MCM
McMillion Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.65M | Sell |
11,357
-542
| -5% | -$78.8K | 1.47% | 19 |
|
|
2023
Q1 | $1.55M | Sell |
11,899
-1,526
| -11% | -$199K | 1.46% | 23 |
|
|
2022
Q4 | $1.8M | Sell |
13,425
-638
| -5% | -$85.6K | 1.63% | 20 |
|
|
2022
Q3 | $1.47M | Sell |
14,063
-887
| -6% | -$92.7K | 1.36% | 23 |
|
|
2022
Q2 | $1.68M | Sell |
14,950
-3,732
| -20% | -$420K | 1.4% | 22 |
|
|
2022
Q1 | $2.55M | Sell |
18,682
-1,861
| -9% | -$254K | 1.58% | 16 |
|
|
2021
Q4 | $3.25M | Sell |
20,543
-202
| -1% | -$32K | 1.76% | 13 |
|
|
2021
Q3 | $3.4M | Sell |
20,745
-1,994
| -9% | -$326K | 2% | 10 |
|
|
2021
Q2 | $3.54M | Sell |
22,739
-1,041
| -4% | -$162K | 1.93% | 12 |
|
|
2021
Q1 | $3.62M | Buy |
23,780
+420
| +2% | +$63.9K | 2.12% | 13 |
|
|
2020
Q4 | $2.97M | Sell |
23,360
-207
| -0.9% | -$26.3K | 1.8% | 18 |
|
|
2020
Q3 | $2.27M | Sell |
23,567
-6,365
| -21% | -$613K | 1.71% | 23 |
|
|
2020
Q2 | $2.82M | Sell |
29,932
-11,621
| -28% | -$1.09M | 1.85% | 15 |
|
|
2020
Q1 | $3.74M | Sell |
41,553
-1,640
| -4% | -$148K | 2.54% | 9 |
|
|
2019
Q4 | $6.02M | Sell |
43,193
-432
| -1% | -$60.2K | 2.89% | 8 |
|
|
2019
Q3 | $5.13M | Sell |
43,625
-830
| -2% | -$97.7K | 2.72% | 8 |
|
|
2019
Q2 | $4.97M | Sell |
44,455
-521
| -1% | -$58.2K | 2.62% | 7 |
|
|
2019
Q1 | $4.55M | Buy |
44,976
+1,061
| +2% | +$107K | 2.47% | 9 |
|
|
2018
Q4 | $4.29M | Buy |
43,915
+577
| +1% | +$56.3K | 2.77% | 9 |
|
|
2018
Q3 | $4.89M | Buy |
43,338
+473
| +1% | +$53.4K | 2.61% | 9 |
|
|
2018
Q2 | $4.47M | Buy |
42,865
+243
| +0.6% | +$25.3K | 2.53% | 9 |
|
|
2018
Q1 | $4.69M | Sell |
42,622
-31
| -0.1% | -$3.41K | 2.77% | 8 |
|
|
2017
Q4 | $4.56M | Buy |
42,653
+483
| +1% | +$51.6K | 2.74% | 9 |
|
|
2017
Q3 | $4.03M | Sell |
42,170
-400
| -0.9% | -$38.2K | 2.65% | 9 |
|
|
2017
Q2 | $3.89M | Buy |
42,570
+30
| +0.1% | +$2.74K | 2.6% | 10 |
|
|
2017
Q1 | $3.74M | Sell |
42,540
-35
| -0.1% | -$3.08K | 2.54% | 11 |
|
|
2016
Q4 | $3.67M | Sell |
42,575
-228
| -0.5% | -$19.7K | 2.62% | 15 |
|
|
2016
Q3 | $2.85M | Buy |
42,803
+1,954
| +5% | +$130K | 2.13% | 23 |
|
|
2016
Q2 | $2.54M | Sell |
40,849
-1,400
| -3% | -$87K | 1.96% | 26 |
|
|
2016
Q1 | $2.5M | Buy |
42,249
+302
| +0.7% | +$17.9K | 1.86% | 26 |
|
|
2015
Q4 | $2.77M | Buy |
41,947
+118
| +0.3% | +$7.79K | 2.07% | 23 |
|
|
2015
Q3 | $2.55M | Sell |
41,829
-2,313
| -5% | -$141K | 1.97% | 27 |
|
|
2015
Q2 | $2.99M | Sell |
44,142
-1,635
| -4% | -$111K | 1.86% | 29 |
|
|
2015
Q1 | $2.77M | Sell |
45,777
-2,267
| -5% | -$137K | 1.66% | 30 |
|
|
2014
Q4 | $3.01M | Buy |
48,044
+33
| +0.1% | +$2.07K | 1.72% | 30 |
|
|
2014
Q3 | $2.89M | Sell |
48,011
-324
| -0.7% | -$19.5K | 1.7% | 33 |
|
|
2014
Q2 | $2.79M | Buy |
48,335
+803
| +2% | +$46.3K | 1.61% | 34 |
|
|
2014
Q1 | $2.89M | Sell |
47,532
-380
| -0.8% | -$23.1K | 1.76% | 30 |
|
|
2013
Q4 | $2.8M | Buy |
47,912
+385
| +0.8% | +$22.5K | 1.7% | 32 |
|
|
2013
Q3 | $2.46M | Sell |
47,527
-1,181
| -2% | -$61.1K | 1.75% | 33 |
|
|
2013
Q2 | $2.57M | Buy |
+48,708
| New | +$2.57M | 1.9% | 29 |
|