MCM
Mainstay Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.64M | Buy |
22,918
+11,470
| +100% | +$3.33M | 0.33% | 21 |
|
|
2025
Q1 | $2.81M | Hold |
11,448
| – | – | 0.39% | 18 |
|
|
2024
Q4 | $2.74M | Buy |
11,448
+415
| +4% | +$99.5K | 0.42% | 14 |
|
|
2024
Q3 | $2.33M | Sell |
11,033
-10
| -0.1% | -$2.11K | 0.39% | 20 |
|
|
2024
Q2 | $2.23M | Buy |
11,043
+10
| +0.1% | +$2.02K | 0.39% | 16 |
|
|
2024
Q1 | $2.21M | Hold |
11,033
| – | – | 0.42% | 14 |
|
|
2023
Q4 | $1.88M | Sell |
11,033
-217
| -2% | -$36.9K | 0.36% | 16 |
|
|
2023
Q3 | $1.63M | Buy |
11,250
+17
| +0.2% | +$2.47K | 0.35% | 17 |
|
|
2023
Q2 | $1.63M | Sell |
11,233
-391
| -3% | -$56.9K | 0.29% | 29 |
|
|
2023
Q1 | $1.51M | Sell |
11,624
-20
| -0.2% | -$2.61K | 0.3% | 30 |
|
|
2022
Q4 | $1.56M | Hold |
11,644
| – | – | 0.35% | 35 |
|
|
2022
Q3 | $1.22M | Hold |
11,644
| – | – | 0.3% | 41 |
|
|
2022
Q2 | $1.31M | Hold |
11,644
| – | – | 0.3% | 37 |
|
|
2022
Q1 | $1.59M | Hold |
11,644
| – | – | 0.29% | 35 |
|
|
2021
Q4 | $1.84M | Buy |
+11,644
| New | +$1.84M | 0.56% | 27 |
|
|
2021
Q3 | – | Sell |
-11,774
| Closed | -$1.83M | – | 117 |
|
|
2021
Q2 | $1.83M | Sell |
11,774
-155
| -1% | -$24.1K | 0.43% | 24 |
|
|
2021
Q1 | $1.82M | Sell |
11,929
-453
| -4% | -$69K | 0.56% | 24 |
|
|
2020
Q4 | $1.57M | Buy |
12,382
+608
| +5% | +$77.2K | 0.46% | 36 |
|
|
2020
Q3 | $1.13M | Buy |
+11,774
| New | +$1.13M | 0.3% | 51 |
|
|
2018
Q4 | – | Sell |
-1,077
| Closed | -$122K | – | 242 |
|
|
2018
Q3 | $122K | Buy |
1,077
+300
| +39% | +$34K | 0.08% | 128 |
|
|
2018
Q2 | $81K | Buy |
777
+350
| +82% | +$36.5K | 0.06% | 133 |
|
|
2018
Q1 | $46K | Sell |
427
-300
| -41% | -$32.3K | 0.04% | 161 |
|
|
2017
Q4 | $78K | Buy |
+727
| New | +$78K | 0.06% | 140 |
|