MTM Investment Management’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
$8.99M Sell
2025
Q2
$8.32M Buy
2025
Q1
$6.92M Sell
2024
Q4
$6.91M Sell
2024
Q3
$6.1M Sell
2024
Q2
$5.85M Sell
2024
Q1
$5.88M Sell
2023
Q4
$5.2M Sell
2023
Q3
$4.47M Sell
2023
Q2
$4.52M Sell
2023
Q1
$4.05M Buy
2022
Q4
$4.15M Sell
2022
Q3
$3.4M Buy
2022
Q2
$3.65M Buy
2022
Q1
$4.35M Buy
2021
Q4
$4.79M Buy
2021
Q3
$4.87M Sell
2021
Q2
$4.88M Buy
2021
Q1
$4.76M Sell
2020
Q4
$4.02M Buy