Marco Investment Management’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 | $46.1M | Buy |
158,950
+1,864
| +1% | +$540K | 3.84% | 3 |
|
|
2025
Q1 | $38.5M | Sell |
157,086
-383
| -0.2% | -$94K | 3.57% | 3 |
|
|
2024
Q4 | $37.7M | Sell |
157,469
-2,885
| -2% | -$692K | 3.26% | 3 |
|
|
2024
Q3 | $33.8M | Sell |
160,354
-113
| -0.1% | -$23.8K | 2.92% | 5 |
|
|
2024
Q2 | $32.5M | Buy |
160,467
+1,422
| +0.9% | +$288K | 2.99% | 6 |
|
|
2024
Q1 | $31.9M | Sell |
159,045
-4,113
| -3% | -$824K | 3% | 5 |
|
|
2023
Q4 | $27.8M | Sell |
163,158
-1,307
| -0.8% | -$222K | 2.84% | 5 |
|
|
2023
Q3 | $23.9M | Sell |
164,465
-5,554
| -3% | -$805K | 2.74% | 6 |
|
|
2023
Q2 | $24.7M | Sell |
170,019
-620
| -0.4% | -$90.2K | 2.67% | 6 |
|
|
2023
Q1 | $22.2M | Sell |
170,639
-5,877
| -3% | -$766K | 2.51% | 8 |
|
|
2022
Q4 | $23.7M | Sell |
176,516
-2,140
| -1% | -$287K | 2.76% | 6 |
|
|
2022
Q3 | $18.7M | Sell |
178,656
-311
| -0.2% | -$32.5K | 2.37% | 10 |
|
|
2022
Q2 | $20.2M | Buy |
178,967
+1,117
| +0.6% | +$126K | 2.35% | 10 |
|
|
2022
Q1 | $24.2M | Buy |
177,850
+13,358
| +8% | +$1.82M | 2.46% | 8 |
|
|
2021
Q4 | $26M | Buy |
164,492
+2,275
| +1% | +$360K | 2.56% | 7 |
|
|
2021
Q3 | $26.6M | Buy |
162,217
+1,685
| +1% | +$276K | 2.93% | 3 |
|
|
2021
Q2 | $25M | Buy |
160,532
+3,664
| +2% | +$570K | 2.9% | 4 |
|
|
2021
Q1 | $23.9M | Sell |
156,868
-150
| -0.1% | -$22.8K | 3.12% | 3 |
|
|
2020
Q4 | $20M | Sell |
157,018
-735
| -0.5% | -$93.4K | 2.86% | 4 |
|
|
2020
Q3 | $15.2M | Sell |
157,753
-1,383
| -0.9% | -$133K | 2.49% | 11 |
|
|
2020
Q2 | $15M | Sell |
159,136
-14,517
| -8% | -$1.37M | 2.74% | 8 |
|
|
2020
Q1 | $15.6M | Sell |
173,653
-920
| -0.5% | -$82.8K | 3.31% | 6 |
|
|
2019
Q4 | $24.3M | Sell |
174,573
-2,091
| -1% | -$291K | 3.78% | 3 |
|
|
2019
Q3 | $20.8M | Sell |
176,664
-2,452
| -1% | -$289K | 3.55% | 2 |
|
|
2019
Q2 | $20M | Buy |
179,116
+92
| +0.1% | +$10.3K | 3.57% | 2 |
|
|
2019
Q1 | $18.1M | Sell |
179,024
-4,161
| -2% | -$421K | 3.37% | 3 |
|
|
2018
Q4 | $17.9M | Sell |
183,185
-599
| -0.3% | -$58.5K | 3.55% | 2 |
|
|
2018
Q3 | $20.7M | Sell |
183,784
-1,689
| -0.9% | -$191K | 2.95% | 4 |
|
|
2018
Q2 | $19.3M | Sell |
185,473
-4,100
| -2% | -$427K | 3% | 4 |
|
|
2018
Q1 | $20.8M | Sell |
189,573
-360
| -0.2% | -$39.6K | 3.24% | 3 |
|
|
2017
Q4 | $20.3M | Sell |
189,933
-12,460
| -6% | -$1.33M | 3.1% | 2 |
|
|
2017
Q3 | $19.3M | Sell |
202,393
-6,200
| -3% | -$592K | 3.02% | 3 |
|
|
2017
Q2 | $19.1M | Hold |
208,593
| – | – | 3.15% | 3 |
|
|
2017
Q1 | $18.3M | Buy |
208,593
+3,790
| +2% | +$333K | 3.11% | 2 |
|
|
2016
Q4 | $17.7M | Sell |
204,803
-550
| -0.3% | -$47.5K | 3.08% | 2 |
|
|
2016
Q3 | $13.7M | Buy |
205,353
+856
| +0.4% | +$57K | 2.45% | 4 |
|
|
2016
Q2 | $12.7M | Buy |
204,497
+1,110
| +0.5% | +$69K | 2.36% | 6 |
|
|
2016
Q1 | $12K | Buy |
203,387
+6,989
| +4% | +$414 | 1.74% | 7 |
|
|
2015
Q4 | $13M | Buy |
196,398
+33,800
| +21% | +$2.23M | 2.41% | 6 |
|
|
2015
Q3 | $9.91M | Buy |
162,598
+1,300
| +0.8% | +$79.3K | 1.96% | 9 |
|
|
2015
Q2 | $10.9M | Sell |
161,298
-51,300
| -24% | -$3.48M | 1.83% | 11 |
|
|
2015
Q1 | $12.9M | Sell |
212,598
-4,965
| -2% | -$301K | 2.24% | 7 |
|
|
2014
Q4 | $13.6M | Buy |
217,563
+5,800
| +3% | +$363K | 1.71% | 9 |
|
|
2014
Q3 | $12.8M | Sell |
211,763
-6,600
| -3% | -$398K | 1.76% | 7 |
|
|
2014
Q2 | $12.6M | Buy |
218,363
+51,391
| +31% | +$2.96M | 2.4% | 6 |
|
|
2014
Q1 | $10.1M | Buy |
166,972
+38,198
| +30% | +$2.32M | 2.11% | 7 |
|
|
2013
Q4 | $7.53K | Sell |
128,774
-7,300
| -5% | -$427 | 0.4% | 16 |
|
|
2013
Q3 | $7.03M | Sell |
136,074
-250
| -0.2% | -$12.9K | 1.62% | 14 |
|
|
2013
Q2 | $7.2M | Buy |
+136,324
| New | +$7.2M | 2.08% | 11 |
|