MPA
Marvin & Palmer Associates’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.12M | Buy |
17,672
+4,873
| +38% | +$1.41M | 4.39% | 7 |
|
|
2025
Q1 | $3.14M | Hold |
12,799
| – | – | 4.69% | 9 |
|
|
2024
Q4 | $3.07M | Sell |
12,799
-95
| -0.7% | -$22.8K | 2.34% | 20 |
|
|
2024
Q3 | $2.72M | Buy |
+12,894
| New | +$2.72M | 2.28% | 24 |
|
|
2021
Q2 | – | Sell |
-46,980
| Closed | -$7.15M | – | 37 |
|
|
2021
Q1 | $7.15M | Buy |
+46,980
| New | +$7.15M | 3.18% | 21 |
|
|
2020
Q2 | – | Sell |
-42,717
| Closed | -$3.85M | – | 34 |
|
|
2020
Q1 | $3.85M | Sell |
42,717
-8,003
| -16% | -$721K | 3.68% | 16 |
|
|
2019
Q4 | $7.07M | Buy |
+50,720
| New | +$7.07M | 4.17% | 11 |
|
|
2019
Q1 | – | Sell |
-50,883
| Closed | -$4.97M | – | 32 |
|
|
2018
Q4 | $4.97M | Buy |
50,883
+1,231
| +2% | +$120K | 4.28% | 11 |
|
|
2018
Q3 | $5.6M | Buy |
49,652
+13,773
| +38% | +$1.55M | 4.25% | 11 |
|
|
2018
Q2 | $3.74M | Hold |
35,879
| – | – | 3.68% | 18 |
|
|
2018
Q1 | $3.95M | Buy |
35,879
+4,184
| +13% | +$460K | 3.61% | 16 |
|
|
2017
Q4 | $3.39M | Buy |
31,695
+3,579
| +13% | +$383K | 3.51% | 12 |
|
|
2017
Q3 | $2.69M | Sell |
28,116
-22,049
| -44% | -$2.11M | 3.3% | 15 |
|
|
2017
Q2 | $4.59M | Sell |
50,165
-465
| -0.9% | -$42.5K | 3.48% | 14 |
|
|
2017
Q1 | $4.45M | Buy |
50,630
+12,670
| +33% | +$1.11M | 3.23% | 14 |
|
|
2016
Q4 | $3.28M | Buy |
+37,960
| New | +$3.28M | 2.79% | 16 |
|
|
2014
Q2 | – | Sell |
-16,100
| Closed | -$977K | – | 75 |
|
|
2014
Q1 | $977K | Sell |
16,100
-400
| -2% | -$24.3K | 0.86% | 47 |
|
|
2013
Q4 | $965K | Sell |
16,500
-500
| -3% | -$29.2K | 0.58% | 56 |
|
|
2013
Q3 | $879K | Sell |
17,000
-4,000
| -19% | -$207K | 0.58% | 60 |
|
|
2013
Q2 | $1.11M | Buy |
+21,000
| New | +$1.11M | 0.6% | 55 |
|