Midwest Professional Planners Ltd (MPPL)’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 | $7.31M | Buy |
25,212
+185
| +0.7% | +$53.6K | 1.92% | 6 |
|
|
2025
Q1 | $6.14M | Sell |
25,027
-926
| -4% | -$227K | 1.91% | 7 |
|
|
2024
Q4 | $6.22M | Buy |
25,953
+170
| +0.7% | +$40.8K | 1.86% | 5 |
|
|
2024
Q3 | $5.44M | Buy |
25,783
+549
| +2% | +$116K | 1.66% | 11 |
|
|
2024
Q2 | $5.1M | Sell |
25,234
-199
| -0.8% | -$40.3K | 1.71% | 10 |
|
|
2024
Q1 | $5.09M | Sell |
25,433
-1,234
| -5% | -$247K | 1.79% | 7 |
|
|
2023
Q4 | $4.54M | Buy |
26,667
+1,625
| +6% | +$276K | 1.81% | 10 |
|
|
2023
Q3 | $3.63M | Buy |
25,042
+1,696
| +7% | +$246K | 1.63% | 11 |
|
|
2023
Q2 | $3.4M | Buy |
23,346
+2,080
| +10% | +$303K | 1.49% | 10 |
|
|
2023
Q1 | $2.77M | Buy |
21,266
+4,293
| +25% | +$559K | 1.36% | 15 |
|
|
2022
Q4 | $2.28M | Buy |
16,973
+759
| +5% | +$102K | 1.26% | 19 |
|
|
2022
Q3 | $1.69M | Buy |
16,214
+977
| +6% | +$102K | 1.01% | 29 |
|
|
2022
Q2 | $1.72M | Buy |
15,237
+610
| +4% | +$68.7K | 0.97% | 31 |
|
|
2022
Q1 | $1.99M | Buy |
14,627
+786
| +6% | +$107K | 0.98% | 26 |
|
|
2021
Q4 | $2.19M | Buy |
13,841
+206
| +2% | +$32.6K | 1.06% | 23 |
|
|
2021
Q3 | $2.23M | Sell |
13,635
-24
| -0.2% | -$3.93K | 1.18% | 22 |
|
|
2021
Q2 | $2.13M | Buy |
13,659
+2,008
| +17% | +$312K | 1.11% | 23 |
|
|
2021
Q1 | $1.05M | Sell |
11,651
-1,915
| -14% | -$172K | 1.04% | 25 |
|
|
2020
Q4 | $1.72M | Buy |
13,566
+380
| +3% | +$48.3K | 1.06% | 21 |
|
|
2020
Q3 | $1.27M | Buy |
13,186
+844
| +7% | +$81.2K | 0.89% | 29 |
|
|
2020
Q2 | $1.16M | Buy |
12,342
+691
| +6% | +$65K | 0.91% | 31 |
|
|
2020
Q1 | $1.05M | Buy |
11,651
+426
| +4% | +$38.4K | 1.04% | 26 |
|
|
2019
Q4 | $1.57M | Buy |
11,225
+153
| +1% | +$21.3K | 1.28% | 20 |
|
|
2019
Q3 | $1.3M | Buy |
11,072
+120
| +1% | +$14.1K | 1.17% | 20 |
|
|
2019
Q2 | $1.22M | Buy |
10,952
+78
| +0.7% | +$8.72K | 1.14% | 22 |
|
|
2019
Q1 | $1.1M | Buy |
10,874
+298
| +3% | +$30.2K | 1.06% | 25 |
|
|
2018
Q4 | $1.03M | Sell |
10,576
-239
| -2% | -$23.3K | 1.11% | 20 |
|
|
2018
Q3 | $1.22M | Buy |
10,815
+223
| +2% | +$25.2K | 1.12% | 18 |
|
|
2018
Q2 | $1.1M | Buy |
10,592
+130
| +1% | +$13.6K | 0.99% | 17 |
|
|
2018
Q1 | $1.15M | Buy |
10,462
+381
| +4% | +$41.9K | 1.04% | 20 |
|
|
2017
Q4 | $1.08M | Buy |
+10,081
| New | +$1.08M | 0.98% | 18 |
|