Mogy Joel R Investment Counsel’s JPMorgan Chase JPM Stock Holding History

Mogy Joel R Investment Counsel’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$914K	Hold	3,151	–	–	0.05%	65
2025 Q1	$773K	Sell	3,151 -815	-21%	-$200K	0.05%	70
2024 Q4	$951K	Hold	3,966	–	–	0.06%	71
2024 Q3	$836K	Sell	3,966 -500	-11%	-$105K	0.05%	71
2024 Q2	$903K	Sell	4,466 -1,058	-19%	-$214K	0.06%	69
2024 Q1	$1.11M	Buy	5,524 +1,558	+39%	+$312K	0.08%	64
2023 Q4	$675K	Hold	3,966	–	–	0.05%	73
2023 Q3	$575K	Hold	3,966	–	–	0.05%	77
2023 Q2	$577K	Sell	3,966 -175	-4%	-$25.5K	0.05%	86
2023 Q1	$540K	Hold	4,141	–	–	0.05%	88
2022 Q4	$555K	Hold	4,141	–	–	0.06%	82
2022 Q3	$433K	Hold	4,141	–	–	0.05%	87
2022 Q2	$466K	Sell	4,141 -125	-3%	-$14.1K	0.05%	88
2022 Q1	$582K	Sell	4,266 -177	-4%	-$24.1K	0.05%	86
2021 Q4	$704K	Hold	4,443	–	–	0.05%	84
2021 Q3	$727K	Hold	4,443	–	–	0.06%	82
2021 Q2	$691K	Hold	4,443	–	–	0.06%	84
2021 Q1	$676K	Hold	4,443	–	–	0.07%	84
2020 Q4	$565K	Sell	4,443 -1,900	-30%	-$242K	0.06%	85
2020 Q3	$611K	Sell	6,343 -221	-3%	-$21.3K	0.07%	84
2020 Q2	$617K	Hold	6,564	–	–	0.07%	81
2020 Q1	$591K	Hold	6,564	–	–	0.08%	80
2019 Q4	$915K	Hold	6,564	–	–	0.11%	80
2019 Q3	$773K	Sell	6,564 -100	-2%	-$11.8K	0.1%	83
2019 Q2	$745K	Hold	6,664	–	–	0.1%	82
2019 Q1	$675K	Hold	6,664	–	–	0.09%	83
2018 Q4	$651K	Sell	6,664 -390	-6%	-$38.1K	0.1%	84
2018 Q3	$796K	Buy	7,054 +390	+6%	+$44K	0.11%	82
2018 Q2	$694K	Buy	6,664 +321	+5%	+$33.4K	0.1%	82
2018 Q1	$698K	Hold	6,343	–	–	0.11%	86
2017 Q4	$678K	Hold	6,343	–	–	0.11%	89
2017 Q3	$606K	Hold	6,343	–	–	0.1%	92
2017 Q2	$580K	Hold	6,343	–	–	0.1%	92
2017 Q1	$557K	Hold	6,343	–	–	0.1%	92
2016 Q4	$547K	Hold	6,343	–	–	0.1%	95
2016 Q3	$422K	Hold	6,343	–	–	0.08%	99
2016 Q2	$394K	Hold	6,343	–	–	0.07%	105
2016 Q1	$376K	Buy	6,343 +5,709	+900%	+$338K	0.07%	106
2015 Q4	$419	Sell	634 -5,709	-90%	-$3.77K	0.08%	101
2015 Q3	$387K	Sell	6,343 -401	-6%	-$24.5K	0.08%	107
2015 Q2	$457K	Sell	6,744 -131	-2%	-$8.88K	0.09%	105
2015 Q1	$416K	Hold	6,875	–	–	0.08%	108
2014 Q4	$430K	Sell	6,875 -120	-2%	-$7.51K	0.08%	111
2014 Q3	$421K	Sell	6,995 -3,145	-31%	-$189K	0.08%	111
2014 Q2	$584K	Hold	10,140	–	–	0.12%	99
2014 Q1	$616K	Buy	10,140 +120	+1%	+$7.29K	0.13%	95
2013 Q4	$586K	Hold	10,020	–	–	0.12%	98
2013 Q3	$518K	Hold	10,020	–	–	0.12%	101
2013 Q2	$529K	Buy	+10,020	New	+$529K	0.13%	97