MainStreet Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.6M | Sell |
77,847
-1,928
| -2% | -$559K | 3.12% | 6 |
|
|
2025
Q1 | $19.6M | Sell |
79,775
-3,249
| -4% | -$797K | 2.85% | 6 |
|
|
2024
Q4 | $19.9M | Sell |
83,024
-2,208
| -3% | -$529K | 2.79% | 8 |
|
|
2024
Q3 | $18M | Sell |
85,232
-5,983
| -7% | -$1.26M | 2.39% | 8 |
|
|
2024
Q2 | $18.4M | Sell |
91,215
-3,996
| -4% | -$808K | 2.26% | 9 |
|
|
2024
Q1 | $19.1M | Sell |
95,211
-2,819
| -3% | -$565K | 2.29% | 10 |
|
|
2023
Q4 | $16.7M | Sell |
98,030
-6,260
| -6% | -$1.06M | 1.89% | 12 |
|
|
2023
Q3 | $15.1M | Sell |
104,290
-2,565
| -2% | -$372K | 1.76% | 15 |
|
|
2023
Q2 | $15.5M | Sell |
106,855
-3,222
| -3% | -$469K | 1.69% | 15 |
|
|
2023
Q1 | $14.3M | Buy |
110,077
+685
| +0.6% | +$89.3K | 1.55% | 19 |
|
|
2022
Q4 | $14.7M | Sell |
109,392
-2,044
| -2% | -$274K | 1.64% | 18 |
|
|
2022
Q3 | $11.6M | Buy |
111,436
+7
| +0% | +$731 | 1.42% | 19 |
|
|
2022
Q2 | $12.5M | Sell |
111,429
-54
| -0% | -$6.08K | 1.44% | 17 |
|
|
2022
Q1 | $15.2M | Buy |
111,483
+787
| +0.7% | +$107K | 1.42% | 18 |
|
|
2021
Q4 | $17.5M | Sell |
110,696
-743
| -0.7% | -$118K | 1.53% | 19 |
|
|
2021
Q3 | $18.2M | Sell |
111,439
-1,780
| -2% | -$291K | 1.76% | 13 |
|
|
2021
Q2 | $17.6M | Sell |
113,219
-223
| -0.2% | -$34.7K | 1.5% | 18 |
|
|
2021
Q1 | $17.3M | Sell |
113,442
-3,749
| -3% | -$571K | 1.44% | 19 |
|
|
2020
Q4 | $14.9M | Sell |
117,191
-5,479
| -4% | -$696K | 1.18% | 21 |
|
|
2020
Q3 | $11.8M | Sell |
122,670
-20,989
| -15% | -$2.02M | 0.92% | 29 |
|
|
2020
Q2 | $13.5M | Buy |
143,659
+10,924
| +8% | +$1.03M | 0.92% | 25 |
|
|
2020
Q1 | $12M | Buy |
132,735
+21,740
| +20% | +$1.96M | 1.47% | 17 |
|
|
2019
Q4 | $15.5M | Buy |
110,995
+7,569
| +7% | +$1.06M | 1.71% | 13 |
|
|
2019
Q3 | $12.2M | Buy |
103,426
+997
| +1% | +$117K | 1.59% | 16 |
|
|
2019
Q2 | $11.5M | Buy |
102,429
+444
| +0.4% | +$49.6K | 1.5% | 16 |
|
|
2019
Q1 | $10.3M | Buy |
101,985
+1,910
| +2% | +$193K | 1.46% | 18 |
|
|
2018
Q4 | $9.77M | Buy |
100,075
+171
| +0.2% | +$16.7K | 1.51% | 15 |
|
|
2018
Q3 | $11.3M | Buy |
99,904
+415
| +0.4% | +$46.8K | 1.52% | 14 |
|
|
2018
Q2 | $10.4M | Buy |
99,489
+5,027
| +5% | +$524K | 1.5% | 12 |
|
|
2018
Q1 | $10.4M | Buy |
94,462
+7,542
| +9% | +$829K | 1.6% | 11 |
|
|
2017
Q4 | $9.3M | Buy |
+86,920
| New | +$9.3M | 1.42% | 14 |
|