Mraz Amerine & Associates’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 | $290K | Sell |
1,000
-100
| -9% | -$29K | 0.05% | 151 |
|
|
2025
Q1 | $267K | Buy |
1,100
+59
| +6% | +$14.3K | 0.05% | 139 |
|
|
2024
Q4 | $250K | Buy |
+1,041
| New | +$250K | 0.04% | 137 |
|
|
2020
Q1 | – | Sell |
-1,787
| Closed | -$249K | – | 167 |
|
|
2019
Q4 | $249K | Hold |
1,787
| – | – | 0.07% | 138 |
|
|
2019
Q3 | $210K | Sell |
1,787
-150
| -8% | -$17.6K | 0.06% | 152 |
|
|
2019
Q2 | $217K | Sell |
1,937
-61
| -3% | -$6.83K | 0.06% | 145 |
|
|
2019
Q1 | $202K | Sell |
1,998
-84
| -4% | -$8.49K | 0.06% | 144 |
|
|
2018
Q4 | $203K | Hold |
2,082
| – | – | 0.07% | 139 |
|
|
2018
Q3 | $235K | Sell |
2,082
-12
| -0.6% | -$1.35K | 0.07% | 140 |
|
|
2018
Q2 | $218K | Hold |
2,094
| – | – | 0.07% | 143 |
|
|
2018
Q1 | $230K | Hold |
2,094
| – | – | 0.07% | 131 |
|
|
2017
Q4 | $224K | Hold |
2,094
| – | – | 0.07% | 137 |
|
|
2017
Q3 | $200K | Sell |
2,094
-190
| -8% | -$18.1K | 0.06% | 137 |
|
|
2017
Q2 | $209K | Buy |
+2,284
| New | +$209K | 0.07% | 134 |
|