MTM Investment Management’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 | $8.32M | Buy |
28,698
+309
| +1% | +$89.6K | 2.79% | 5 |
|
|
2025
Q1 | $6.92M | Sell |
28,389
-428
| -1% | -$104K | 2.67% | 5 |
|
|
2024
Q4 | $6.91M | Sell |
28,817
-80
| -0.3% | -$19.2K | 2.66% | 6 |
|
|
2024
Q3 | $6.1M | Sell |
28,897
-1
| -0% | -$211 | 2.38% | 7 |
|
|
2024
Q2 | $5.85M | Sell |
28,898
-475
| -2% | -$96.1K | 2.4% | 7 |
|
|
2024
Q1 | $5.88M | Sell |
29,373
-1,208
| -4% | -$242K | 2.43% | 6 |
|
|
2023
Q4 | $5.2M | Sell |
30,581
-267
| -0.9% | -$45.4K | 2.38% | 7 |
|
|
2023
Q3 | $4.47M | Sell |
30,848
-200
| -0.6% | -$29K | 2.26% | 9 |
|
|
2023
Q2 | $4.52M | Sell |
31,048
-55
| -0.2% | -$8K | 2.2% | 8 |
|
|
2023
Q1 | $4.05M | Buy |
31,103
+191
| +0.6% | +$24.9K | 2.08% | 8 |
|
|
2022
Q4 | $4.15M | Sell |
30,912
-1,637
| -5% | -$220K | 2.15% | 8 |
|
|
2022
Q3 | $3.4M | Buy |
32,549
+535
| +2% | +$55.9K | 1.93% | 10 |
|
|
2022
Q2 | $3.65M | Buy |
32,014
+116
| +0.4% | +$13.2K | 1.97% | 8 |
|
|
2022
Q1 | $4.35M | Buy |
31,898
+1,631
| +5% | +$222K | 2.1% | 5 |
|
|
2021
Q4 | $4.79M | Buy |
30,267
+503
| +2% | +$79.7K | 2.28% | 5 |
|
|
2021
Q3 | $4.87M | Sell |
29,764
-1,608
| -5% | -$263K | 2.65% | 5 |
|
|
2021
Q2 | $4.88M | Buy |
31,372
+68
| +0.2% | +$10.6K | 2.55% | 5 |
|
|
2021
Q1 | $4.77M | Sell |
31,304
-347
| -1% | -$52.8K | 2.69% | 5 |
|
|
2020
Q4 | $4.02M | Buy |
+31,651
| New | +$4.02M | 2.48% | 5 |
|