MCP
Martin Capital Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Buy |
35,840
+24,560
| +218% | +$7.12M | 4.07% | 1 |
|
|
2025
Q1 | $2.77M | Sell |
11,280
-490
| -4% | -$120K | 3.31% | 4 |
|
|
2024
Q4 | $2.82M | Sell |
11,770
-16,324
| -58% | -$3.91M | 3.35% | 4 |
|
|
2024
Q3 | $5.92M | Sell |
28,094
-8,927
| -24% | -$1.88M | 2.93% | 6 |
|
|
2024
Q2 | $7.49M | Sell |
37,021
-1,398
| -4% | -$283K | 3.02% | 5 |
|
|
2024
Q1 | $7.7M | Sell |
38,419
-16,480
| -30% | -$3.3M | 2.95% | 6 |
|
|
2023
Q4 | $9.34M | Sell |
54,899
-1,022
| -2% | -$174K | 3.81% | 1 |
|
|
2023
Q3 | $8.11M | Sell |
55,921
-281
| -0.5% | -$40.8K | 3.41% | 1 |
|
|
2023
Q2 | $8.17M | Sell |
56,202
-1,085
| -2% | -$158K | 3.32% | 2 |
|
|
2023
Q1 | $7.47M | Buy |
57,287
+1,312
| +2% | +$171K | 3.1% | 2 |
|
|
2022
Q4 | $7.51M | Buy |
55,975
+348
| +0.6% | +$46.7K | 3.1% | 5 |
|
|
2022
Q3 | $5.81M | Buy |
55,627
+4,823
| +9% | +$504K | 2.7% | 8 |
|
|
2022
Q2 | $5.72M | Buy |
50,804
+2,793
| +6% | +$315K | 2.71% | 10 |
|
|
2022
Q1 | $6.55M | Buy |
48,011
+2,016
| +4% | +$275K | 2.99% | 5 |
|
|
2021
Q4 | $7.28M | Buy |
45,995
+40
| +0.1% | +$6.33K | 3.44% | 2 |
|
|
2021
Q3 | $7.52M | Sell |
45,955
-154
| -0.3% | -$25.2K | 3.8% | 2 |
|
|
2021
Q2 | $7.17M | Buy |
46,109
+424
| +0.9% | +$66K | 3.64% | 1 |
|
|
2021
Q1 | $6.96M | Sell |
45,685
-1,268
| -3% | -$193K | 3.69% | 1 |
|
|
2020
Q4 | $5.97M | Sell |
46,953
-66
| -0.1% | -$8.39K | 3.49% | 3 |
|
|
2020
Q3 | $4.53M | Buy |
47,019
+3,472
| +8% | +$334K | 3.03% | 8 |
|
|
2020
Q2 | $4.1M | Sell |
43,547
-45
| -0.1% | -$4.23K | 2.88% | 12 |
|
|
2020
Q1 | $3.93M | Buy |
43,592
+115
| +0.3% | +$10.4K | 2.99% | 13 |
|
|
2019
Q4 | $6.06M | Buy |
43,477
+1,666
| +4% | +$232K | 3.58% | 2 |
|
|
2019
Q3 | $4.92M | Buy |
41,811
+1,101
| +3% | +$130K | 3.31% | 4 |
|
|
2019
Q2 | $4.55M | Buy |
40,710
+2,192
| +6% | +$245K | 3.22% | 6 |
|
|
2019
Q1 | $3.9M | Buy |
38,518
+5,124
| +15% | +$519K | 3.01% | 12 |
|
|
2018
Q4 | $3.26M | Buy |
33,394
+1,990
| +6% | +$194K | 3.01% | 10 |
|
|
2018
Q3 | $3.54M | Buy |
31,404
+6,181
| +25% | +$698K | 3.17% | 8 |
|
|
2018
Q2 | $2.63M | Sell |
25,223
-489
| -2% | -$50.9K | 2.68% | 16 |
|
|
2018
Q1 | $2.83M | Buy |
25,712
+608
| +2% | +$66.9K | 2.82% | 18 |
|
|
2017
Q4 | $2.69M | Buy |
+25,104
| New | +$2.69M | 2.79% | 16 |
|