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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.72M | Sell |
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|
2025
Q2 | $3.67M | Buy |
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|
2025
Q1 | $2.86M | Buy |
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|
2024
Q4 | $2.77M | Buy |
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|
2024
Q3 | $2.44M | Buy |
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|
2024
Q2 | $1.94M | Sell |
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|
2024
Q1 | $1.93M | Buy |
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|
2023
Q4 | $1.62M | Buy |
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|
2023
Q3 | $1.37M | Hold |
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|
2023
Q2 | $1.38M | Hold |
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|
2023
Q1 | $1.23M | Hold |
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|
2022
Q4 | $1.27M | Sell |
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|
2022
Q3 | $1.02M | Sell |
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|
2022
Q2 | $1.11M | Buy |
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|
2022
Q1 | $1.3M | Buy |
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|
2021
Q4 | $1.5M | Buy |
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