Mill Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $64.3M | Sell |
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|
2025
Q2 | $59.2M | Sell |
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|
2025
Q1 | $51.1M | Sell |
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|
2024
Q4 | $50.5M | Sell |
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|
2024
Q3 | $44.8M | Sell |
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|
2024
Q2 | $43.1M | Buy |
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|
2024
Q1 | $42.4M | Sell |
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|
2023
Q4 | $38M | Sell |
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|
2023
Q3 | $32.5M | Sell |
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|
2023
Q2 | $32.6M | Sell |
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|
2023
Q1 | $29.5M | Buy |
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|
2022
Q4 | $29.4M | Sell |
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|
2022
Q3 | $22.9M | Sell |
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|
2022
Q2 | $25M | Buy |
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|
2022
Q1 | $29.7M | Buy |
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|
2021
Q4 | $31.5M | Buy |
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