673
+1,004
| +9% | +$291K | 0.65% | 18 |
|
|
2025
Q1 | $2.86M | Buy |
11,669
+95
| +0.8% | +$23.3K | 0.55% | 18 |
|
|
2024
Q4 | $2.77M | Buy |
11,574
+4
| +0% | +$959 | 0.52% | 17 |
|
|
2024
Q3 | $2.44M | Buy |
11,570
+1,963
| +20% | +$414K | 0.48% | 19 |
|
|
2024
Q2 | $1.94M | Sell |
9,607
-4
| -0% | -$809 | 0.46% | 20 |
|
|
2024
Q1 | $1.93M | Buy |
9,611
+106
| +1% | +$21.2K | 0.52% | 19 |
|
|
2023
Q4 | $1.62M | Buy |
9,505
+32
| +0.3% | +$5.44K | 0.48% | 21 |
|
|
2023
Q3 | $1.37M | Hold |
9,473
| – | – | 0.49% | 20 |
|
|
2023
Q2 | $1.38M | Hold |
9,473
| – | – | 0.47% | 19 |
|
|
2023
Q1 | $1.23M | Hold |
9,473
| – | – | 0.44% | 23 |
|
|
2022
Q4 | $1.27M | Sell |
9,473
-296
| -3% | -$39.7K | 0.5% | 22 |
|
|
2022
Q3 | $1.02M | Sell |
9,769
-125
| -1% | -$13.1K | 0.46% | 20 |
|
|
2022
Q2 | $1.11M | Buy |
9,894
+366
| +4% | +$41.2K | 0.49% | 22 |
|
|
2022
Q1 | $1.3M | Buy |
9,528
+51
| +0.5% | +$6.95K | 0.53% | 18 |
|
|
2021
Q4 | $1.5M | Buy |
+9,477
| New | +$1.5M | 0.61% | 14 |
|