Mutual Advisors’s JPMorgan Chase JPM Stock Holding History

Mutual Advisors’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$28.4M	Sell	95,090 -845	-0.9%	-$252K	0.71%	18
2025 Q1	$23.4M	Sell	95,935 -1,686	-2%	-$411K	0.67%	18
2024 Q4	$24.8M	Sell	97,621 -8,311	-8%	-$2.11M	0.72%	17
2024 Q3	$23.8M	Buy	105,932 +447	+0.4%	+$101K	0.7%	19
2024 Q2	$22.2M	Buy	105,485 +2,063	+2%	+$435K	0.67%	19
2024 Q1	$20.7M	Sell	103,422 -105	-0.1%	-$21K	0.66%	19
2023 Q4	$17.6M	Buy	103,527 +12,266	+13%	+$2.09M	0.61%	18
2023 Q3	$13.2M	Buy	91,261 +232	+0.3%	+$33.6K	0.52%	30
2023 Q2	$13.2M	Buy	91,029 +4,677	+5%	+$680K	0.5%	25
2023 Q1	$11.3M	Buy	86,352 +1,446	+2%	+$188K	0.46%	29
2022 Q4	$11.4M	Buy	84,906 +2,817	+3%	+$378K	0.51%	26
2022 Q3	$8.58M	Buy	82,089 +5,366	+7%	+$561K	0.44%	37
2022 Q2	$8.64M	Buy	76,723 +7,815	+11%	+$880K	0.57%	25
2022 Q1	$9.39M	Buy	68,908 +8,532	+14%	+$1.16M	0.53%	27
2021 Q4	$9.56M	Buy	60,376 +1,032	+2%	+$163K	0.51%	29
2021 Q3	$9.71M	Buy	59,344 +6,834	+13%	+$1.12M	0.57%	25
2021 Q2	$8.17M	Buy	52,510 +4,772	+10%	+$742K	0.48%	34
2021 Q1	$7.27M	Buy	47,738 +509	+1%	+$77.5K	0.5%	36
2020 Q4	$6M	Sell	47,229 -8,910	-16%	-$1.13M	0.45%	43
2020 Q3	$5.41M	Buy	56,139 +8,974	+19%	+$864K	0.47%	41
2020 Q2	$4.44M	Buy	47,165 +10,550	+29%	+$992K	0.44%	48
2020 Q1	$3.3M	Buy	36,615 +6,241	+21%	+$562K	0.45%	45
2019 Q4	$4.23M	Buy	30,374 +2,569	+9%	+$358K	0.45%	45
2019 Q3	$3.27M	Buy	27,805 +1,331	+5%	+$157K	0.43%	49
2019 Q2	$2.96M	Sell	26,474 -466	-2%	-$52.1K	0.38%	53
2019 Q1	$2.73M	Buy	26,940 +1,559	+6%	+$158K	0.4%	54
2018 Q4	$2.48M	Buy	25,381 +1,733	+7%	+$169K	0.49%	38
2018 Q3	$2.67M	Buy	23,648 +4,927	+26%	+$556K	0.41%	47
2018 Q2	$1.95M	Buy	18,721 +1,191	+7%	+$124K	0.44%	52
2018 Q1	$1.93M	Buy	17,530 +2,390	+16%	+$263K	0.49%	38
2017 Q4	$1.62M	Buy	+15,140	New	+$1.62M	0.61%	38