MRA Advisory Group’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
$1.51M Sell
2025
Q2
$1.4M Buy
2025
Q1
$814K Sell
2024
Q4
$1.06M Sell
2024
Q3
$1.03M Buy
2024
Q2
$966K Buy
2024
Q1
$951K Sell
2023
Q4
$964K Buy
2023
Q3
$581K Sell
2023
Q2
$880K Sell
2023
Q1
$897K Sell
2022
Q4
$1.05M Buy
2022
Q3
$646K Buy
2022
Q2
$612K Buy
2022
Q1
$311K Sell
2021
Q4
$480K Buy
2021
Q3
$493K Buy
2021
Q2
$466K Sell
2021
Q1
$476K Sell
2020
Q4
$402K Buy