Mount Vernon Associates’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.18M | Sell |
24,772
-212
| -0.8% | -$61.5K | 5.19% | 7 |
|
|
2025
Q1 | $6.13M | Buy |
24,984
+72
| +0.3% | +$17.7K | 5% | 7 |
|
|
2024
Q4 | $5.97M | Sell |
24,912
-155
| -0.6% | -$37.2K | 4.65% | 7 |
|
|
2024
Q3 | $5.29M | Buy |
25,067
+210
| +0.8% | +$44.3K | 4.19% | 7 |
|
|
2024
Q2 | $5.03M | Sell |
24,857
-465
| -2% | -$94.1K | 4.46% | 7 |
|
|
2024
Q1 | $5.07M | Sell |
25,322
-40
| -0.2% | -$8.01K | 4.3% | 7 |
|
|
2023
Q4 | $4.31M | Sell |
25,362
-250
| -1% | -$42.5K | 4.23% | 7 |
|
|
2023
Q3 | $3.71M | Buy |
25,612
+110
| +0.4% | +$16K | 4.11% | 7 |
|
|
2023
Q2 | $3.71M | Sell |
25,502
-50
| -0.2% | -$7.27K | 3.94% | 7 |
|
|
2023
Q1 | $3.33M | Sell |
25,552
-550
| -2% | -$71.7K | 3.94% | 6 |
|
|
2022
Q4 | $3.5M | Hold |
26,102
| – | – | 4.5% | 6 |
|
|
2022
Q3 | $2.73M | Buy |
26,102
+40
| +0.2% | +$4.18K | 3.55% | 6 |
|
|
2022
Q2 | $2.94M | Buy |
26,062
+30
| +0.1% | +$3.38K | 3.58% | 6 |
|
|
2022
Q1 | $3.55M | Buy |
26,032
+300
| +1% | +$40.9K | 3.44% | 6 |
|
|
2021
Q4 | $4.08M | Sell |
25,732
-175
| -0.7% | -$27.7K | 3.53% | 9 |
|
|
2021
Q3 | $4.24M | Buy |
25,907
+475
| +2% | +$77.8K | 3.89% | 8 |
|
|
2021
Q2 | $3.96M | Buy |
25,432
+10
| +0% | +$1.56K | 3.63% | 8 |
|
|
2021
Q1 | $3.87M | Hold |
25,422
| – | – | 3.8% | 7 |
|
|
2020
Q4 | $3.23M | Buy |
25,422
+75
| +0.3% | +$9.53K | 3.4% | 8 |
|
|
2020
Q3 | $2.44M | Sell |
25,347
-150
| -0.6% | -$14.4K | 2.92% | 8 |
|
|
2020
Q2 | $2.4M | Sell |
25,497
-35
| -0.1% | -$3.29K | 3.1% | 9 |
|
|
2020
Q1 | $2.3M | Buy |
25,532
+383
| +2% | +$34.5K | 3.86% | 8 |
|
|
2019
Q4 | $3.51M | Sell |
25,149
-100
| -0.4% | -$13.9K | 4.78% | 5 |
|
|
2019
Q3 | $2.97M | Sell |
25,249
-370
| -1% | -$43.6K | 4.45% | 6 |
|
|
2019
Q2 | $2.86M | Buy |
25,619
+55
| +0.2% | +$6.15K | 4.26% | 6 |
|
|
2019
Q1 | $2.59M | Sell |
25,564
-393
| -2% | -$39.8K | 3.95% | 6 |
|
|
2018
Q4 | $2.53M | Buy |
25,957
+75
| +0.3% | +$7.32K | 4.46% | 6 |
|
|
2018
Q3 | $2.92M | Sell |
25,882
-422
| -2% | -$47.6K | 4.3% | 6 |
|
|
2018
Q2 | $2.74M | Sell |
26,304
-1,000
| -4% | -$104K | 4.27% | 6 |
|
|
2018
Q1 | $3M | Hold |
27,304
| – | – | 4.64% | 3 |
|
|
2017
Q4 | $2.92M | Sell |
27,304
-550
| -2% | -$58.8K | 4.4% | 3 |
|
|
2017
Q3 | $2.66M | Buy |
27,854
+600
| +2% | +$57.3K | 4.4% | 3 |
|
|
2017
Q2 | $2.49M | Buy |
27,254
+316
| +1% | +$28.9K | 4.47% | 3 |
|
|
2017
Q1 | $2.37M | Buy |
26,938
+300
| +1% | +$26.3K | 4.35% | 2 |
|
|
2016
Q4 | $2.3M | Buy |
26,638
+300
| +1% | +$25.9K | 4.52% | 2 |
|
|
2016
Q3 | $1.75M | Buy |
26,338
+700
| +3% | +$46.6K | 3.63% | 4 |
|
|
2016
Q2 | $1.59M | Buy |
25,638
+1,039
| +4% | +$64.6K | 3.4% | 6 |
|
|
2016
Q1 | $1.46M | Sell |
24,599
-200
| -0.8% | -$11.8K | 3.23% | 5 |
|
|
2015
Q4 | $1.64M | Buy |
24,799
+100
| +0.4% | +$6.6K | 3.58% | 3 |
|
|
2015
Q3 | $1.51M | Buy |
24,699
+100
| +0.4% | +$6.1K | 3.49% | 4 |
|
|
2015
Q2 | $1.67M | Hold |
24,599
| – | – | 3.6% | 3 |
|
|
2015
Q1 | $1.49M | Buy |
24,599
+2,250
| +10% | +$136K | 3.22% | 5 |
|
|
2014
Q4 | $1.4M | Buy |
22,349
+300
| +1% | +$18.8K | 3.21% | 5 |
|
|
2014
Q3 | $1.33M | Buy |
22,049
+500
| +2% | +$30.1K | 3.31% | 3 |
|
|
2014
Q2 | $1.24M | Sell |
21,549
-50
| -0.2% | -$2.88K | 3.16% | 5 |
|
|
2014
Q1 | $1.31M | Buy |
21,599
+50
| +0.2% | +$3.04K | 3.43% | 4 |
|
|
2013
Q4 | $1.26M | Buy |
21,549
+100
| +0.5% | +$5.85K | 3.3% | 6 |
|
|
2013
Q3 | $1.11M | Sell |
21,449
-39,900
| -65% | -$2.06M | 3.38% | 6 |
|
|
2013
Q2 | $3.24M | Buy |
+61,349
| New | +$3.24M | 3.49% | 7 |
|