JP Morgan Chase’s MidCap Financial Investment MFIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $324K | Sell |
29,522
-14,944
| -34% | -$165K | ﹤0.01% | 5242 |
|
|
2025
Q4 | $509K | Sell |
44,466
-7,763
| -15% | -$92.1K | ﹤0.01% | 5032 |
|
|
2025
Q3 | $626K | Sell |
52,229
-6,534
| -11% | -$83.4K | ﹤0.01% | 4897 |
|
|
2025
Q2 | $742K | Sell |
58,763
-58,313
| -50% | -$715K | ﹤0.01% | 4555 |
|
|
2025
Q1 | $1.51M | Sell |
117,076
-49,154
| -30% | -$668K | ﹤0.01% | 4067 |
|
|
2024
Q4 | $2.24M | Buy |
166,230
+24,590
| +17% | +$334K | ﹤0.01% | 4063 |
|
|
2024
Q3 | $1.9M | Buy |
141,640
+103,741
| +274% | +$1.47M | ﹤0.01% | 4045 |
|
|
2024
Q2 | $574K | Buy |
37,899
+10,293
| +37% | +$158K | ﹤0.01% | 4613 |
|
|
2024
Q1 | $415K | Sell |
27,606
-34,806
| -56% | -$494K | ﹤0.01% | 4916 |
|
|
2023
Q4 | $854K | Buy |
62,412
+62,392
| +311,960% | +$831K | ﹤0.01% | 4440 |
|
|
2023
Q3 | $275 | Buy |
+20
| New | +$268 | ﹤0.01% | 6803 |
|
|
2023
Q2 | – | Sell |
-505
| Closed | -$6K | – | 7170 |
|
|
2023
Q1 | $6K | Sell |
505
-2,201
| -81% | -$26.4K | ﹤0.01% | 6214 |
|
|
2022
Q4 | $31K | Buy |
2,706
+1,706
| +171% | +$19.6K | ﹤0.01% | 5755 |
|
|
2022
Q3 | $10K | Sell |
1,000
-5,925
| -86% | -$72.2K | ﹤0.01% | 5964 |
|
|
2022
Q2 | $75K | Buy |
6,925
+4,525
| +189% | +$55.3K | ﹤0.01% | 5534 |
|
|
2022
Q1 | $32K | Sell |
2,400
-256,465
| -99% | -$3.4M | ﹤0.01% | 5941 |
|
|
2021
Q4 | $3.31M | Sell |
258,865
-3,735
| -1% | -$49.1K | ﹤0.01% | 3400 |
|
|
2021
Q3 | $3.41M | Buy |
262,600
+25,101
| +11% | +$342K | ﹤0.01% | 3351 |
|
|
2021
Q2 | $3.24M | Buy |
237,499
+22,304
| +10% | +$320K | ﹤0.01% | 3409 |
|
|
2021
Q1 | $2.95M | Buy |
215,195
+8,521
| +4% | +$112K | ﹤0.01% | 3409 |
|
|
2020
Q4 | $2.19M | Buy |
206,674
+12,430
| +6% | +$121K | ﹤0.01% | 3408 |
|
|
2020
Q3 | $1.61M | Buy |
194,244
+11,735
| +6% | +$109K | ﹤0.01% | 3374 |
|
|
2020
Q2 | $1.75M | Buy |
182,509
+58,084
| +47% | +$524K | ﹤0.01% | 3192 |
|
|
2020
Q1 | $840K | Sell |
124,425
-426,555
| -77% | -$6.36M | ﹤0.01% | 3514 |
|
|
2019
Q4 | $9.62M | Buy |
550,980
+298,963
| +119% | +$4.93M | ﹤0.01% | 2146 |
|
|
2019
Q3 | $4.05M | Buy |
252,017
+203,125
| +415% | +$3.32M | ﹤0.01% | 2867 |
|
|
2019
Q2 | $763K | Sell |
48,892
-253
| -0.5% | -$3.98K | ﹤0.01% | 4011 |
|
|
2019
Q1 | $744K | Sell |
49,145
-51,462
| -51% | -$772K | ﹤0.01% | 3976 |
|
|
2018
Q4 | $1.25M | Buy |
100,607
+15,081
| +18% | +$230K | ﹤0.01% | 3604 |
|
|
2018
Q3 | $1.4M | Sell |
85,526
-479
| -0.6% | -$8.16K | ﹤0.01% | 3703 |
|
|
2018
Q2 | $1.44M | Buy |
86,005
+3,463
| +4% | +$57.6K | ﹤0.01% | 3634 |
|
|
2018
Q1 | $1.29M | Buy |
82,542
+19,212
| +30% | +$319K | ﹤0.01% | 3532 |
|
|
2017
Q4 | $1.08M | Buy |
63,330
+9,138
| +17% | +$164K | ﹤0.01% | 3689 |
|
|
2017
Q3 | $977K | Buy |
54,192
+3,325
| +7% | +$61.8K | ﹤0.01% | 3531 |
|
|
2017
Q2 | $975K | Sell |
50,867
-74,130
| -59% | -$1.44M | ﹤0.01% | 3439 |
|
|
2017
Q1 | $2.46M | Sell |
124,997
-24,803
| -17% | -$459K | ﹤0.01% | 2917 |
|
|
2016
Q4 | $2.63M | Buy |
149,800
+95,569
| +176% | +$1.71M | ﹤0.01% | 2892 |
|
|
2016
Q3 | $944K | Sell |
54,231
-1,283
| -2% | -$22.5K | ﹤0.01% | 3158 |
|
|
2016
Q2 | $922K | Sell |
55,514
-72,975
| -57% | -$1.22M | ﹤0.01% | 3215 |
|
|
2016
Q1 | $2.14M | Buy |
128,489
+72,056
| +128% | +$1.11M | ﹤0.01% | 2664 |
|
|
2015
Q4 | $884K | Sell |
56,433
-18,891
| -25% | -$323K | ﹤0.01% | 3168 |
|
|
2015
Q3 | $1.24M | Sell |
75,324
-28,098
| -27% | -$556K | ﹤0.01% | 3002 |
|
|
2015
Q2 | $2.2M | Buy |
103,422
+24,122
| +30% | +$559K | ﹤0.01% | 2861 |
|
|
2015
Q1 | $1.83M | Sell |
79,300
-483,198
| -86% | -$10.9M | ﹤0.01% | 2922 |
|
|
2014
Q4 | $12.5M | Buy |
562,498
+202,975
| +56% | +$4.86M | ﹤0.01% | 1788 |
|
|
2014
Q3 | $8.81M | Buy |
359,523
+59,618
| +20% | +$1.54M | ﹤0.01% | 2003 |
|
|
2014
Q2 | $7.75M | Sell |
299,905
-250,985
| -46% | -$6.19M | ﹤0.01% | 1874 |
|
|
2014
Q1 | $13.7M | Sell |
550,890
-52,813
| -9% | -$1.36M | ﹤0.01% | 1550 |
|
|
2013
Q4 | $15.3M | Sell |
603,703
-62,303
| -9% | -$1.6M | ﹤0.01% | 1499 |
|
|
2013
Q3 | $16.3M | Buy |
666,006
+3,943
| +0.6% | +$95.7K | 0.01% | 1447 |
|
|
2013
Q2 | $15.4M | Buy |
+662,063
| New | +$16.5M | 0.01% | 1408 |
|
Other funds holding MFIC
TIM
AMH
SFM
NCM
