MIM
Manitou Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.6M | Buy |
112,538
+302
| +0.3% | +$87.6K | 6.2% | 8 |
|
|
2025
Q1 | $27.5M | Buy |
112,236
+927
| +0.8% | +$227K | 5.35% | 7 |
|
|
2024
Q4 | $26.7M | Sell |
111,309
-28,906
| -21% | -$6.93M | 5.27% | 9 |
|
|
2024
Q3 | $29.6M | Sell |
140,215
-27,995
| -17% | -$5.9M | 5.62% | 9 |
|
|
2024
Q2 | $34M | Sell |
168,210
-36,937
| -18% | -$7.47M | 7.61% | 5 |
|
|
2024
Q1 | $41.1M | Sell |
205,147
-986
| -0.5% | -$197K | 8.23% | 4 |
|
|
2023
Q4 | $35.1M | Sell |
206,133
-3,142
| -2% | -$534K | 7.61% | 4 |
|
|
2023
Q3 | $30.3M | Sell |
209,275
-810
| -0.4% | -$117K | 7.21% | 5 |
|
|
2023
Q2 | $30.6M | Buy |
210,085
+1,032
| +0.5% | +$150K | 7.27% | 4 |
|
|
2023
Q1 | $27.2M | Sell |
209,053
-4,703
| -2% | -$613K | 6.68% | 5 |
|
|
2022
Q4 | $28.7M | Buy |
213,756
+587
| +0.3% | +$78.7K | 5.08% | 6 |
|
|
2022
Q3 | $22.3M | Buy |
213,169
+6,479
| +3% | +$677K | 4.19% | 9 |
|
|
2022
Q2 | $23.3M | Sell |
206,690
-1,372
| -0.7% | -$154K | 4.35% | 9 |
|
|
2022
Q1 | $28.4M | Buy |
208,062
+57,369
| +38% | +$7.82M | 4.36% | 8 |
|
|
2021
Q4 | $23.9M | Buy |
150,693
+2,199
| +1% | +$348K | 3.82% | 10 |
|
|
2021
Q3 | $24.3M | Buy |
148,494
+175
| +0.1% | +$28.6K | 4.45% | 7 |
|
|
2021
Q2 | $23.1M | Sell |
148,319
-3,290
| -2% | -$512K | 4.04% | 10 |
|
|
2021
Q1 | $23.1M | Sell |
151,609
-150
| -0.1% | -$22.8K | 4.41% | 9 |
|
|
2020
Q4 | $19.3M | Buy |
151,759
+2,070
| +1% | +$263K | 4.15% | 11 |
|
|
2020
Q3 | $14.4M | Buy |
149,689
+1,640
| +1% | +$158K | 3.76% | 11 |
|
|
2020
Q2 | $13.9M | Buy |
148,049
+2,664
| +2% | +$251K | 3.58% | 12 |
|
|
2020
Q1 | $13.1M | Buy |
145,385
+44,975
| +45% | +$4.05M | 3.91% | 11 |
|
|
2019
Q4 | $14M | Buy |
100,410
+220
| +0.2% | +$30.7K | 3.12% | 14 |
|
|
2019
Q3 | $11.8M | Buy |
100,190
+760
| +0.8% | +$89.4K | 2.85% | 15 |
|
|
2019
Q2 | $11.1M | Buy |
99,430
+1,600
| +2% | +$179K | 2.76% | 16 |
|
|
2019
Q1 | $9.9M | Buy |
+97,830
| New | +$9.9M | 2.47% | 16 |
|