MCM
Manchester Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.9M | Sell |
16,907
-559
| -3% | -$162K | 0.64% | 25 |
|
|
2025
Q1 | $4.28M | Buy |
17,466
+801
| +5% | +$196K | 0.53% | 36 |
|
|
2024
Q4 | $3.99M | Sell |
16,665
-3,537
| -18% | -$848K | 0.46% | 40 |
|
|
2024
Q3 | $4.26M | Sell |
20,202
-11
| -0.1% | -$2.32K | 0.5% | 37 |
|
|
2024
Q2 | $4.09M | Buy |
20,213
+99
| +0.5% | +$20K | 0.49% | 38 |
|
|
2024
Q1 | $4.03M | Buy |
20,114
+4,864
| +32% | +$974K | 0.49% | 36 |
|
|
2023
Q4 | $2.59M | Buy |
15,250
+87
| +0.6% | +$14.8K | 0.35% | 44 |
|
|
2023
Q3 | $2.2M | Buy |
15,163
+577
| +4% | +$83.7K | 0.33% | 47 |
|
|
2023
Q2 | $2.12M | Buy |
14,586
+976
| +7% | +$142K | 0.28% | 54 |
|
|
2023
Q1 | $1.77M | Buy |
13,610
+962
| +8% | +$125K | 0.23% | 61 |
|
|
2022
Q4 | $1.7M | Sell |
12,648
-3,024
| -19% | -$406K | 0.25% | 58 |
|
|
2022
Q3 | $1.64M | Buy |
15,672
+630
| +4% | +$65.8K | 0.29% | 52 |
|
|
2022
Q2 | $1.69M | Sell |
15,042
-656
| -4% | -$73.9K | 0.29% | 54 |
|
|
2022
Q1 | $2.14M | Sell |
15,698
-796
| -5% | -$109K | 0.31% | 46 |
|
|
2021
Q4 | $2.61M | Sell |
16,494
-7,185
| -30% | -$1.14M | 0.34% | 39 |
|
|
2021
Q3 | $3.88M | Buy |
23,679
+1,942
| +9% | +$318K | 0.53% | 25 |
|
|
2021
Q2 | $3.38M | Sell |
21,737
-57
| -0.3% | -$8.87K | 0.47% | 28 |
|
|
2021
Q1 | $3.32M | Buy |
21,794
+1,412
| +7% | +$215K | 0.49% | 26 |
|
|
2020
Q4 | $2.59M | Sell |
20,382
-3,175
| -13% | -$403K | 0.4% | 34 |
|
|
2020
Q3 | $2.27M | Sell |
23,557
-6,538
| -22% | -$629K | 0.35% | 39 |
|
|
2020
Q2 | $2.83M | Buy |
30,095
+3,880
| +15% | +$365K | 0.39% | 33 |
|
|
2020
Q1 | $2.36M | Buy |
26,215
+180
| +0.7% | +$16.2K | 0.38% | 32 |
|
|
2019
Q4 | $3.63M | Buy |
26,035
+800
| +3% | +$112K | 0.4% | 35 |
|
|
2019
Q3 | $2.97M | Sell |
25,235
-889
| -3% | -$105K | 0.35% | 38 |
|
|
2019
Q2 | $2.92M | Sell |
26,124
-70
| -0.3% | -$7.83K | 0.37% | 36 |
|
|
2019
Q1 | $2.65M | Buy |
26,194
+2,322
| +10% | +$235K | 0.34% | 36 |
|
|
2018
Q4 | $2.49M | Buy |
23,872
+48
| +0.2% | +$5K | 0.38% | 27 |
|
|
2018
Q3 | $2.69M | Sell |
23,824
-48
| -0.2% | -$5.42K | 0.38% | 26 |
|
|
2018
Q2 | $2.49M | Buy |
23,872
+6,234
| +35% | +$649K | 0.38% | 27 |
|
|
2018
Q1 | $1.94M | Buy |
17,638
+4,010
| +29% | +$441K | 0.31% | 31 |
|
|
2017
Q4 | $1.46M | Buy |
13,628
+5,570
| +69% | +$596K | 0.22% | 44 |
|
|
2017
Q3 | $770K | Sell |
8,058
-5,341
| -40% | -$510K | 0.12% | 86 |
|
|
2017
Q2 | $1.23M | Buy |
13,399
+350
| +3% | +$32K | 0.19% | 45 |
|
|
2017
Q1 | $1.15M | Sell |
13,049
-491
| -4% | -$43.1K | 0.18% | 49 |
|
|
2016
Q4 | $1.17M | Sell |
13,540
-52
| -0.4% | -$4.49K | 0.18% | 46 |
|
|
2016
Q3 | $905K | Sell |
13,592
-3,189
| -19% | -$212K | 0.14% | 67 |
|
|
2016
Q2 | $1.04M | Sell |
16,781
-190
| -1% | -$11.8K | 0.15% | 63 |
|
|
2016
Q1 | $1.01M | Sell |
16,971
-987
| -5% | -$58.4K | 0.14% | 69 |
|
|
2015
Q4 | $1.19M | Buy |
17,958
+3,300
| +23% | +$218K | 0.17% | 59 |
|
|
2015
Q3 | $894K | Hold |
14,658
| – | – | 0.15% | 56 |
|
|
2015
Q2 | $993K | Sell |
14,658
-270
| -2% | -$18.3K | 0.16% | 56 |
|
|
2015
Q1 | $904K | Sell |
14,928
-8,986
| -38% | -$544K | 0.14% | 60 |
|
|
2014
Q4 | $1.5M | Sell |
23,914
-600
| -2% | -$37.6K | 0.19% | 47 |
|
|
2014
Q3 | $1.48M | Sell |
24,514
-4,493
| -15% | -$271K | 0.2% | 45 |
|
|
2014
Q2 | $1.67M | Buy |
29,007
+8,153
| +39% | +$470K | 0.22% | 45 |
|
|
2014
Q1 | $1.27M | Buy |
20,854
+470
| +2% | +$28.5K | 0.2% | 55 |
|
|
2013
Q4 | $1.19M | Sell |
20,384
-595
| -3% | -$34.8K | 0.19% | 60 |
|
|
2013
Q3 | $1.08M | Sell |
20,979
-318
| -1% | -$16.4K | 0.19% | 56 |
|
|
2013
Q2 | $1.12M | Buy |
+21,297
| New | +$1.12M | 0.21% | 52 |
|