MIM
Macroview Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Sell |
958
-38
| -4% | -$11K | 0.23% | 75 |
|
|
2025
Q1 | $244K | Buy |
996
+129
| +15% | +$31.6K | 0.23% | 73 |
|
|
2024
Q4 | $208K | Hold |
867
| – | – | 0.21% | 78 |
|
|
2024
Q3 | $183K | Buy |
867
+12
| +1% | +$2.53K | 0.18% | 79 |
|
|
2024
Q2 | $173K | Buy |
855
+13
| +2% | +$2.63K | 0.18% | 76 |
|
|
2024
Q1 | $169K | Hold |
842
| – | – | 0.19% | 79 |
|
|
2023
Q4 | $143K | Buy |
842
+604
| +254% | +$103K | 0.17% | 87 |
|
|
2023
Q3 | $34.5K | Buy |
238
+235
| +7,833% | +$34K | 0.05% | 127 |
|
|
2023
Q2 | $437 | Buy |
+3
| New | +$437 | ﹤0.01% | 453 |
|
|
2023
Q1 | – | Sell |
-98
| Closed | -$13.1K | – | 488 |
|
|
2022
Q4 | $13.1K | Buy |
+98
| New | +$13.1K | 0.02% | 163 |
|
|
2022
Q3 | – | Sell |
-27
| Closed | -$3K | – | 463 |
|
|
2022
Q2 | $3K | Buy |
27
+9
| +50% | +$1K | ﹤0.01% | 347 |
|
|
2022
Q1 | $2K | Hold |
18
| – | – | ﹤0.01% | 351 |
|
|
2021
Q4 | $3K | Hold |
18
| – | – | ﹤0.01% | 304 |
|
|
2021
Q3 | $3K | Hold |
18
| – | – | ﹤0.01% | 300 |
|
|
2021
Q2 | $3K | Sell |
18
-3
| -14% | -$500 | ﹤0.01% | 326 |
|
|
2021
Q1 | $3K | Hold |
21
| – | – | ﹤0.01% | 290 |
|
|
2020
Q4 | $3K | Buy |
21
+1
| +5% | +$143 | ﹤0.01% | 275 |
|
|
2020
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 274 |
|
|
2020
Q2 | $2K | Sell |
20
-67
| -77% | -$6.7K | ﹤0.01% | 268 |
|
|
2020
Q1 | $8K | Buy |
87
+22
| +34% | +$2.02K | 0.02% | 127 |
|
|
2019
Q4 | $9K | Hold |
65
| – | – | 0.02% | 144 |
|
|
2019
Q3 | $8K | Buy |
65
+23
| +55% | +$2.83K | 0.02% | 152 |
|
|
2019
Q2 | $5K | Hold |
42
| – | – | 0.01% | 167 |
|
|
2019
Q1 | $4K | Hold |
42
| – | – | 0.01% | 203 |
|
|
2018
Q4 | $4K | Hold |
42
| – | – | 0.01% | 169 |
|
|
2018
Q3 | $5K | Buy |
+42
| New | +$5K | 0.02% | 154 |
|
|
2015
Q1 | – | Sell |
-30
| Closed | -$2K | – | 180 |
|
|
2014
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 128 |
|
|
2014
Q3 | $2K | Sell |
30
-5
| -14% | -$333 | ﹤0.01% | 135 |
|
|
2014
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 148 |
|
|
2014
Q1 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 229 |
|