Mathes Company’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 | $6.38M | Sell |
22,011
-1,147
| -5% | -$333K | 2.37% | 12 |
|
|
2025
Q1 | $5.68M | Sell |
23,158
-670
| -3% | -$164K | 2.31% | 10 |
|
|
2024
Q4 | $5.71M | Sell |
23,828
-866
| -4% | -$208K | 2.08% | 13 |
|
|
2024
Q3 | $5.21M | Sell |
24,694
-794
| -3% | -$167K | 1.84% | 15 |
|
|
2024
Q2 | $5.16M | Buy |
25,488
+445
| +2% | +$90K | 1.87% | 16 |
|
|
2024
Q1 | $5.02M | Sell |
25,043
-40
| -0.2% | -$8.01K | 1.88% | 15 |
|
|
2023
Q4 | $4.27M | Buy |
25,083
+4,843
| +24% | +$824K | 1.76% | 17 |
|
|
2023
Q3 | $3.62M | Sell |
20,240
-4,701
| -19% | -$841K | 1.68% | 19 |
|
|
2023
Q2 | $3.63M | Buy |
+24,941
| New | +$3.63M | 1.59% | 21 |
|
|
2022
Q4 | $3.36M | Sell |
25,073
-360
| -1% | -$48.3K | 1.7% | 17 |
|
|
2022
Q3 | $2.66M | Sell |
25,433
-100
| -0.4% | -$10.5K | 1.48% | 22 |
|
|
2022
Q2 | $2.88M | Sell |
25,533
-300
| -1% | -$33.8K | 1.4% | 22 |
|
|
2022
Q1 | $3.52M | Sell |
25,833
-540
| -2% | -$73.6K | 1.37% | 26 |
|
|
2021
Q4 | $4.18M | Sell |
26,373
-605
| -2% | -$95.8K | 1.43% | 21 |
|
|
2021
Q3 | $4.42M | Sell |
26,978
-1,285
| -5% | -$210K | 1.64% | 15 |
|
|
2021
Q2 | $4.4M | Sell |
28,263
-540
| -2% | -$84K | 1.58% | 20 |
|
|
2021
Q1 | $4.39M | Sell |
28,803
-450
| -2% | -$68.5K | 1.69% | 15 |
|
|
2020
Q4 | $3.72M | Buy |
29,253
+365
| +1% | +$46.4K | 1.51% | 23 |
|
|
2020
Q3 | $2.78M | Sell |
28,888
-565
| -2% | -$54.4K | 1.3% | 30 |
|
|
2020
Q2 | $2.77M | Sell |
29,453
-250
| -0.8% | -$23.5K | 1.38% | 28 |
|
|
2020
Q1 | $2.67M | Sell |
29,703
-1,635
| -5% | -$147K | 1.78% | 20 |
|
|
2019
Q4 | $4.37M | Sell |
31,338
-195
| -0.6% | -$27.2K | 2.04% | 9 |
|
|
2019
Q3 | $3.71M | Sell |
31,533
-125
| -0.4% | -$14.7K | 1.91% | 12 |
|
|
2019
Q2 | $3.54M | Sell |
31,658
-100
| -0.3% | -$11.2K | 1.87% | 15 |
|
|
2019
Q1 | $3.22M | Buy |
31,758
+240
| +0.8% | +$24.3K | 1.64% | 21 |
|
|
2018
Q4 | $3.08M | Sell |
31,518
-5,270
| -14% | -$514K | 1.94% | 10 |
|
|
2018
Q3 | $4.15M | Sell |
36,788
-3,550
| -9% | -$401K | 1.94% | 12 |
|
|
2018
Q2 | $4.2M | Sell |
40,338
-3,735
| -8% | -$389K | 2% | 10 |
|
|
2018
Q1 | $4.85M | Sell |
44,073
-10,898
| -20% | -$1.2M | 2.26% | 8 |
|
|
2017
Q4 | $5.88M | Sell |
54,971
-255
| -0.5% | -$27.3K | 2.69% | 7 |
|
|
2017
Q3 | $5.28M | Sell |
55,226
-500
| -0.9% | -$47.8K | 2.48% | 9 |
|
|
2017
Q2 | $5.09M | Buy |
55,726
+3,200
| +6% | +$292K | 2.44% | 8 |
|
|
2017
Q1 | $4.61M | Sell |
52,526
-585
| -1% | -$51.4K | 2.45% | 7 |
|
|
2016
Q4 | $4.58M | Sell |
53,111
-1,875
| -3% | -$162K | 2.52% | 6 |
|
|
2016
Q3 | $3.66M | Buy |
54,986
+8,555
| +18% | +$570K | 2.08% | 12 |
|
|
2016
Q2 | $2.89M | Sell |
46,431
-3,735
| -7% | -$232K | 1.68% | 14 |
|
|
2016
Q1 | $2.97M | Sell |
50,166
-3,225
| -6% | -$191K | 1.78% | 14 |
|
|
2015
Q4 | $3.53M | Sell |
53,391
-17,965
| -25% | -$1.19M | 2% | 9 |
|
|
2015
Q3 | $4.35M | Sell |
71,356
-925
| -1% | -$56.4K | 2.87% | 5 |
|
|
2015
Q2 | $4.9M | Sell |
72,281
-200
| -0.3% | -$13.6K | 2.62% | 5 |
|
|
2015
Q1 | $4.39M | Sell |
72,481
-1,050
| -1% | -$63.6K | 2.25% | 5 |
|
|
2014
Q4 | $4.6M | Sell |
73,531
-6,775
| -8% | -$424K | 2.41% | 5 |
|
|
2014
Q3 | $4.84M | Sell |
80,306
-140
| -0.2% | -$8.43K | 2.44% | 5 |
|
|
2014
Q2 | $4.64M | Buy |
80,446
+1,600
| +2% | +$92.2K | 2.29% | 5 |
|
|
2014
Q1 | $4.79M | Buy |
78,846
+39,440
| +100% | +$2.39M | 2.56% | 5 |
|
|
2013
Q4 | $2.3M | Buy |
+39,406
| New | +$2.3M | 1.24% | 23 |
|