MCP
Mirador Capital Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.9M | Buy |
58,171
+628
| +1% | +$182K | 2.74% | 8 |
|
|
2025
Q1 | $14.1M | Buy |
57,543
+2,766
| +5% | +$678K | 2.47% | 10 |
|
|
2024
Q4 | $13.1M | Buy |
54,777
+258
| +0.5% | +$61.8K | 2.38% | 12 |
|
|
2024
Q3 | $11.5M | Buy |
54,519
+669
| +1% | +$141K | 2.07% | 12 |
|
|
2024
Q2 | $10.9M | Sell |
53,850
-72
| -0.1% | -$14.6K | 2.05% | 11 |
|
|
2024
Q1 | $10.8M | Buy |
53,922
+2,646
| +5% | +$530K | 2.06% | 11 |
|
|
2023
Q4 | $8.72M | Buy |
51,276
+475
| +0.9% | +$80.8K | 1.85% | 11 |
|
|
2023
Q3 | $7.37M | Buy |
50,801
+979
| +2% | +$142K | 1.68% | 11 |
|
|
2023
Q2 | $7.25M | Buy |
49,822
+956
| +2% | +$139K | 1.72% | 11 |
|
|
2023
Q1 | $6.37M | Sell |
48,866
-7,387
| -13% | -$963K | 1.51% | 16 |
|
|
2022
Q4 | $7.54M | Sell |
56,253
-530
| -0.9% | -$71.1K | 1.78% | 13 |
|
|
2022
Q3 | $5.93M | Buy |
56,783
+276
| +0.5% | +$28.8K | 1.43% | 18 |
|
|
2022
Q2 | $6.36M | Buy |
56,507
+2,515
| +5% | +$283K | 1.5% | 19 |
|
|
2022
Q1 | $7.36M | Buy |
53,992
+985
| +2% | +$134K | 1.49% | 17 |
|
|
2021
Q4 | $8.39M | Buy |
53,007
+2,084
| +4% | +$330K | 1.77% | 15 |
|
|
2021
Q3 | $8.34M | Buy |
50,923
+784
| +2% | +$128K | 1.89% | 13 |
|
|
2021
Q2 | $7.8M | Buy |
50,139
+1,540
| +3% | +$240K | 1.76% | 15 |
|
|
2021
Q1 | $7.4M | Buy |
48,599
+6,645
| +16% | +$1.01M | 1.9% | 10 |
|
|
2020
Q4 | $5.33M | Buy |
41,954
+5,921
| +16% | +$752K | 1.46% | 20 |
|
|
2020
Q3 | $3.47M | Buy |
36,033
+877
| +2% | +$84.4K | 1.08% | 31 |
|
|
2020
Q2 | $3.31M | Buy |
35,156
+895
| +3% | +$84.2K | 1.24% | 23 |
|
|
2020
Q1 | $3.09M | Buy |
34,261
+1,060
| +3% | +$95.7K | 1.29% | 23 |
|
|
2019
Q4 | $4.63M | Buy |
33,201
+275
| +0.8% | +$38.3K | 1.87% | 12 |
|
|
2019
Q3 | $3.88M | Buy |
32,926
+47
| +0.1% | +$5.53K | 1.73% | 13 |
|
|
2019
Q2 | $3.68M | Buy |
32,879
+154
| +0.5% | +$17.2K | 1.81% | 13 |
|
|
2019
Q1 | $3.31M | Buy |
32,725
+201
| +0.6% | +$20.3K | 1.8% | 16 |
|
|
2018
Q4 | $3.18M | Sell |
32,524
-1,282
| -4% | -$125K | 1.96% | 14 |
|
|
2018
Q3 | $3.82M | Buy |
33,806
+1,254
| +4% | +$142K | 1.87% | 11 |
|
|
2018
Q2 | $3.39M | Sell |
32,552
-701
| -2% | -$73K | 1.85% | 12 |
|
|
2018
Q1 | $3.62M | Sell |
33,253
-168
| -0.5% | -$18.3K | 2.52% | 7 |
|
|
2017
Q4 | $3.57M | Buy |
33,421
+309
| +0.9% | +$33K | 1.96% | 13 |
|
|
2017
Q3 | $3.21M | Buy |
33,112
+275
| +0.8% | +$26.6K | 1.88% | 14 |
|
|
2017
Q2 | $3.08M | Buy |
32,837
+553
| +2% | +$51.8K | 1.88% | 11 |
|
|
2017
Q1 | $2.84M | Buy |
32,284
+5,876
| +22% | +$516K | 2.07% | 11 |
|
|
2016
Q4 | $2.28M | Sell |
26,408
-2,580
| -9% | -$223K | 1.83% | 14 |
|
|
2016
Q3 | $1.93M | Sell |
28,988
-399
| -1% | -$26.6K | 1.7% | 14 |
|
|
2016
Q2 | $1.9M | Sell |
29,387
-16,227
| -36% | -$1.05M | 1.91% | 12 |
|
|
2016
Q1 | $2.7M | Buy |
+45,614
| New | +$2.7M | 2.99% | 5 |
|