Mount Vernon Associates’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.68M | Sell |
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|
2025
Q2 | $7.18M | Sell |
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|
2025
Q1 | $6.13M | Buy |
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|
2024
Q4 | $5.97M | Sell |
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|
2024
Q3 | $5.29M | Buy |
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|
2024
Q2 | $5.03M | Sell |
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|
2024
Q1 | $5.07M | Sell |
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|
2023
Q4 | $4.31M | Sell |
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|
2023
Q3 | $3.71M | Buy |
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|
2023
Q2 | $3.71M | Sell |
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|
2023
Q1 | $3.33M | Sell |
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|
2022
Q4 | $3.5M | Hold |
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|
2022
Q3 | $2.73M | Buy |
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|
2022
Q2 | $2.94M | Buy |
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|
2022
Q1 | $3.55M | Buy |
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|
2021
Q4 | $4.08M | Sell |
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|
2021
Q3 | $4.24M | Buy |
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|
2021
Q2 | $3.96M | Buy |
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|
2021
Q1 | $3.87M | Hold |
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|
2020
Q4 | $3.23M | Buy |
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|
2020
Q3 | $2.44M | Sell |
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|
2020
Q2 | $2.4M | Sell |
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|
2020
Q1 | $2.3M | Buy |
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|
2019
Q4 | $3.51M | Sell |
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|
2019
Q3 | $2.97M | Sell |
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|
2019
Q2 | $2.86M | Buy |
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|
2019
Q1 | $2.59M | Sell |
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|
2018
Q4 | $2.53M | Buy |
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|
2018
Q3 | $2.92M | Sell |
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|
2018
Q2 | $2.74M | Sell |
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|
2018
Q1 | $3M | Hold |
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|
2017
Q4 | $2.92M | Sell |
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|
2017
Q3 | $2.66M | Buy |
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|
2017
Q2 | $2.49M | Buy |
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|
2017
Q1 | $2.37M | Buy |
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|
2016
Q4 | $2.3M | Buy |
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|
2016
Q3 | $1.75M | Buy |
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|
2016
Q2 | $1.59M | Buy |
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|
2016
Q1 | $1.46M | Sell |
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|
2015
Q4 | $1.64M | Buy |
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|
2015
Q3 | $1.51M | Buy |
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|
2015
Q2 | $1.67M | Hold |
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|
2015
Q1 | $1.49M | Buy |
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|
2014
Q4 | $1.4M | Buy |
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|
2014
Q3 | $1.33M | Buy |
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|
2014
Q2 | $1.24M | Sell |
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|
2014
Q1 | $1.31M | Buy |
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|
2013
Q4 | $1.26M | Buy |
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|
2013
Q3 | $1.11M | Sell |
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|
2013
Q2 | $3.24M | Buy |
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