MPIM
McGinn Penninger Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Sell |
41,462
-5,250
| -11% | -$1.52M | 7.61% | 3 |
|
|
2025
Q1 | $11.5M | Sell |
46,712
-612
| -1% | -$150K | 7.5% | 4 |
|
|
2024
Q4 | $11.3M | Sell |
47,324
-207
| -0.4% | -$49.6K | 7.58% | 4 |
|
|
2024
Q3 | $10M | Sell |
47,531
-170
| -0.4% | -$35.8K | 6.67% | 4 |
|
|
2024
Q2 | $9.65M | Sell |
47,701
-264
| -0.6% | -$53.4K | 6.56% | 4 |
|
|
2024
Q1 | $9.61M | Sell |
47,965
-374
| -0.8% | -$74.9K | 6.3% | 4 |
|
|
2023
Q4 | $8.22M | Sell |
48,339
-420
| -0.9% | -$71.4K | 5.97% | 4 |
|
|
2023
Q3 | $7.07M | Sell |
48,759
-1,648
| -3% | -$239K | 5.57% | 4 |
|
|
2023
Q2 | $7.33M | Sell |
50,407
-17
| -0% | -$2.47K | 5.3% | 4 |
|
|
2023
Q1 | $6.57M | Sell |
50,424
-4,729
| -9% | -$616K | 5% | 5 |
|
|
2022
Q4 | $7.4M | Sell |
55,153
-580
| -1% | -$77.8K | 5.32% | 4 |
|
|
2022
Q3 | $5.82M | Buy |
55,733
+246
| +0.4% | +$25.7K | 5.01% | 5 |
|
|
2022
Q2 | $6.25M | Buy |
55,487
+23
| +0% | +$2.59K | 4.96% | 4 |
|
|
2022
Q1 | $7.56M | Sell |
55,464
-926
| -2% | -$126K | 5.06% | 4 |
|
|
2021
Q4 | $8.93M | Sell |
56,390
-362
| -0.6% | -$57.3K | 5.9% | 3 |
|
|
2021
Q3 | $9.29M | Sell |
56,752
-298
| -0.5% | -$48.8K | 6.69% | 3 |
|
|
2021
Q2 | $8.87M | Sell |
57,050
-640
| -1% | -$99.6K | 6.35% | 3 |
|
|
2021
Q1 | $8.78M | Sell |
57,690
-3,279
| -5% | -$499K | 6.49% | 3 |
|
|
2020
Q4 | $7.75M | Buy |
+60,969
| New | +$7.75M | 7.13% | 3 |
|