MA
MSA Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.05M | Hold |
31,200
| – | – | 2.27% | 11 |
|
|
2025
Q1 | $7.65M | Buy |
31,200
+3,850
| +14% | +$944K | 1.96% | 13 |
|
|
2024
Q4 | $6.56M | Sell |
27,350
-6,050
| -18% | -$1.45M | 1.64% | 12 |
|
|
2024
Q3 | $7.04M | Sell |
33,400
-500
| -1% | -$105K | 1.82% | 13 |
|
|
2024
Q2 | $6.86M | Sell |
33,900
-200
| -0.6% | -$40.5K | 1.97% | 12 |
|
|
2024
Q1 | $6.83M | Sell |
34,100
-3,050
| -8% | -$611K | 2.04% | 12 |
|
|
2023
Q4 | $6.32M | Buy |
+37,150
| New | +$6.32M | 2.2% | 12 |
|