Mill 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 | $59.2M | Sell |
204,137
-4,055
| -2% | -$1.18M | 4.64% | 6 |
|
|
2025
Q1 | $51.1M | Sell |
208,192
-2,345
| -1% | -$575K | 4.09% | 6 |
|
|
2024
Q4 | $50.5M | Sell |
210,537
-2,143
| -1% | -$514K | 3.99% | 6 |
|
|
2024
Q3 | $44.8M | Sell |
212,680
-363
| -0.2% | -$76.5K | 3.51% | 7 |
|
|
2024
Q2 | $43.1M | Buy |
213,043
+1,271
| +0.6% | +$257K | 3.56% | 7 |
|
|
2024
Q1 | $42.4M | Sell |
211,772
-11,390
| -5% | -$2.28M | 3.54% | 7 |
|
|
2023
Q4 | $38M | Sell |
223,162
-991
| -0.4% | -$169K | 3.39% | 7 |
|
|
2023
Q3 | $32.5M | Sell |
224,153
-130
| -0.1% | -$18.9K | 3.18% | 7 |
|
|
2023
Q2 | $32.6M | Sell |
224,283
-2,277
| -1% | -$331K | 3.07% | 7 |
|
|
2023
Q1 | $29.5M | Buy |
226,560
+7,112
| +3% | +$927K | 3% | 7 |
|
|
2022
Q4 | $29.4M | Sell |
219,448
-131
| -0.1% | -$17.6K | 3.23% | 7 |
|
|
2022
Q3 | $22.9M | Sell |
219,579
-2,375
| -1% | -$248K | 2.68% | 9 |
|
|
2022
Q2 | $25M | Buy |
221,954
+3,833
| +2% | +$432K | 2.77% | 10 |
|
|
2022
Q1 | $29.7M | Buy |
218,121
+19,201
| +10% | +$2.62M | 2.84% | 9 |
|
|
2021
Q4 | $31.5M | Buy |
+198,920
| New | +$31.5M | 3.23% | 7 |
|