Mechanics Financial Corp’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 | $6.96M | Buy |
24,003
+65
| +0.3% | +$18.8K | 2.96% | 8 |
|
|
2025
Q1 | $5.87M | Sell |
23,938
-127
| -0.5% | -$31.2K | 2.66% | 8 |
|
|
2024
Q4 | $5.77M | Sell |
24,065
-58
| -0.2% | -$13.9K | 2.59% | 8 |
|
|
2024
Q3 | $5.09M | Buy |
24,123
+75
| +0.3% | +$15.8K | 2.23% | 8 |
|
|
2024
Q2 | $4.86M | Sell |
24,048
-140
| -0.6% | -$28.3K | 2.5% | 8 |
|
|
2024
Q1 | $4.84M | Buy |
24,188
+26
| +0.1% | +$5.21K | 2.52% | 8 |
|
|
2023
Q4 | $4.11M | Sell |
24,162
-1,226
| -5% | -$209K | 2.31% | 9 |
|
|
2023
Q3 | $3.68M | Sell |
25,388
-50
| -0.2% | -$7.25K | 2.03% | 9 |
|
|
2023
Q2 | $3.7M | Sell |
25,438
-320
| -1% | -$46.5K | 2.01% | 9 |
|
|
2023
Q1 | $3.36M | Buy |
25,758
+1,500
| +6% | +$195K | 1.95% | 9 |
|
|
2022
Q4 | $3.25M | Hold |
24,258
| – | – | 1.94% | 9 |
|
|
2022
Q3 | $2.54M | Sell |
24,258
-380
| -2% | -$39.7K | 1.65% | 9 |
|
|
2022
Q2 | $2.77M | Buy |
24,638
+20
| +0.1% | +$2.25K | 1.67% | 9 |
|
|
2022
Q1 | $3.36M | Sell |
24,618
-182
| -0.7% | -$24.8K | 1.72% | 9 |
|
|
2021
Q4 | $3.93M | Buy |
+24,800
| New | +$3.93M | 1.86% | 9 |
|