Mountain Capital Investment Advisors’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
Q2 | $303K | Sell |
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|
2025
Q1 | $269K | Sell |
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|
2024
Q4 | $293K | Sell |
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|
2024
Q3 | $287K | Sell |
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|
2024
Q2 | $262K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $414K | Sell |
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|
2021
Q2 | $555K | Sell |
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|
2021
Q1 | $705K | Sell |
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|
2020
Q4 | $685K | Buy |
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|
2020
Q3 | $486K | Sell |
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|
2020
Q2 | $513K | Buy |
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|
2020
Q1 | $535K | Buy |
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|
2019
Q4 | $478K | Sell |
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|
2019
Q3 | $713K | Sell |
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|
2019
Q2 | $840K | Buy |
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|
2019
Q1 | $728K | Buy |
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|
2018
Q4 | $546K | Buy |
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|
2018
Q3 | $606K | Buy |
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|
2018
Q2 | $484K | Buy |
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|
2018
Q1 | $445K | Sell |
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|
2017
Q4 | $603K | Sell |
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|
2017
Q3 | $540K | Buy |
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|
2017
Q2 | $241K | Buy |
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