MIC
Means Investment Company’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6M | Buy |
64,023
+717
| +1% | +$208K | 1.76% | 16 |
|
|
2025
Q1 | $15.5M | Sell |
63,306
-17,914
| -22% | -$4.39M | 1.65% | 16 |
|
|
2024
Q4 | $19.5M | Sell |
81,220
-829
| -1% | -$199K | 2.03% | 11 |
|
|
2024
Q3 | $17.3M | Sell |
82,049
-596
| -0.7% | -$126K | 1.92% | 12 |
|
|
2024
Q2 | $16.7M | Buy |
82,645
+299
| +0.4% | +$60.5K | 2% | 11 |
|
|
2024
Q1 | $16.5M | Sell |
82,346
-901
| -1% | -$180K | 2.13% | 11 |
|
|
2023
Q4 | $14.2M | Sell |
83,247
-2,523
| -3% | -$429K | 2.04% | 10 |
|
|
2023
Q3 | $12.4M | Sell |
85,770
-3,948
| -4% | -$573K | 2.04% | 11 |
|
|
2023
Q2 | $13M | Sell |
89,718
-275
| -0.3% | -$40K | 2.07% | 11 |
|
|
2023
Q1 | $11.7M | Buy |
89,993
+2,605
| +3% | +$339K | 2.06% | 11 |
|
|
2022
Q4 | $11.7M | Sell |
87,388
-1,455
| -2% | -$195K | 2.35% | 9 |
|
|
2022
Q3 | $9.28M | Buy |
88,843
+1,359
| +2% | +$142K | 2.01% | 10 |
|
|
2022
Q2 | $9.85M | Buy |
87,484
+2,155
| +3% | +$243K | 2.09% | 9 |
|
|
2022
Q1 | $11.6M | Buy |
85,329
+3,360
| +4% | +$458K | 2.11% | 9 |
|
|
2021
Q4 | $13M | Buy |
81,969
+3,262
| +4% | +$517K | 2.29% | 9 |
|
|
2021
Q3 | $12.9M | Buy |
78,707
+407
| +0.5% | +$66.6K | 2.54% | 8 |
|
|
2021
Q2 | $12.2M | Buy |
78,300
+2,758
| +4% | +$429K | 2.44% | 7 |
|
|
2021
Q1 | $11.5M | Buy |
75,542
+411
| +0.5% | +$62.6K | 2.62% | 5 |
|
|
2020
Q4 | $10.5M | Buy |
75,131
+2,903
| +4% | +$404K | 2.39% | 7 |
|
|
2020
Q3 | $7.44M | Buy |
72,228
+5,413
| +8% | +$557K | 2.04% | 8 |
|
|
2020
Q2 | $6.94M | Buy |
66,815
+1,910
| +3% | +$198K | 2.17% | 7 |
|
|
2020
Q1 | $5.8M | Buy |
64,905
+1,540
| +2% | +$138K | 2.24% | 7 |
|
|
2019
Q4 | $8.76M | Buy |
63,365
+1,271
| +2% | +$176K | 2.93% | 6 |
|
|
2019
Q3 | $8M | Buy |
62,094
+1,242
| +2% | +$160K | 3.02% | 6 |
|
|
2019
Q2 | $6.9M | Buy |
60,852
+239
| +0.4% | +$27.1K | 2.83% | 6 |
|
|
2019
Q1 | $6.14M | Buy |
60,613
+4,727
| +8% | +$479K | 2.7% | 5 |
|
|
2018
Q4 | $5.46M | Buy |
+55,886
| New | +$5.46M | 3.02% | 5 |
|