MCM
Mitchell Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17M | Sell |
58,405
-8,041
| -12% | -$2.34M | 3.18% | 8 |
|
|
2025
Q1 | $16.3M | Buy |
66,446
+323
| +0.5% | +$79.2K | 3.11% | 8 |
|
|
2024
Q4 | $15.9M | Buy |
66,123
+4,274
| +7% | +$1.02M | 2.78% | 8 |
|
|
2024
Q3 | $13M | Buy |
61,849
+546
| +0.9% | +$115K | 2.28% | 9 |
|
|
2024
Q2 | $12.4M | Buy |
61,303
+2,639
| +4% | +$534K | 2.18% | 8 |
|
|
2024
Q1 | $11.8M | Buy |
58,664
+2,734
| +5% | +$548K | 2.25% | 8 |
|
|
2023
Q4 | $9.51M | Buy |
55,930
+865
| +2% | +$147K | 2% | 7 |
|
|
2023
Q3 | $7.99M | Buy |
55,065
+730
| +1% | +$106K | 1.9% | 8 |
|
|
2023
Q2 | $7.9M | Buy |
54,335
+11,727
| +28% | +$1.71M | 1.81% | 7 |
|
|
2023
Q1 | $5.55M | Buy |
42,608
+1,789
| +4% | +$233K | 1.38% | 15 |
|
|
2022
Q4 | $5.47M | Sell |
40,819
-883
| -2% | -$118K | 1.51% | 15 |
|
|
2022
Q3 | $4.36M | Sell |
41,702
-305
| -0.7% | -$31.9K | 1.24% | 17 |
|
|
2022
Q2 | $4.73M | Buy |
42,007
+1,337
| +3% | +$151K | 1.33% | 17 |
|
|
2022
Q1 | $5.54M | Buy |
40,670
+1,759
| +5% | +$240K | 1.24% | 16 |
|
|
2021
Q4 | $6.16M | Buy |
38,911
+811
| +2% | +$128K | 1.25% | 17 |
|
|
2021
Q3 | $6.24M | Buy |
38,100
+1,610
| +4% | +$264K | 1.4% | 11 |
|
|
2021
Q2 | $5.68M | Buy |
36,490
+2,485
| +7% | +$387K | 1.25% | 17 |
|
|
2021
Q1 | $5.18M | Buy |
34,005
+3,474
| +11% | +$529K | 1.26% | 16 |
|
|
2020
Q4 | $3.88M | Buy |
30,531
+2,049
| +7% | +$260K | 0.97% | 32 |
|
|
2020
Q3 | $2.74M | Buy |
28,482
+1,295
| +5% | +$125K | 0.8% | 41 |
|
|
2020
Q2 | $2.56M | Buy |
27,187
+409
| +2% | +$38.5K | 0.82% | 43 |
|
|
2020
Q1 | $2.41M | Buy |
26,778
+565
| +2% | +$50.9K | 0.94% | 33 |
|
|
2019
Q4 | $3.65M | Buy |
26,213
+623
| +2% | +$86.8K | 1.16% | 21 |
|
|
2019
Q3 | $3.01M | Buy |
25,590
+1,285
| +5% | +$151K | 1.02% | 31 |
|
|
2019
Q2 | $2.72M | Buy |
24,305
+4,797
| +25% | +$536K | 0.91% | 33 |
|
|
2019
Q1 | $1.98M | Buy |
19,508
+3,618
| +23% | +$366K | 0.7% | 41 |
|
|
2018
Q4 | $1.55M | Buy |
15,890
+1,149
| +8% | +$112K | 0.66% | 41 |
|
|
2018
Q3 | $1.66M | Buy |
14,741
+1,760
| +14% | +$199K | 0.54% | 49 |
|
|
2018
Q2 | $1.35M | Buy |
12,981
+3,040
| +31% | +$317K | 0.49% | 40 |
|
|
2018
Q1 | $1.09M | Buy |
9,941
+4,514
| +83% | +$496K | 0.39% | 42 |
|
|
2017
Q4 | $580K | Buy |
5,427
+2,512
| +86% | +$268K | 0.2% | 48 |
|
|
2017
Q3 | $278K | Buy |
+2,915
| New | +$278K | 0.1% | 52 |
|