MRA Advisory Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
4,826
+1,507
| +45% | +$437K | 0.66% | 23 |
|
|
2025
Q1 | $814K | Sell |
3,319
-1,116
| -25% | -$274K | 0.43% | 31 |
|
|
2024
Q4 | $1.06M | Sell |
4,435
-430
| -9% | -$103K | 0.56% | 29 |
|
|
2024
Q3 | $1.03M | Buy |
4,865
+91
| +2% | +$19.2K | 0.56% | 28 |
|
|
2024
Q2 | $966K | Buy |
4,774
+28
| +0.6% | +$5.66K | 0.55% | 27 |
|
|
2024
Q1 | $951K | Sell |
4,746
-920
| -16% | -$184K | 0.57% | 25 |
|
|
2023
Q4 | $964K | Buy |
5,666
+1,659
| +41% | +$282K | 0.64% | 23 |
|
|
2023
Q3 | $581K | Sell |
4,007
-2,046
| -34% | -$297K | 0.41% | 48 |
|
|
2023
Q2 | $880K | Sell |
6,053
-830
| -12% | -$121K | 0.61% | 32 |
|
|
2023
Q1 | $897K | Sell |
6,883
-920
| -12% | -$120K | 0.65% | 29 |
|
|
2022
Q4 | $1.05M | Buy |
7,803
+1,648
| +27% | +$221K | 0.82% | 24 |
|
|
2022
Q3 | $646K | Buy |
6,155
+719
| +13% | +$75.5K | 0.55% | 35 |
|
|
2022
Q2 | $612K | Buy |
5,436
+3,155
| +138% | +$355K | 0.54% | 36 |
|
|
2022
Q1 | $311K | Sell |
2,281
-749
| -25% | -$102K | 0.24% | 75 |
|
|
2021
Q4 | $480K | Buy |
3,030
+21
| +0.7% | +$3.33K | 0.37% | 61 |
|
|
2021
Q3 | $493K | Buy |
3,009
+14
| +0.5% | +$2.29K | 0.42% | 56 |
|
|
2021
Q2 | $466K | Sell |
2,995
-132
| -4% | -$20.5K | 0.4% | 55 |
|
|
2021
Q1 | $476K | Sell |
3,127
-34
| -1% | -$5.18K | 0.45% | 51 |
|
|
2020
Q4 | $402K | Buy |
+3,161
| New | +$402K | 0.4% | 58 |
|