M&R Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $11.9M | Buy |
56,369
+70
| +0.1% | +$14.8K | 2.62% | 11 |
|
|
2024
Q2 | $11.4M | Buy |
56,299
+230
| +0.4% | +$46.5K | 2.72% | 10 |
|
|
2024
Q1 | $11.2M | Sell |
56,069
-1,586
| -3% | -$318K | 2.75% | 11 |
|
|
2023
Q4 | $9.81M | Sell |
57,655
-16
| -0% | -$2.72K | 2.45% | 11 |
|
|
2023
Q3 | $8.36M | Buy |
57,671
+1,099
| +2% | +$159K | 2.29% | 13 |
|
|
2023
Q2 | $8.22M | Buy |
56,572
+663
| +1% | +$96.3K | 2.15% | 13 |
|
|
2023
Q1 | $7.28M | Buy |
55,909
+440
| +0.8% | +$57.3K | 2.04% | 13 |
|
|
2022
Q4 | $7.44M | Buy |
55,469
+107
| +0.2% | +$14.3K | 2.05% | 13 |
|
|
2022
Q3 | $5.79M | Buy |
55,362
+34
| +0.1% | +$3.55K | 1.63% | 17 |
|
|
2022
Q2 | $6.23M | Sell |
55,328
-749
| -1% | -$84.3K | 1.63% | 19 |
|
|
2022
Q1 | $7.67M | Buy |
56,077
+354
| +0.6% | +$48.4K | 1.64% | 19 |
|
|
2021
Q4 | $8.82M | Sell |
55,723
-292
| -0.5% | -$46.2K | 1.83% | 18 |
|
|
2021
Q3 | $9.17M | Buy |
56,015
+188
| +0.3% | +$30.8K | 2.08% | 15 |
|
|
2021
Q2 | $8.68M | Buy |
55,827
+1,378
| +3% | +$214K | 1.99% | 16 |
|
|
2021
Q1 | $8.3M | Sell |
54,449
-1,628
| -3% | -$248K | 2.07% | 15 |
|
|
2020
Q4 | $7.12M | Sell |
56,077
-5,463
| -9% | -$693K | 1.62% | 18 |
|
|
2020
Q3 | $5.92M | Buy |
61,540
+636
| +1% | +$61.2K | 1.47% | 20 |
|
|
2020
Q2 | $5.72M | Sell |
60,904
-7,348
| -11% | -$690K | 1.53% | 18 |
|
|
2020
Q1 | $6.14M | Sell |
68,252
-5,514
| -7% | -$496K | 1.83% | 15 |
|
|
2019
Q4 | $10.3M | Sell |
73,766
-414
| -0.6% | -$57.7K | 2.31% | 11 |
|
|
2019
Q3 | $8.73M | Sell |
74,180
-3,240
| -4% | -$381K | 2.03% | 14 |
|
|
2019
Q2 | $8.66M | Buy |
77,420
+1,224
| +2% | +$137K | 1.96% | 14 |
|
|
2019
Q1 | $8.72M | Sell |
76,196
-660
| -0.9% | -$75.5K | 1.99% | 14 |
|
|
2018
Q4 | $7.5M | Sell |
76,856
-418
| -0.5% | -$40.8K | 1.96% | 16 |
|
|
2018
Q3 | $8.72M | Buy |
77,274
+204
| +0.3% | +$23K | 1.9% | 15 |
|
|
2018
Q2 | $8.03M | Sell |
77,070
-874
| -1% | -$91.1K | 1.84% | 16 |
|
|
2018
Q1 | $8.57M | Buy |
77,944
+139
| +0.2% | +$15.3K | 1.99% | 13 |
|
|
2017
Q4 | $8.32M | Buy |
77,805
+661
| +0.9% | +$70.7K | 1.93% | 17 |
|
|
2017
Q3 | $7.37M | Sell |
77,144
-1,096
| -1% | -$105K | 1.78% | 18 |
|
|
2017
Q2 | $7.15M | Buy |
78,240
+7,896
| +11% | +$722K | 1.78% | 19 |
|
|
2017
Q1 | $6.18M | Buy |
70,344
+497
| +0.7% | +$43.7K | 1.55% | 20 |
|
|
2016
Q4 | $6.03M | Buy |
69,847
+2,307
| +3% | +$199K | 1.63% | 19 |
|
|
2016
Q3 | $4.5M | Buy |
67,540
+11,825
| +21% | +$787K | 1.27% | 25 |
|
|
2016
Q2 | $3.46M | Buy |
55,715
+20,944
| +60% | +$1.3M | 1.01% | 30 |
|
|
2016
Q1 | $2.06M | Buy |
+34,771
| New | +$2.06M | 0.62% | 45 |
|