JP Morgan Chase’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $64.7M | Buy |
1,177,612
+151,719
| +15% | +$9.86M | ﹤0.01% | 1228 |
|
|
2025
Q4 | $70.5M | Buy |
1,025,893
+63,115
| +7% | +$4.21M | ﹤0.01% | 1138 |
|
|
2025
Q3 | $68.7M | Buy |
962,778
+17,220
| +2% | +$1.23M | ﹤0.01% | 1206 |
|
|
2025
Q2 | $58.9M | Sell |
945,558
-327,087
| -26% | -$18.4M | ﹤0.01% | 1236 |
|
|
2025
Q1 | $74.3M | Buy |
1,272,645
+119,746
| +10% | +$8.44M | 0.01% | 1084 |
|
|
2024
Q4 | $85.2M | Sell |
1,152,899
-53,219
| -4% | -$3.85M | 0.01% | 1018 |
|
|
2024
Q3 | $82.6M | Sell |
1,206,118
-256,185
| -18% | -$16.5M | 0.01% | 1042 |
|
|
2024
Q2 | $83.1M | Buy |
1,462,303
+187,670
| +15% | +$10.1M | 0.01% | 995 |
|
|
2024
Q1 | $72.4M | Buy |
1,274,633
+126,751
| +11% | +$6.92M | 0.01% | 1102 |
|
|
2023
Q4 | $64.4M | Sell |
1,147,882
-326,260
| -22% | -$15.3M | 0.01% | 1094 |
|
|
2023
Q3 | $66.5M | Sell |
1,474,142
-395,262
| -21% | -$18.6M | 0.01% | 984 |
|
|
2023
Q2 | $84.8M | Sell |
1,869,404
-435,120
| -19% | -$17.4M | 0.01% | 904 |
|
|
2023
Q1 | $88.6M | Sell |
2,304,524
-206,816
| -8% | -$8.88M | 0.01% | 844 |
|
|
2022
Q4 | $96.4M | Sell |
2,511,340
-23,600
| -0.9% | -$958K | 0.01% | 782 |
|
|
2022
Q3 | $85.7M | Buy |
2,534,940
+16,834
| +0.7% | +$705K | 0.01% | 786 |
|
|
2022
Q2 | $99.1M | Buy |
2,518,106
+163,205
| +7% | +$7.12M | 0.01% | 753 |
|
|
2022
Q1 | $111M | Buy |
2,354,901
+427,672
| +22% | +$22.2M | 0.01% | 797 |
|
|
2021
Q4 | $120M | Sell |
1,927,229
-215,430
| -10% | -$14.4M | 0.01% | 803 |
|
|
2021
Q3 | $133M | Sell |
2,142,659
-516,026
| -19% | -$30.9M | 0.02% | 734 |
|
|
2021
Q2 | $151M | Sell |
2,658,685
-110,999
| -4% | -$6.03M | 0.02% | 708 |
|
|
2021
Q1 | $152M | Sell |
2,769,684
-240,343
| -8% | -$12.9M | 0.02% | 665 |
|
|
2020
Q4 | $141M | Sell |
3,010,027
-14,798
| -0.5% | -$595K | 0.02% | 651 |
|
|
2020
Q3 | $103M | Buy |
3,024,825
+4,374
| +0.1% | +$138K | 0.02% | 684 |
|
|
2020
Q2 | $94.1M | Buy |
3,020,451
+84,266
| +3% | +$2.64M | 0.02% | 668 |
|
|
2020
Q1 | $82.5M | Buy |
2,936,185
+42,523
| +1% | +$1.39M | 0.02% | 634 |
|
|
2019
Q4 | $92.4M | Sell |
2,893,662
-394,474
| -12% | -$12.9M | 0.02% | 698 |
|
|
2019
Q3 | $108M | Buy |
3,288,136
+1,084,620
| +49% | +$36.8M | 0.02% | 648 |
|
|
2019
Q2 | $76.1M | Buy |
2,203,516
+593,438
| +37% | +$21.5M | 0.02% | 774 |
|
|
2019
Q1 | $67M | Buy |
1,610,078
+94,626
| +6% | +$4.04M | 0.01% | 822 |
|
|
2018
Q4 | $52.1M | Sell |
1,515,452
-174,600
| -10% | -$7.41M | 0.01% | 878 |
|
|
2018
Q3 | $92.6M | Buy |
1,690,052
+308,573
| +22% | +$18.1M | 0.02% | 733 |
|
|
2018
Q2 | $81M | Sell |
1,381,479
-202,152
| -13% | -$11.6M | 0.02% | 731 |
|
|
2018
Q1 | $80.5M | Buy |
1,583,631
+135,821
| +9% | +$6.96M | 0.02% | 719 |
|
|
2017
Q4 | $70.2M | Sell |
1,447,810
-38,985
| -3% | -$1.76M | 0.02% | 811 |
|
|
2017
Q3 | $64.4M | Buy |
1,486,795
+19,377
| +1% | +$775K | 0.02% | 805 |
|
|
2017
Q2 | $57M | Sell |
1,467,418
-79,040
| -5% | -$2.95M | 0.01% | 846 |
|
|
2017
Q1 | $59.5M | Buy |
1,546,458
+292,662
| +23% | +$10.6M | 0.01% | 850 |
|
|
2016
Q4 | $42.5M | Buy |
1,253,796
+55,910
| +5% | +$1.58M | 0.01% | 982 |
|
|
2016
Q3 | $32.2M | Buy |
1,197,886
+21,972
| +2% | +$565K | 0.01% | 1063 |
|
|
2016
Q2 | $26.5M | Buy |
1,175,914
+99,629
| +9% | +$2.66M | 0.01% | 1200 |
|
|
2016
Q1 | $30.4M | Sell |
1,076,285
-135,583
| -11% | -$3.47M | 0.01% | 1064 |
|
|
2015
Q4 | $35.4M | Sell |
1,211,868
-6,761
| -0.6% | -$194K | 0.01% | 991 |
|
|
2015
Q3 | $32M | Sell |
1,218,629
-77
| -0% | -$2.18K | 0.01% | 990 |
|
|
2015
Q2 | $35M | Buy |
1,218,706
+21,581
| +2% | +$631K | 0.01% | 1059 |
|
|
2015
Q1 | $36.1M | Buy |
1,197,125
+103,752
| +9% | +$3.27M | 0.01% | 1054 |
|
|
2014
Q4 | $38.2M | Buy |
1,093,373
+134,669
| +14% | +$4.45M | 0.01% | 1078 |
|
|
2014
Q3 | $32.7M | Sell |
958,704
-191,108
| -17% | -$6.46M | 0.01% | 1149 |
|
|
2014
Q2 | $38.6M | Buy |
+1,149,812
| New | +$34.9M | 0.01% | 981 |
|
Other funds holding MC
VPM
WA
VCM
LCOV
