MSH Capital Advisors’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 | $7.75M | Buy |
26,725
+98
| +0.4% | +$28.4K | 2.23% | 6 |
|
|
2025
Q1 | $6.53M | Sell |
26,627
-3,678
| -12% | -$902K | 2.02% | 9 |
|
|
2024
Q4 | $7.26M | Sell |
30,305
-119
| -0.4% | -$28.5K | 2.29% | 4 |
|
|
2024
Q3 | $6.42M | Buy |
30,424
+115
| +0.4% | +$24.2K | 1.96% | 6 |
|
|
2024
Q2 | $6.13M | Buy |
30,309
+93
| +0.3% | +$18.8K | 2.05% | 7 |
|
|
2024
Q1 | $6.05M | Sell |
30,216
-349
| -1% | -$69.9K | 2.13% | 7 |
|
|
2023
Q4 | $5.2M | Sell |
30,565
-2,948
| -9% | -$501K | 1.94% | 10 |
|
|
2023
Q3 | $4.86M | Buy |
33,513
+527
| +2% | +$76.4K | 1.91% | 8 |
|
|
2023
Q2 | $4.8M | Buy |
32,986
+14,585
| +79% | +$2.12M | 1.76% | 9 |
|
|
2023
Q1 | $2.4M | Buy |
18,401
+390
| +2% | +$50.8K | 1.02% | 23 |
|
|
2022
Q4 | $2.42M | Buy |
18,011
+294
| +2% | +$39.4K | 1.09% | 23 |
|
|
2022
Q3 | $1.85M | Sell |
17,717
-517
| -3% | -$54K | 0.91% | 33 |
|
|
2022
Q2 | $2.05M | Buy |
18,234
+558
| +3% | +$62.8K | 0.95% | 28 |
|
|
2022
Q1 | $2.41M | Buy |
17,676
+2,405
| +16% | +$328K | 0.99% | 25 |
|
|
2021
Q4 | $2.42M | Buy |
+15,271
| New | +$2.42M | 1.08% | 24 |
|