MSH Capital Advisors’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 | $8.18M | Sell |
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|
2025
Q2 | $7.75M | Buy |
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|
2025
Q1 | $6.53M | Sell |
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|
2024
Q4 | $7.26M | Sell |
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|
2024
Q3 | $6.42M | Buy |
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|
2024
Q2 | $6.13M | Buy |
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|
2024
Q1 | $6.05M | Sell |
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|
2023
Q4 | $5.2M | Sell |
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|
2023
Q3 | $4.86M | Buy |
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|
2023
Q2 | $4.8M | Buy |
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|
2023
Q1 | $2.4M | Buy |
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|
2022
Q4 | $2.42M | Buy |
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|
2022
Q3 | $1.85M | Sell |
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|
2022
Q2 | $2.05M | Buy |
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|
2022
Q1 | $2.41M | Buy |
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|
2021
Q4 | $2.42M | Buy |
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