Mengis Capital Management’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 | $16.1M | Sell |
55,465
-826
| -1% | -$239K | 3.42% | 3 |
|
|
2025
Q1 | $13.8M | Sell |
56,291
-704
| -1% | -$173K | 2.88% | 4 |
|
|
2024
Q4 | $13.7M | Sell |
56,995
-359
| -0.6% | -$86.1K | 2.79% | 5 |
|
|
2024
Q3 | $12.1M | Sell |
57,354
-366
| -0.6% | -$77.2K | 2.38% | 7 |
|
|
2024
Q2 | $11.7M | Sell |
57,720
-2,029
| -3% | -$410K | 2.37% | 9 |
|
|
2024
Q1 | $12M | Buy |
59,749
+1,795
| +3% | +$360K | 1.85% | 9 |
|
|
2023
Q4 | $9.86M | Buy |
57,954
+16
| +0% | +$2.72K | 1.85% | 10 |
|
|
2023
Q3 | $8.4M | Buy |
57,938
+139
| +0.2% | +$20.2K | 1.75% | 12 |
|
|
2023
Q2 | $8.41M | Buy |
57,799
+734
| +1% | +$107K | 1.68% | 14 |
|
|
2023
Q1 | $7.44M | Sell |
57,065
-8
| -0% | -$1.04K | 1.57% | 16 |
|
|
2022
Q4 | $7.65M | Sell |
57,073
-42
| -0.1% | -$5.63K | 1.67% | 15 |
|
|
2022
Q3 | $5.97M | Sell |
57,115
-3,353
| -6% | -$350K | 1.41% | 19 |
|
|
2022
Q2 | $6.81M | Sell |
60,468
-7
| -0% | -$788 | 1.5% | 16 |
|
|
2022
Q1 | $8.24M | Sell |
60,475
-1,185
| -2% | -$162K | 1.58% | 15 |
|
|
2021
Q4 | $9.76M | Buy |
61,660
+1,116
| +2% | +$177K | 1.83% | 13 |
|
|
2021
Q3 | $9.91M | Buy |
60,544
+202
| +0.3% | +$33.1K | 2.08% | 9 |
|
|
2021
Q2 | $9.39M | Sell |
60,342
-114
| -0.2% | -$17.7K | 1.95% | 11 |
|
|
2021
Q1 | $9.2M | Buy |
60,456
+225
| +0.4% | +$34.3K | 2.04% | 11 |
|
|
2020
Q4 | $7.65M | Buy |
60,231
+1,464
| +2% | +$186K | 1.86% | 12 |
|
|
2020
Q3 | $5.66M | Buy |
58,767
+1,127
| +2% | +$108K | 1.55% | 15 |
|
|
2020
Q2 | $5.42M | Buy |
57,640
+2,840
| +5% | +$267K | 1.61% | 15 |
|
|
2020
Q1 | $4.93M | Buy |
54,800
+1,195
| +2% | +$108K | 1.69% | 14 |
|
|
2019
Q4 | $7.47M | Sell |
53,605
-1,850
| -3% | -$258K | 2.06% | 8 |
|
|
2019
Q3 | $6.53M | Buy |
55,455
+460
| +0.8% | +$54.1K | 1.94% | 9 |
|
|
2019
Q2 | $6.15M | Sell |
54,995
-250
| -0.5% | -$27.9K | 1.88% | 9 |
|
|
2019
Q1 | $5.59M | Sell |
55,245
-165
| -0.3% | -$16.7K | 3.12% | 5 |
|
|
2018
Q4 | $5.41M | Sell |
55,410
-270
| -0.5% | -$26.4K | 3.43% | 5 |
|
|
2018
Q3 | $6.28M | Buy |
55,680
+400
| +0.7% | +$45.1K | 3.45% | 5 |
|
|
2018
Q2 | $5.76M | Sell |
55,280
-315
| -0.6% | -$32.8K | 3.41% | 5 |
|
|
2018
Q1 | $6.11M | Buy |
55,595
+2,340
| +4% | +$257K | 3.66% | 4 |
|
|
2017
Q4 | $5.7M | Buy |
53,255
+3,469
| +7% | +$371K | 3.45% | 4 |
|
|
2017
Q3 | $4.76M | Buy |
49,786
+1,921
| +4% | +$183K | 3.19% | 5 |
|
|
2017
Q2 | $4.37M | Buy |
47,865
+1,415
| +3% | +$129K | 3.1% | 5 |
|
|
2017
Q1 | $4.08M | Sell |
46,450
-225
| -0.5% | -$19.8K | 2.99% | 3 |
|
|
2016
Q4 | $4.03M | Sell |
46,675
-1,900
| -4% | -$164K | 3.2% | 4 |
|
|
2016
Q3 | $3.23M | Sell |
48,575
-200
| -0.4% | -$13.3K | 2.69% | 7 |
|
|
2016
Q2 | $3.03M | Buy |
48,775
+50
| +0.1% | +$3.11K | 2.67% | 9 |
|
|
2016
Q1 | $2.89M | Buy |
48,725
+5,477
| +13% | +$324K | 2.67% | 7 |
|
|
2015
Q4 | $2.86M | Buy |
43,248
+1,502
| +4% | +$99.2K | 2.49% | 9 |
|
|
2015
Q3 | $2.55M | Sell |
41,746
-299
| -0.7% | -$18.2K | 2.37% | 10 |
|
|
2015
Q2 | $2.85M | Buy |
42,045
+2,202
| +6% | +$149K | 2.38% | 7 |
|
|
2015
Q1 | $2.41M | Buy |
39,843
+7,501
| +23% | +$454K | 2.11% | 13 |
|
|
2014
Q4 | $2.02M | Buy |
+32,342
| New | +$2.02M | 1.95% | 16 |
|