MHI
Miller Howard Investments’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.7M | Buy |
229,902
+443
| +0.2% | +$128K | 2.11% | 11 |
|
|
2025
Q1 | $56.3M | Sell |
229,459
-60,210
| -21% | -$14.8M | 1.79% | 18 |
|
|
2024
Q4 | $69.4M | Sell |
289,669
-33,818
| -10% | -$8.11M | 2.28% | 12 |
|
|
2024
Q3 | $68.2M | Buy |
323,487
+24,893
| +8% | +$5.25M | 2.1% | 14 |
|
|
2024
Q2 | $60.4M | Sell |
298,594
-6,738
| -2% | -$1.36M | 2% | 14 |
|
|
2024
Q1 | $61.2M | Sell |
305,332
-4,422
| -1% | -$886K | 2.01% | 16 |
|
|
2023
Q4 | $52.7M | Sell |
309,754
-3,063
| -1% | -$521K | 1.84% | 20 |
|
|
2023
Q3 | $45.4M | Sell |
312,817
-1,276
| -0.4% | -$185K | 1.66% | 25 |
|
|
2023
Q2 | $45.7M | Buy |
314,093
+1,121
| +0.4% | +$163K | 1.63% | 26 |
|
|
2023
Q1 | $40.8M | Buy |
312,972
+11,717
| +4% | +$1.53M | 1.48% | 29 |
|
|
2022
Q4 | $40.4M | Sell |
301,255
-43,806
| -13% | -$5.87M | 1.46% | 29 |
|
|
2022
Q3 | $36.1M | Buy |
345,061
+54,411
| +19% | +$5.69M | 1.48% | 29 |
|
|
2022
Q2 | $32.7M | Buy |
290,650
+15,773
| +6% | +$1.78M | 1.26% | 33 |
|
|
2022
Q1 | $37.5M | Buy |
274,877
+271,290
| +7,563% | +$37M | 1.31% | 33 |
|
|
2021
Q4 | $568K | Buy |
3,587
+33
| +0.9% | +$5.23K | 0.02% | 143 |
|
|
2021
Q3 | $582K | Buy |
3,554
+36
| +1% | +$5.9K | 0.02% | 136 |
|
|
2021
Q2 | $547K | Buy |
+3,518
| New | +$547K | 0.02% | 135 |
|
|
2021
Q1 | – | Sell |
-3,657
| Closed | -$465K | – | 152 |
|
|
2020
Q4 | $465K | Sell |
3,657
-365,886
| -99% | -$46.5M | 0.02% | 139 |
|
|
2020
Q3 | $35.6M | Buy |
369,543
+6,762
| +2% | +$651K | 1.88% | 26 |
|
|
2020
Q2 | $34.1M | Sell |
362,781
-46,804
| -11% | -$4.4M | 1.7% | 28 |
|
|
2020
Q1 | $36.9M | Sell |
409,585
-56,734
| -12% | -$5.11M | 1.89% | 21 |
|
|
2019
Q4 | $65M | Sell |
466,319
-16,909
| -3% | -$2.36M | 2.04% | 24 |
|
|
2019
Q3 | $56.9M | Sell |
483,228
-42,018
| -8% | -$4.95M | 1.77% | 29 |
|
|
2019
Q2 | $58.7M | Buy |
+525,246
| New | +$58.7M | 1.72% | 29 |
|
|
2016
Q1 | – | Sell |
-11,523
| Closed | -$761K | – | 211 |
|
|
2015
Q4 | $761K | Hold |
11,523
| – | – | 0.01% | 178 |
|
|
2015
Q3 | $703K | Hold |
11,523
| – | – | 0.01% | 177 |
|
|
2015
Q2 | $781K | Hold |
11,523
| – | – | 0.01% | 184 |
|
|
2015
Q1 | $698K | Hold |
11,523
| – | – | 0.01% | 180 |
|
|
2014
Q4 | $721K | Hold |
11,523
| – | – | 0.01% | 190 |
|
|
2014
Q3 | $694K | Sell |
11,523
-11,587
| -50% | -$698K | 0.01% | 179 |
|
|
2014
Q2 | $1.33M | Sell |
23,110
-1
| -0% | -$58 | 0.02% | 157 |
|
|
2014
Q1 | $1.4M | Buy |
23,111
+1
| +0% | +$61 | 0.03% | 146 |
|
|
2013
Q4 | $1.35M | Sell |
23,110
-483
| -2% | -$28.2K | 0.03% | 131 |
|
|
2013
Q3 | $1.22M | Hold |
23,593
| – | – | 0.03% | 129 |
|
|
2013
Q2 | $1.25M | Buy |
+23,593
| New | +$1.25M | 0.03% | 117 |
|