Mariner’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $907M | Buy |
3,130,571
+355,848
| +13% | +$103M | 1.31% | 9 |
|
|
2025
Q1 | $681M | Buy |
2,774,723
+94,860
| +4% | +$23.3M | 1.13% | 11 |
|
|
2024
Q4 | $642M | Buy |
2,679,863
+160,973
| +6% | +$38.6M | 1.08% | 15 |
|
|
2024
Q3 | $531M | Buy |
2,518,890
+83,289
| +3% | +$17.6M | 0.94% | 16 |
|
|
2024
Q2 | $493M | Buy |
2,435,601
+142,704
| +6% | +$28.9M | 0.96% | 16 |
|
|
2024
Q1 | $459M | Buy |
2,292,897
+62,954
| +3% | +$12.6M | 0.95% | 15 |
|
|
2023
Q4 | $379M | Buy |
2,229,943
+285,331
| +15% | +$48.5M | 0.9% | 16 |
|
|
2023
Q3 | $282M | Buy |
1,944,612
+6,257
| +0.3% | +$907K | 0.76% | 21 |
|
|
2023
Q2 | $282M | Buy |
1,938,355
+12,127
| +0.6% | +$1.76M | 0.75% | 19 |
|
|
2023
Q1 | $251M | Buy |
1,926,228
+64,870
| +3% | +$8.45M | 0.73% | 21 |
|
|
2022
Q4 | $250M | Buy |
1,861,358
+96,049
| +5% | +$12.9M | 0.8% | 16 |
|
|
2022
Q3 | $184M | Buy |
1,765,309
+181,917
| +11% | +$19M | 0.74% | 22 |
|
|
2022
Q2 | $178M | Buy |
1,583,392
+272,183
| +21% | +$30.7M | 0.73% | 23 |
|
|
2022
Q1 | $179M | Buy |
1,311,209
+179,473
| +16% | +$24.5M | 0.67% | 27 |
|
|
2021
Q4 | $179M | Buy |
1,131,736
+168,958
| +18% | +$26.8M | 0.76% | 24 |
|
|
2021
Q3 | $158M | Buy |
962,778
+90,934
| +10% | +$14.9M | 0.82% | 20 |
|
|
2021
Q2 | $136M | Buy |
871,844
+35,355
| +4% | +$5.5M | 0.84% | 17 |
|
|
2021
Q1 | $127M | Sell |
836,489
-9,228
| -1% | -$1.4M | 0.89% | 17 |
|
|
2020
Q4 | $107M | Buy |
845,717
+225,693
| +36% | +$28.7M | 0.82% | 22 |
|
|
2020
Q3 | $59.7M | Buy |
620,024
+39,443
| +7% | +$3.8M | 0.56% | 40 |
|
|
2020
Q2 | $54.6M | Buy |
580,581
+41,998
| +8% | +$3.95M | 0.55% | 39 |
|
|
2020
Q1 | $48.5M | Buy |
538,583
+36,808
| +7% | +$3.32M | 0.61% | 32 |
|
|
2019
Q4 | $69.9M | Buy |
501,775
+3,008
| +0.6% | +$419K | 0.73% | 26 |
|
|
2019
Q3 | $58.7M | Buy |
498,767
+21,309
| +4% | +$2.51M | 0.7% | 29 |
|
|
2019
Q2 | $53.4M | Buy |
477,458
+9,978
| +2% | +$1.12M | 0.64% | 34 |
|
|
2019
Q1 | $35.9M | Buy |
467,480
+172,096
| +58% | +$13.2M | 0.51% | 49 |
|
|
2018
Q4 | $28.8M | Buy |
295,384
+66,367
| +29% | +$6.46M | 0.51% | 51 |
|
|
2018
Q3 | $25.8M | Buy |
229,017
+6,548
| +3% | +$739K | 0.66% | 30 |
|
|
2018
Q2 | $23.2M | Buy |
222,469
+42,973
| +24% | +$4.48M | 0.66% | 32 |
|
|
2018
Q1 | $19.7M | Buy |
179,496
+2,357
| +1% | +$259K | 0.71% | 33 |
|
|
2017
Q4 | $18.9M | Buy |
177,139
+16,400
| +10% | +$1.75M | 0.73% | 32 |
|
|
2017
Q3 | $15.4M | Buy |
160,739
+4,674
| +3% | +$446K | 0.69% | 32 |
|
|
2017
Q2 | $14.3M | Sell |
156,065
-23,167
| -13% | -$2.12M | 0.67% | 29 |
|
|
2017
Q1 | $15.7M | Buy |
179,232
+4,593
| +3% | +$403K | 0.69% | 31 |
|
|
2016
Q4 | $15.1M | Buy |
174,639
+8,882
| +5% | +$766K | 0.69% | 30 |
|
|
2016
Q3 | $11M | Buy |
165,757
+1,570
| +1% | +$105K | 0.53% | 37 |
|
|
2016
Q2 | $10.2M | Buy |
164,187
+19,860
| +14% | +$1.23M | 0.55% | 34 |
|
|
2016
Q1 | $8.55M | Buy |
144,327
+21,277
| +17% | +$1.26M | 0.51% | 37 |
|
|
2015
Q4 | $8.12M | Sell |
123,050
-24,674
| -17% | -$1.63M | 0.52% | 38 |
|
|
2015
Q3 | $9.01M | Buy |
147,724
+18,331
| +14% | +$1.12M | 0.4% | 73 |
|
|
2015
Q2 | $8.77M | Buy |
129,393
+52,366
| +68% | +$3.55M | 0.41% | 73 |
|
|
2015
Q1 | $4.67M | Buy |
77,027
+8,194
| +12% | +$496K | 0.4% | 52 |
|
|
2014
Q4 | $4.31M | Buy |
68,833
+9,442
| +16% | +$591K | 0.39% | 49 |
|
|
2014
Q3 | $3.58M | Sell |
59,391
-12,533
| -17% | -$755K | 0.4% | 46 |
|
|
2014
Q2 | $4.14M | Buy |
71,924
+9,805
| +16% | +$565K | 0.46% | 40 |
|
|
2014
Q1 | $3.77M | Sell |
62,119
-16,666
| -21% | -$1.01M | 0.49% | 39 |
|
|
2013
Q4 | $4.61M | Buy |
78,785
+993
| +1% | +$58.1K | 0.58% | 42 |
|
|
2013
Q3 | $4.02M | Sell |
77,792
-2,232
| -3% | -$115K | 0.74% | 34 |
|
|
2013
Q2 | $4.22M | Buy |
+80,024
| New | +$4.22M | 0.89% | 29 |
|