MA
MCF Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.78M | Buy |
13,026
+7
| +0.1% | +$2.03K | 0.25% | 37 |
|
|
2025
Q1 | $3.19M | Sell |
13,019
-270
| -2% | -$66.2K | 0.23% | 39 |
|
|
2024
Q4 | $3.19M | Buy |
13,289
+442
| +3% | +$106K | 0.22% | 40 |
|
|
2024
Q3 | $2.71M | Buy |
12,847
+61
| +0.5% | +$12.9K | 0.19% | 43 |
|
|
2024
Q2 | $2.59M | Buy |
12,786
+587
| +5% | +$119K | 0.2% | 41 |
|
|
2024
Q1 | $2.44M | Sell |
12,199
-9,417
| -44% | -$1.89M | 0.19% | 42 |
|
|
2023
Q4 | $3.68M | Buy |
21,616
+388
| +2% | +$66K | 0.3% | 28 |
|
|
2023
Q3 | $3.08M | Buy |
21,228
+406
| +2% | +$58.9K | 0.28% | 31 |
|
|
2023
Q2 | $3.03M | Buy |
20,822
+256
| +1% | +$37.2K | 0.27% | 29 |
|
|
2023
Q1 | $2.68M | Sell |
20,566
-661
| -3% | -$86.1K | 0.25% | 32 |
|
|
2022
Q4 | $2.85M | Buy |
21,227
+99
| +0.5% | +$13.3K | 0.29% | 30 |
|
|
2022
Q3 | $2.21M | Sell |
21,128
-192
| -0.9% | -$20.1K | 0.25% | 36 |
|
|
2022
Q2 | $2.4M | Buy |
21,320
+7,587
| +55% | +$854K | 0.25% | 31 |
|
|
2022
Q1 | $1.87M | Buy |
+13,733
| New | +$1.87M | 0.18% | 39 |
|
|
2021
Q4 | – | Sell |
-13,398
| Closed | -$2.19M | – | 383 |
|
|
2021
Q3 | $2.19M | Buy |
13,398
+875
| +7% | +$143K | 0.22% | 33 |
|
|
2021
Q2 | $1.95M | Buy |
12,523
+15
| +0.1% | +$2.33K | 0.2% | 34 |
|
|
2021
Q1 | $1.9M | Buy |
12,508
+652
| +5% | +$99.2K | 0.21% | 37 |
|
|
2020
Q4 | $1.51M | Sell |
11,856
-65
| -0.5% | -$8.26K | 0.18% | 40 |
|
|
2020
Q3 | $1.15M | Buy |
11,921
+794
| +7% | +$76.5K | 0.15% | 43 |
|
|
2020
Q2 | $1.05M | Sell |
11,127
-2,513
| -18% | -$236K | 0.15% | 41 |
|
|
2020
Q1 | $1.23M | Buy |
13,640
+3,433
| +34% | +$309K | 0.21% | 43 |
|
|
2019
Q4 | $1.42M | Buy |
10,207
+103
| +1% | +$14.4K | 0.22% | 47 |
|
|
2019
Q3 | $1.19M | Buy |
10,104
+4
| +0% | +$471 | 0.19% | 52 |
|
|
2019
Q2 | $1.13M | Buy |
10,100
+1,804
| +22% | +$202K | 0.19% | 52 |
|
|
2019
Q1 | $840K | Buy |
8,296
+4
| +0% | +$405 | 0.15% | 54 |
|
|
2018
Q4 | $809K | Sell |
8,292
-78
| -0.9% | -$7.61K | 0.15% | 53 |
|
|
2018
Q3 | $944K | Sell |
8,370
-73
| -0.9% | -$8.23K | 0.17% | 46 |
|
|
2018
Q2 | $880K | Sell |
8,443
-808
| -9% | -$84.2K | 0.17% | 46 |
|
|
2018
Q1 | $1.02M | Buy |
9,251
+38
| +0.4% | +$4.18K | 0.2% | 41 |
|
|
2017
Q4 | $985K | Sell |
9,213
-741
| -7% | -$79.2K | 0.18% | 40 |
|
|
2017
Q3 | $951K | Buy |
9,954
+938
| +10% | +$89.6K | 0.19% | 37 |
|
|
2017
Q2 | $824K | Buy |
9,016
+681
| +8% | +$62.2K | 0.16% | 41 |
|
|
2017
Q1 | $732K | Sell |
8,335
-1,164
| -12% | -$102K | 0.15% | 42 |
|
|
2016
Q4 | $820K | Sell |
9,499
-52
| -0.5% | -$4.49K | 0.18% | 42 |
|
|
2016
Q3 | $636K | Sell |
9,551
-42
| -0.4% | -$2.8K | 0.15% | 46 |
|
|
2016
Q2 | $596K | Buy |
9,593
+117
| +1% | +$7.27K | 0.15% | 52 |
|
|
2016
Q1 | $561K | Sell |
9,476
-398
| -4% | -$23.6K | 0.15% | 45 |
|
|
2015
Q4 | $652K | Sell |
9,874
-875
| -8% | -$57.8K | 0.18% | 39 |
|
|
2015
Q3 | $655K | Buy |
10,749
+211
| +2% | +$12.9K | 0.17% | 39 |
|
|
2015
Q2 | $714K | Buy |
10,538
+101
| +1% | +$6.84K | 0.18% | 33 |
|
|
2015
Q1 | $632K | Buy |
10,437
+5
| +0% | +$303 | 0.16% | 34 |
|
|
2014
Q4 | $653K | Sell |
10,432
-101
| -1% | -$6.32K | 0.18% | 36 |
|
|
2014
Q3 | $639K | Buy |
10,533
+132
| +1% | +$8.01K | 0.19% | 39 |
|
|
2014
Q2 | $631K | Sell |
10,401
-991
| -9% | -$60.1K | 0.2% | 35 |
|
|
2014
Q1 | $692K | Buy |
11,392
+6,706
| +143% | +$407K | 0.23% | 35 |
|
|
2013
Q4 | $284K | Sell |
4,686
-4,132
| -47% | -$250K | 0.1% | 62 |
|
|
2013
Q3 | $535K | Buy |
8,818
+896
| +11% | +$54.4K | 0.3% | 34 |
|
|
2013
Q2 | $481K | Buy |
+7,922
| New | +$481K | 0.29% | 35 |
|