Mission Wealth 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 | $25.9M | Buy |
89,451
+1,181
| +1% | +$342K | 0.55% | 30 |
|
|
2025
Q1 | $21.7M | Buy |
88,270
+8,057
| +10% | +$1.98M | 0.53% | 31 |
|
|
2024
Q4 | $19.2M | Buy |
80,213
+154
| +0.2% | +$36.9K | 0.45% | 36 |
|
|
2024
Q3 | $16.9M | Buy |
80,059
+23,230
| +41% | +$4.9M | 0.41% | 34 |
|
|
2024
Q2 | $11.5M | Buy |
56,829
+2,443
| +4% | +$494K | 0.3% | 43 |
|
|
2024
Q1 | $10.9M | Buy |
54,386
+20,007
| +58% | +$4.01M | 0.29% | 48 |
|
|
2023
Q4 | $5.85M | Buy |
34,379
+2,423
| +8% | +$412K | 0.19% | 70 |
|
|
2023
Q3 | $4.63M | Buy |
31,956
+1,838
| +6% | +$267K | 0.17% | 73 |
|
|
2023
Q2 | $4.38M | Buy |
30,118
+4,138
| +16% | +$602K | 0.17% | 76 |
|
|
2023
Q1 | $3.39M | Sell |
25,980
-493
| -2% | -$64.2K | 0.14% | 81 |
|
|
2022
Q4 | $3.55M | Buy |
26,473
+2,098
| +9% | +$281K | 0.17% | 75 |
|
|
2022
Q3 | $2.55M | Buy |
24,375
+384
| +2% | +$40.1K | 0.13% | 92 |
|
|
2022
Q2 | $2.7M | Buy |
23,991
+756
| +3% | +$85.1K | 0.14% | 86 |
|
|
2022
Q1 | $3.17M | Sell |
23,235
-525
| -2% | -$71.6K | 0.15% | 83 |
|
|
2021
Q4 | $3.76M | Buy |
23,760
+5,266
| +28% | +$834K | 0.17% | 68 |
|
|
2021
Q3 | $3.03M | Sell |
18,494
-513
| -3% | -$84K | 0.15% | 75 |
|
|
2021
Q2 | $2.96M | Buy |
19,007
+559
| +3% | +$86.9K | 0.16% | 76 |
|
|
2021
Q1 | $2.81M | Buy |
18,448
+2,676
| +17% | +$407K | 0.16% | 71 |
|
|
2020
Q4 | $2M | Buy |
15,772
+174
| +1% | +$22.1K | 0.13% | 82 |
|
|
2020
Q3 | $1.5M | Sell |
15,598
-1,418
| -8% | -$137K | 0.11% | 89 |
|
|
2020
Q2 | $1.6M | Buy |
17,016
+2,444
| +17% | +$230K | 0.14% | 83 |
|
|
2020
Q1 | $1.31M | Buy |
14,572
+1,334
| +10% | +$120K | 0.14% | 85 |
|
|
2019
Q4 | $1.85M | Buy |
13,238
+161
| +1% | +$22.4K | 0.18% | 78 |
|
|
2019
Q3 | $1.54M | Buy |
13,077
+1,547
| +13% | +$182K | 0.16% | 76 |
|
|
2019
Q2 | $1.29M | Sell |
11,530
-318
| -3% | -$35.6K | 0.14% | 81 |
|
|
2019
Q1 | $1.2M | Sell |
11,848
-2
| -0% | -$202 | 0.14% | 86 |
|
|
2018
Q4 | $1.16M | Buy |
11,850
+558
| +5% | +$54.5K | 0.15% | 78 |
|
|
2018
Q3 | $1.27M | Sell |
11,292
-37
| -0.3% | -$4.17K | 0.17% | 76 |
|
|
2018
Q2 | $1.18M | Buy |
11,329
+355
| +3% | +$37K | 0.17% | 74 |
|
|
2018
Q1 | $1.21M | Buy |
10,974
+388
| +4% | +$42.7K | 0.19% | 60 |
|
|
2017
Q4 | $1.13M | Buy |
10,586
+213
| +2% | +$22.8K | 0.19% | 59 |
|
|
2017
Q3 | $991K | Buy |
10,373
+261
| +3% | +$24.9K | 0.18% | 66 |
|
|
2017
Q2 | $924K | Sell |
10,112
-565
| -5% | -$51.6K | 0.18% | 66 |
|
|
2017
Q1 | $938K | Sell |
10,677
-809
| -7% | -$71.1K | 0.18% | 64 |
|
|
2016
Q4 | $991K | Buy |
11,486
+2,790
| +32% | +$241K | 0.2% | 59 |
|
|
2016
Q3 | $579K | Sell |
8,696
-304
| -3% | -$20.2K | 0.14% | 79 |
|
|
2016
Q2 | $559K | Sell |
9,000
-188
| -2% | -$11.7K | 0.15% | 71 |
|
|
2016
Q1 | $544K | Buy |
9,188
+3,224
| +54% | +$191K | 0.15% | 74 |
|
|
2015
Q4 | $394K | Buy |
5,964
+1,016
| +21% | +$67.1K | 0.11% | 80 |
|
|
2015
Q3 | $302K | Buy |
4,948
+489
| +11% | +$29.8K | 0.09% | 97 |
|
|
2015
Q2 | $270K | Buy |
+4,459
| New | +$270K | 0.09% | 103 |
|