MCIA
Mountain Capital Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Sell |
1,043
-57
| -5% | -$16.6K | 0.06% | 49 |
|
|
2025
Q1 | $269K | Sell |
1,100
-30
| -3% | -$7.34K | 0.06% | 45 |
|
|
2024
Q4 | $293K | Sell |
1,130
-69
| -6% | -$17.9K | 0.06% | 42 |
|
|
2024
Q3 | $287K | Sell |
1,199
-48
| -4% | -$11.5K | 0.06% | 43 |
|
|
2024
Q2 | $262K | Buy |
+1,247
| New | +$262K | 0.07% | 38 |
|
|
2021
Q4 | – | Sell |
-2,432
| Closed | -$414K | – | 125 |
|
|
2021
Q3 | $414K | Sell |
2,432
-1,245
| -34% | -$212K | 0.22% | 109 |
|
|
2021
Q2 | $555K | Sell |
3,677
-896
| -20% | -$135K | 0.26% | 101 |
|
|
2021
Q1 | $705K | Sell |
4,573
-387
| -8% | -$59.7K | 0.35% | 99 |
|
|
2020
Q4 | $685K | Buy |
4,960
+215
| +5% | +$29.7K | 0.41% | 86 |
|
|
2020
Q3 | $486K | Sell |
4,745
-807
| -15% | -$82.7K | 0.31% | 79 |
|
|
2020
Q2 | $513K | Buy |
5,552
+343
| +7% | +$31.7K | 0.24% | 29 |
|
|
2020
Q1 | $535K | Buy |
5,209
+1,718
| +49% | +$176K | 0.28% | 23 |
|
|
2019
Q4 | $478K | Sell |
3,491
-2,570
| -42% | -$352K | 0.21% | 21 |
|
|
2019
Q3 | $713K | Sell |
6,061
-1,622
| -21% | -$191K | 0.63% | 18 |
|
|
2019
Q2 | $840K | Buy |
7,683
+487
| +7% | +$53.2K | 0.79% | 17 |
|
|
2019
Q1 | $728K | Buy |
7,196
+1,599
| +29% | +$162K | 0.78% | 15 |
|
|
2018
Q4 | $546K | Buy |
5,597
+230
| +4% | +$22.4K | 0.76% | 14 |
|
|
2018
Q3 | $606K | Buy |
5,367
+721
| +16% | +$81.4K | 0.59% | 16 |
|
|
2018
Q2 | $484K | Buy |
4,646
+595
| +15% | +$62K | 0.47% | 17 |
|
|
2018
Q1 | $445K | Sell |
4,051
-1,587
| -28% | -$174K | 0.48% | 18 |
|
|
2017
Q4 | $603K | Sell |
5,638
-16
| -0.3% | -$1.71K | 0.58% | 16 |
|
|
2017
Q3 | $540K | Buy |
5,654
+3,018
| +114% | +$288K | 0.48% | 15 |
|
|
2017
Q2 | $241K | Buy |
+2,636
| New | +$241K | 0.24% | 32 |
|