Mystic Asset 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 | $13.3M | Sell |
45,880
-74
| -0.2% | -$21.5K | 3.22% | 4 |
|
|
2025
Q1 | $11.3M | Buy |
45,954
+2,309
| +5% | +$566K | 2.97% | 4 |
|
|
2024
Q4 | $10.5M | Buy |
43,645
+17,900
| +70% | +$4.29M | 2.81% | 5 |
|
|
2024
Q3 | $5.43M | Sell |
25,745
-323
| -1% | -$68.1K | 2.05% | 10 |
|
|
2024
Q2 | $5.27M | Sell |
26,068
-4
| -0% | -$809 | 2.13% | 10 |
|
|
2024
Q1 | $5.22M | Buy |
26,072
+777
| +3% | +$156K | 2.16% | 10 |
|
|
2023
Q4 | $4.3M | Buy |
25,295
+923
| +4% | +$157K | 2.06% | 9 |
|
|
2023
Q3 | $3.53M | Sell |
24,372
-104
| -0.4% | -$15.1K | 1.99% | 9 |
|
|
2023
Q2 | $3.56M | Sell |
24,476
-220
| -0.9% | -$32K | 1.91% | 9 |
|
|
2023
Q1 | $3.22M | Sell |
24,696
-324
| -1% | -$42.2K | 1.78% | 11 |
|
|
2022
Q4 | $3.36M | Buy |
25,020
+1,479
| +6% | +$198K | 1.91% | 8 |
|
|
2022
Q3 | $2.46M | Buy |
23,541
+450
| +2% | +$47K | 1.58% | 13 |
|
|
2022
Q2 | $2.6M | Buy |
23,091
+595
| +3% | +$67K | 1.59% | 12 |
|
|
2022
Q1 | $3.07M | Buy |
22,496
+250
| +1% | +$34.1K | 1.65% | 11 |
|
|
2021
Q4 | $3.52M | Buy |
+22,246
| New | +$3.52M | 1.66% | 10 |
|