MCM
Marathon Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.17M | Sell |
21,276
-400
| -2% | -$116K | 1.57% | 19 |
|
|
2025
Q1 | $5.32M | Sell |
21,676
-62
| -0.3% | -$15.2K | 1.42% | 20 |
|
|
2024
Q4 | $5.21M | Buy |
21,738
+109
| +0.5% | +$26.1K | 1.3% | 21 |
|
|
2024
Q3 | $4.56M | Hold |
21,629
| – | – | 1.11% | 25 |
|
|
2024
Q2 | $4.37M | Buy |
21,629
+401
| +2% | +$81.1K | 1.11% | 20 |
|
|
2024
Q1 | $4.25M | Sell |
21,228
-175
| -0.8% | -$35.1K | 1.01% | 28 |
|
|
2023
Q4 | $3.64M | Buy |
21,403
+1,009
| +5% | +$172K | 0.92% | 31 |
|
|
2023
Q3 | $2.96M | Buy |
20,394
+335
| +2% | +$48.6K | 0.74% | 35 |
|
|
2023
Q2 | $2.92M | Sell |
20,059
-143
| -0.7% | -$20.8K | 0.72% | 36 |
|
|
2023
Q1 | $2.63M | Buy |
20,202
+16,482
| +443% | +$2.15M | 0.65% | 46 |
|
|
2022
Q4 | $499K | Sell |
3,720
-289
| -7% | -$38.8K | 0.14% | 93 |
|
|
2022
Q3 | $419K | Buy |
4,009
+3
| +0.1% | +$314 | 0.12% | 103 |
|
|
2022
Q2 | $451K | Buy |
+4,006
| New | +$451K | 0.15% | 95 |
|
|
2022
Q1 | – | Sell |
-3,902
| Closed | -$618K | – | 129 |
|
|
2021
Q4 | $618K | Sell |
3,902
-896
| -19% | -$142K | 0.14% | 94 |
|
|
2021
Q3 | $786K | Buy |
4,798
+954
| +25% | +$156K | 0.18% | 82 |
|
|
2021
Q2 | $597K | Buy |
3,844
+244
| +7% | +$37.9K | 0.14% | 88 |
|
|
2021
Q1 | $548K | Sell |
3,600
-100
| -3% | -$15.2K | 0.14% | 84 |
|
|
2020
Q4 | $470K | Buy |
3,700
+18
| +0.5% | +$2.29K | 0.14% | 85 |
|
|
2020
Q3 | $354K | Buy |
3,682
+375
| +11% | +$36.1K | 0.13% | 94 |
|
|
2020
Q2 | $311K | Buy |
3,307
+232
| +8% | +$21.8K | 0.12% | 94 |
|
|
2020
Q1 | $276K | Sell |
3,075
-25
| -0.8% | -$2.24K | 0.13% | 89 |
|
|
2019
Q4 | $432K | Buy |
+3,100
| New | +$432K | 0.15% | 82 |
|