MYIA
Mount Yale Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Buy |
35,818
+1,233
| +4% | +$357K | 0.81% | 21 |
|
|
2025
Q1 | $8.48M | Sell |
34,585
-1,997
| -5% | -$490K | 0.73% | 21 |
|
|
2024
Q4 | $8.77M | Buy |
36,582
+21,441
| +142% | +$5.14M | 0.71% | 19 |
|
|
2024
Q3 | $3.19M | Sell |
15,141
-20,676
| -58% | -$4.36M | 0.31% | 78 |
|
|
2024
Q2 | $7.24M | Sell |
35,817
-306
| -0.8% | -$61.9K | 0.57% | 18 |
|
|
2024
Q1 | $7.24M | Buy |
36,123
+20,822
| +136% | +$4.17M | 0.56% | 28 |
|
|
2023
Q4 | $2.6M | Sell |
15,301
-46,329
| -75% | -$7.88M | 0.25% | 96 |
|
|
2023
Q3 | $8.94M | Sell |
61,630
-3,467
| -5% | -$503K | 0.97% | 9 |
|
|
2023
Q2 | $9.47M | Sell |
65,097
-4,106
| -6% | -$597K | 1% | 8 |
|
|
2023
Q1 | $9.02M | Sell |
69,203
-755
| -1% | -$98.4K | 1.01% | 8 |
|
|
2022
Q4 | $9.38M | Sell |
69,958
-467
| -0.7% | -$62.6K | 1.06% | 9 |
|
|
2022
Q3 | $7.36M | Buy |
70,425
+5,079
| +8% | +$531K | 0.98% | 12 |
|
|
2022
Q2 | $7.36M | Buy |
65,346
+8,371
| +15% | +$943K | 0.93% | 12 |
|
|
2022
Q1 | $7.77M | Buy |
56,975
+3,974
| +7% | +$542K | 0.84% | 13 |
|
|
2021
Q4 | $8.39M | Sell |
53,001
-486
| -0.9% | -$77K | 0.87% | 13 |
|
|
2021
Q3 | $8.76M | Buy |
53,487
+5,634
| +12% | +$922K | 1.01% | 10 |
|
|
2021
Q2 | $7.44M | Buy |
47,853
+39,891
| +501% | +$6.2M | 0.9% | 16 |
|
|
2021
Q1 | $1.21M | Sell |
7,962
-9,873
| -55% | -$1.5M | 0.16% | 132 |
|
|
2020
Q4 | $2.27M | Sell |
17,835
-2,517
| -12% | -$320K | 0.32% | 80 |
|
|
2020
Q3 | $1.96M | Buy |
20,352
+1,725
| +9% | +$166K | 0.28% | 81 |
|
|
2020
Q2 | $1.75M | Buy |
18,627
+3,629
| +24% | +$341K | 0.31% | 78 |
|
|
2020
Q1 | $1.35M | Sell |
14,998
-692
| -4% | -$62.3K | 0.3% | 88 |
|
|
2019
Q4 | $2.08M | Sell |
15,690
-1,727
| -10% | -$229K | 0.36% | 66 |
|
|
2019
Q3 | $2.25M | Buy |
17,417
+539
| +3% | +$69.6K | 0.4% | 64 |
|
|
2019
Q2 | $1.82M | Buy |
16,878
+1,782
| +12% | +$192K | 0.34% | 72 |
|
|
2019
Q1 | $1.53M | Sell |
15,096
-3,584
| -19% | -$363K | 0.29% | 86 |
|
|
2018
Q4 | $1.88M | Sell |
18,680
-486
| -3% | -$49K | 0.38% | 65 |
|
|
2018
Q3 | $2.14M | Buy |
19,166
+1,433
| +8% | +$160K | 0.37% | 62 |
|
|
2018
Q2 | $1.85M | Sell |
17,733
-184
| -1% | -$19.2K | 0.35% | 70 |
|
|
2018
Q1 | $1.97M | Buy |
+17,917
| New | +$1.97M | 0.42% | 59 |
|