MC
Moors & Cabot’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.7M | Sell |
126,622
-958
| -0.8% | -$278K | 1.71% | 6 |
|
|
2025
Q1 | $31.3M | Sell |
127,580
-6,045
| -5% | -$1.48M | 1.59% | 6 |
|
|
2024
Q4 | $32M | Buy |
133,625
+33
| +0% | +$7.91K | 1.52% | 7 |
|
|
2024
Q3 | $28.2M | Sell |
133,592
-686
| -0.5% | -$145K | 1.4% | 6 |
|
|
2024
Q2 | $27.2M | Sell |
134,278
-1,027
| -0.8% | -$208K | 1.45% | 6 |
|
|
2024
Q1 | $27.1M | Buy |
135,305
+2,903
| +2% | +$581K | 1.47% | 6 |
|
|
2023
Q4 | $22.5M | Sell |
132,402
-641
| -0.5% | -$109K | 1.4% | 6 |
|
|
2023
Q3 | $19.3M | Buy |
133,043
+3,270
| +3% | +$474K | 1.31% | 7 |
|
|
2023
Q2 | $18.9M | Sell |
129,773
-5,943
| -4% | -$864K | 1.25% | 9 |
|
|
2023
Q1 | $17.7M | Buy |
135,716
+113
| +0.1% | +$14.7K | 1.22% | 10 |
|
|
2022
Q4 | $18.2M | Sell |
135,603
-2,528
| -2% | -$339K | 1.27% | 8 |
|
|
2022
Q3 | $14.4M | Buy |
138,131
+6,852
| +5% | +$716K | 1.1% | 11 |
|
|
2022
Q2 | $14.8M | Sell |
131,279
-1,196
| -0.9% | -$135K | 1.06% | 12 |
|
|
2022
Q1 | $18.1M | Buy |
132,475
+5,051
| +4% | +$689K | 1.11% | 11 |
|
|
2021
Q4 | $20.2M | Buy |
127,424
+2,844
| +2% | +$450K | 1.24% | 11 |
|
|
2021
Q3 | $20.4M | Buy |
124,580
+2,516
| +2% | +$412K | 1.28% | 9 |
|
|
2021
Q2 | $19M | Buy |
122,064
+656
| +0.5% | +$102K | 1.33% | 7 |
|
|
2021
Q1 | $18.5M | Sell |
121,408
-2,195
| -2% | -$334K | 1.41% | 8 |
|
|
2020
Q4 | $15.7M | Sell |
123,603
-2,096
| -2% | -$266K | 1.32% | 8 |
|
|
2020
Q3 | $12.1M | Buy |
125,699
+10,961
| +10% | +$1.06M | 1.14% | 12 |
|
|
2020
Q2 | $10.8M | Buy |
114,738
+28,357
| +33% | +$2.67M | 1.15% | 13 |
|
|
2020
Q1 | $7.8M | Sell |
86,381
-18,132
| -17% | -$1.64M | 1.13% | 14 |
|
|
2019
Q4 | $14.6M | Buy |
104,513
+2,151
| +2% | +$300K | 1.46% | 8 |
|
|
2019
Q3 | $12.1M | Buy |
102,362
+13,279
| +15% | +$1.57M | 1.33% | 10 |
|
|
2019
Q2 | $9.96M | Buy |
89,083
+5,416
| +6% | +$606K | 1.26% | 11 |
|
|
2019
Q1 | $8.46M | Buy |
83,667
+828
| +1% | +$83.7K | 1.15% | 15 |
|
|
2018
Q4 | $8.1M | Sell |
82,839
-2,204
| -3% | -$215K | 1.27% | 13 |
|
|
2018
Q3 | $9.59M | Sell |
85,043
-2,826
| -3% | -$319K | 1.17% | 12 |
|
|
2018
Q2 | $9.15M | Sell |
87,869
-1,646
| -2% | -$171K | 1.23% | 13 |
|
|
2018
Q1 | $9.84M | Buy |
89,515
+5,524
| +7% | +$607K | 1.3% | 9 |
|
|
2017
Q4 | $8.96M | Buy |
83,991
+3,324
| +4% | +$355K | 1.19% | 10 |
|
|
2017
Q3 | $7.71M | Buy |
80,667
+20,708
| +35% | +$1.98M | 1.12% | 12 |
|
|
2017
Q2 | $5.47M | Sell |
59,959
-1,026
| -2% | -$93.6K | 0.91% | 15 |
|
|
2017
Q1 | $5.37M | Sell |
60,985
-2,845
| -4% | -$251K | 0.91% | 16 |
|
|
2016
Q4 | $5.51M | Sell |
63,830
-8,055
| -11% | -$695K | 0.91% | 17 |
|
|
2016
Q3 | $4.78M | Buy |
71,885
+6,405
| +10% | +$426K | 0.8% | 17 |
|
|
2016
Q2 | $4.06M | Sell |
65,480
-460
| -0.7% | -$28.5K | 0.71% | 26 |
|
|
2016
Q1 | $3.92M | Buy |
65,940
+949
| +1% | +$56.4K | 0.71% | 25 |
|
|
2015
Q4 | $4.29M | Sell |
64,991
-4,041
| -6% | -$267K | 0.79% | 19 |
|
|
2015
Q3 | $4.03M | Sell |
69,032
-443
| -0.6% | -$25.9K | 0.74% | 20 |
|
|
2015
Q2 | $4.55M | Buy |
69,475
+4,331
| +7% | +$284K | 0.74% | 25 |
|
|
2015
Q1 | $3.93M | Buy |
65,144
+3,805
| +6% | +$230K | 0.66% | 32 |
|
|
2014
Q4 | $3.7M | Sell |
61,339
-2,754
| -4% | -$166K | 0.63% | 33 |
|
|
2014
Q3 | $3.61M | Buy |
64,093
+3,625
| +6% | +$204K | 0.61% | 34 |
|
|
2014
Q2 | $3.5M | Buy |
60,468
+9,779
| +19% | +$566K | 0.59% | 40 |
|
|
2014
Q1 | $3.08M | Buy |
+50,689
| New | +$3.08M | 0.78% | 30 |
|