M
MOTCO’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.6M | Sell |
86,476
-1,634
| -2% | -$484K | 2.45% | 4 |
|
|
2025
Q1 | $21.6M | Sell |
88,110
-6,569
| -7% | -$1.61M | 2.28% | 4 |
|
|
2024
Q4 | $22.7M | Sell |
94,679
-3,266
| -3% | -$783K | 2.33% | 5 |
|
|
2024
Q3 | $20.7M | Sell |
97,945
-8,022
| -8% | -$1.69M | 2.06% | 5 |
|
|
2024
Q2 | $21.4M | Sell |
105,967
-609
| -0.6% | -$123K | 1.27% | 16 |
|
|
2024
Q1 | $21.3M | Sell |
106,576
-2,875
| -3% | -$576K | 1.28% | 14 |
|
|
2023
Q4 | $18.6M | Sell |
109,451
-7,791
| -7% | -$1.33M | 1.19% | 18 |
|
|
2023
Q3 | $17M | Sell |
117,242
-2,346
| -2% | -$340K | 1.16% | 16 |
|
|
2023
Q2 | $17.4M | Sell |
119,588
-2,251
| -2% | -$327K | 1.14% | 18 |
|
|
2023
Q1 | $15.9M | Buy |
121,839
+989
| +0.8% | +$129K | 1.08% | 19 |
|
|
2022
Q4 | $16.2M | Sell |
120,850
-3,830
| -3% | -$514K | 1.2% | 18 |
|
|
2022
Q3 | $13M | Buy |
124,680
+675
| +0.5% | +$70.5K | 1.03% | 19 |
|
|
2022
Q2 | $14M | Buy |
124,005
+5,313
| +4% | +$598K | 1.05% | 20 |
|
|
2022
Q1 | $16.2M | Buy |
118,692
+2,038
| +2% | +$278K | 1.05% | 18 |
|
|
2021
Q4 | $18.5M | Sell |
116,654
-1,433
| -1% | -$227K | 1.14% | 16 |
|
|
2021
Q3 | $19.3M | Buy |
118,087
+61
| +0.1% | +$9.99K | 1.26% | 12 |
|
|
2021
Q2 | $18.4M | Buy |
118,026
+2,456
| +2% | +$382K | 1.2% | 12 |
|
|
2021
Q1 | $17.6M | Sell |
115,570
-3,581
| -3% | -$545K | 1.24% | 12 |
|
|
2020
Q4 | $15.1M | Sell |
119,151
-3,665
| -3% | -$466K | 1.11% | 13 |
|
|
2020
Q3 | $11.8M | Buy |
122,816
+1,062
| +0.9% | +$102K | 0.95% | 22 |
|
|
2020
Q2 | $11.5M | Buy |
121,754
+9,511
| +8% | +$895K | 0.99% | 24 |
|
|
2020
Q1 | $10.1M | Buy |
112,243
+2,237
| +2% | +$201K | 1.01% | 23 |
|
|
2019
Q4 | $15.3M | Sell |
110,006
-2,038
| -2% | -$284K | 1.29% | 13 |
|
|
2019
Q3 | $13.2M | Buy |
112,044
+3,602
| +3% | +$424K | 1.18% | 14 |
|
|
2019
Q2 | $12.1M | Buy |
108,442
+3,293
| +3% | +$368K | 1.13% | 16 |
|
|
2019
Q1 | $10.6M | Buy |
105,149
+3,454
| +3% | +$350K | 1.06% | 18 |
|
|
2018
Q4 | $9.93M | Sell |
101,695
-103
| -0.1% | -$10.1K | 1.1% | 18 |
|
|
2018
Q3 | $11.5M | Buy |
101,798
+268
| +0.3% | +$30.2K | 1.14% | 17 |
|
|
2018
Q2 | $10.6M | Sell |
101,530
-2,894
| -3% | -$302K | 1.09% | 18 |
|
|
2018
Q1 | $11.5M | Sell |
104,424
-5,558
| -5% | -$611K | 1.18% | 16 |
|
|
2017
Q4 | $11.8M | Sell |
109,982
-4,297
| -4% | -$460K | 1.19% | 16 |
|
|
2017
Q3 | $10.9M | Sell |
114,279
-4,444
| -4% | -$424K | 1.12% | 17 |
|
|
2017
Q2 | $10.9M | Buy |
118,723
+301
| +0.3% | +$27.5K | 1.13% | 16 |
|
|
2017
Q1 | $10.4M | Sell |
118,422
-4,596
| -4% | -$404K | 1.13% | 17 |
|
|
2016
Q4 | $10.6M | Sell |
123,018
-2,837
| -2% | -$245K | 1.18% | 15 |
|
|
2016
Q3 | $8.38M | Buy |
125,855
+316
| +0.3% | +$21K | 0.93% | 22 |
|
|
2016
Q2 | $7.8M | Buy |
125,539
+4,146
| +3% | +$258K | 0.86% | 32 |
|
|
2016
Q1 | $7.19M | Buy |
121,393
+41,657
| +52% | +$2.47M | 0.81% | 31 |
|
|
2015
Q4 | $5.27M | Sell |
79,736
-476
| -0.6% | -$31.4K | 0.62% | 49 |
|
|
2015
Q3 | $4.89M | Sell |
80,212
-2,048
| -2% | -$125K | 0.59% | 53 |
|
|
2015
Q2 | $5.57M | Sell |
82,260
-1,414
| -2% | -$95.8K | 0.64% | 50 |
|
|
2015
Q1 | $5.07M | Sell |
83,674
-6,435
| -7% | -$390K | 0.57% | 60 |
|
|
2014
Q4 | $5.64M | Buy |
90,109
+2,245
| +3% | +$140K | 0.6% | 55 |
|
|
2014
Q3 | $5.29M | Buy |
87,864
+619
| +0.7% | +$37.3K | 0.56% | 59 |
|
|
2014
Q2 | $5.03M | Buy |
87,245
+131
| +0.2% | +$7.55K | 0.55% | 62 |
|
|
2014
Q1 | $5.29M | Sell |
87,114
-750
| -0.9% | -$45.5K | 0.61% | 53 |
|
|
2013
Q4 | $5.14M | Buy |
87,864
+1,997
| +2% | +$117K | 0.59% | 53 |
|
|
2013
Q3 | $4.44M | Buy |
85,867
+878
| +1% | +$45.4K | 0.54% | 54 |
|
|
2013
Q2 | $4.49M | Buy |
+84,989
| New | +$4.49M | 0.57% | 51 |
|