Morton Capital Management’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.18M	Sell	10,818 -555	-5%	-$168K	0.47%	21
2025 Q4	$3.66M	Sell	11,373 -409	-3%	-$127K	0.56%	20
2025 Q3	$3.72M	Sell	11,782 -891	-7%	-$265K	0.61%	19
2025 Q2	$3.67M	Buy	12,673 +1,004	+9%	+$256K	0.65%	18
2025 Q1	$2.86M	Buy	11,669 +95	+0.8%	+$24.2K	0.55%	18
2024 Q4	$2.77M	Buy	11,574 +4	+0%	+$932	0.52%	17
2024 Q3	$2.44M	Buy	11,570 +1,963	+20%	+$413K	0.48%	19
2024 Q2	$1.94M	Sell	9,607 -4	-0%	-$782	0.46%	20
2024 Q1	$1.93M	Buy	9,611 +106	+1%	+$19.1K	0.52%	19
2023 Q4	$1.62M	Buy	9,505 +32	+0.3%	+$4.85K	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%	-$37.5K	0.5%	22
2022 Q3	$1.02M	Sell	9,769 -125	-1%	-$14.3K	0.46%	20
2022 Q2	$1.11M	Buy	9,894 +366	+4%	+$45.3K	0.49%	22
2022 Q1	$1.3M	Buy	9,528 +51	+0.5%	+$7.53K	0.53%	18
2021 Q4	$1.5M	Buy	+9,477	New	+$1.56M	0.61%	14