MAI Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $128M | Buy |
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|
2025
Q1 | $105M | Buy |
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|
2024
Q4 | $97.5M | Buy |
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|
2024
Q3 | $71.4M | Sell |
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|
2024
Q2 | $72.2M | Buy |
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|
2024
Q1 | $70.9M | Buy |
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|
2023
Q4 | $56M | Buy |
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|
2023
Q3 | $46M | Buy |
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|
2023
Q2 | $44.2M | Sell |
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|
2023
Q1 | $40.1M | Sell |
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|
2022
Q4 | $41.6M | Sell |
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|
2022
Q3 | $32.8M | Sell |
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|
2022
Q2 | $42.6M | Sell |
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|
2022
Q1 | $52.9M | Buy |
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|
2021
Q4 | $57.9M | Buy |
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|
2021
Q3 | $57.7M | Buy |
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|
2021
Q2 | $50.7M | Sell |
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|
2021
Q1 | $49.8M | Buy |
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|
2020
Q4 | $41.1M | Buy |
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|
2020
Q3 | $29.8M | Sell |
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|
2020
Q2 | $29.1M | Buy |
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|
2020
Q1 | $25.9M | Buy |
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|
2019
Q4 | $38.9M | Buy |
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|
2019
Q3 | $27.4M | Sell |
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|
2019
Q2 | $26.8M | Buy |
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|
2019
Q1 | $23.9M | Buy |
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|
2018
Q4 | $22.3M | Sell |
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|
2018
Q3 | $26M | Sell |
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|
2018
Q2 | $24M | Buy |
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|
2018
Q1 | $25M | Buy |
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|
2017
Q4 | $24.2M | Sell |
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|
2017
Q3 | $22M | Buy |
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|
2017
Q2 | $20.4M | Buy |
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|
2017
Q1 | $18.9M | Buy |
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|
2016
Q4 | $18.3M | Sell |
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|
2016
Q3 | $17.5M | Sell |
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|
2016
Q2 | $16.7M | Sell |
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|
2016
Q1 | $17.1M | Buy |
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|
2015
Q4 | $18.6M | Sell |
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|
2015
Q3 | $17.3M | Sell |
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|
2015
Q2 | $19.3M | Sell |
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|
2015
Q1 | $18.2M | Buy |
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|
2014
Q4 | $18.4M | Buy |
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|
2014
Q3 | $17.3M | Sell |
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|
2014
Q2 | $16.7M | Sell |
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|
2014
Q1 | $18M | Buy |
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|
2013
Q4 | $16.7M | Sell |
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|
2013
Q3 | $15M | Buy |
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|
2013
Q2 | $14.6M | Buy |
|