MHS
M Holdings Securities’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.59M | Buy |
33,168
+6,905
| +26% | +$2M | 1.64% | 14 |
|
|
2025
Q1 | $6.44M | Buy |
26,263
+435
| +2% | +$107K | 1.07% | 21 |
|
|
2024
Q4 | $6.19M | Sell |
25,828
-1,033
| -4% | -$248K | 1% | 24 |
|
|
2024
Q3 | $5.66M | Sell |
26,861
-55,697
| -67% | -$11.7M | 1.42% | 17 |
|
|
2024
Q2 | $16.7M | Buy |
82,558
+56,992
| +223% | +$11.5M | 2.16% | 9 |
|
|
2024
Q1 | $5.12M | Sell |
25,566
-7,241
| -22% | -$1.45M | 0.86% | 22 |
|
|
2023
Q4 | $5.58M | Buy |
32,807
+4,303
| +15% | +$732K | 0.63% | 33 |
|
|
2023
Q3 | $4.13M | Buy |
28,504
+24,309
| +579% | +$3.53M | 0.55% | 39 |
|
|
2023
Q2 | $610K | Sell |
4,195
-25,407
| -86% | -$3.69M | 0.13% | 67 |
|
|
2023
Q1 | $3.86M | Sell |
29,602
-10,272
| -26% | -$1.34M | 0.4% | 35 |
|
|
2022
Q4 | $5.35M | Sell |
39,874
-25
| -0.1% | -$3.35K | 0.56% | 35 |
|
|
2022
Q3 | $4.17M | Sell |
39,899
-256
| -0.6% | -$26.7K | 0.46% | 43 |
|
|
2022
Q2 | $4.52M | Buy |
40,155
+1,117
| +3% | +$126K | 0.46% | 48 |
|
|
2022
Q1 | $5.32M | Buy |
+39,038
| New | +$5.32M | 0.4% | 51 |
|
|
2021
Q2 | $7.33M | Sell |
47,144
-3,724
| -7% | -$579K | 0.72% | 31 |
|
|
2021
Q1 | $7.74M | Buy |
50,868
+16,085
| +46% | +$2.45M | 0.71% | 27 |
|
|
2020
Q4 | $4.42M | Buy |
34,783
+764
| +2% | +$97.1K | 0.56% | 42 |
|
|
2020
Q3 | $3.28M | Buy |
34,019
+1,155
| +4% | +$111K | 0.52% | 49 |
|
|
2020
Q2 | $3.09M | Sell |
32,864
-17,285
| -34% | -$1.63M | 0.55% | 47 |
|
|
2020
Q1 | $4.52M | Buy |
50,149
+20,057
| +67% | +$1.81M | 0.67% | 38 |
|
|
2019
Q4 | $4.2M | Sell |
30,092
-1,808
| -6% | -$252K | 1.23% | 16 |
|
|
2019
Q3 | $3.75M | Sell |
31,900
-966
| -3% | -$114K | 1.15% | 23 |
|
|
2019
Q2 | $3.67M | Sell |
32,866
-26,017
| -44% | -$2.91M | 1.24% | 19 |
|
|
2019
Q1 | $5.96M | Buy |
58,883
+28,808
| +96% | +$2.92M | 1.38% | 11 |
|
|
2018
Q4 | $2.94M | Sell |
30,075
-1,492
| -5% | -$146K | 0.91% | 23 |
|
|
2018
Q3 | $3.56M | Buy |
31,567
+347
| +1% | +$39.2K | 0.93% | 18 |
|
|
2018
Q2 | $3.25M | Buy |
31,220
+3,386
| +12% | +$353K | 0.89% | 22 |
|
|
2018
Q1 | $3.06M | Sell |
27,834
-241
| -0.9% | -$26.5K | 0.93% | 19 |
|
|
2017
Q4 | $3M | Buy |
28,075
+435
| +2% | +$46.5K | 0.9% | 21 |
|
|
2017
Q3 | $2.64M | Buy |
27,640
+119
| +0.4% | +$11.4K | 0.83% | 23 |
|
|
2017
Q2 | $2.52M | Sell |
27,521
-1,433
| -5% | -$131K | 0.86% | 21 |
|
|
2017
Q1 | $2.54M | Sell |
28,954
-1,035
| -3% | -$90.9K | 0.98% | 18 |
|
|
2016
Q4 | $2.59M | Sell |
29,989
-150
| -0.5% | -$12.9K | 0.9% | 24 |
|
|
2016
Q3 | $2.01M | Buy |
30,139
+19
| +0.1% | +$1.27K | 0.91% | 20 |
|
|
2016
Q2 | $1.87M | Buy |
30,120
+5,389
| +22% | +$335K | 0.96% | 18 |
|
|
2016
Q1 | $1.47M | Buy |
24,731
+5,256
| +27% | +$311K | 0.9% | 25 |
|
|
2015
Q4 | $1.29M | Buy |
19,475
+812
| +4% | +$53.6K | 0.86% | 24 |
|
|
2015
Q3 | $1.14M | Buy |
18,663
+2,358
| +14% | +$144K | 0.81% | 29 |
|
|
2015
Q2 | $1.11M | Sell |
16,305
-197
| -1% | -$13.4K | 0.74% | 37 |
|
|
2015
Q1 | $1M | Buy |
16,502
+1,276
| +8% | +$77.3K | 0.65% | 40 |
|
|
2014
Q4 | $953K | Sell |
15,226
-1,676
| -10% | -$105K | 0.62% | 46 |
|
|
2014
Q3 | $1.01M | Buy |
16,902
+279
| +2% | +$16.6K | 0.56% | 42 |
|
|
2014
Q2 | $958K | Buy |
16,623
+12,863
| +342% | +$741K | 0.61% | 47 |
|
|
2014
Q1 | $228K | Sell |
3,760
-8,766
| -70% | -$532K | 0.24% | 110 |
|
|
2013
Q4 | $733K | Buy |
+12,526
| New | +$733K | 0.52% | 52 |
|