Mountain Pacific Investment Advisers’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 | $6.39M | Sell |
22,057
-807
| -4% | -$234K | 0.46% | 43 |
|
2025
Q1 | $5.61M | Sell |
22,864
-308
| -1% | -$75.6K | 0.42% | 44 |
|
2024
Q4 | $5.55M | Sell |
23,172
-185
| -0.8% | -$44.3K | 0.39% | 46 |
|
2024
Q3 | $4.93M | Sell |
23,357
-1,111
| -5% | -$234K | 0.34% | 47 |
|
2024
Q2 | $4.95M | Sell |
24,468
-1,208
| -5% | -$244K | 0.37% | 45 |
|
2024
Q1 | $5.14M | Sell |
25,676
-502
| -2% | -$101K | 0.29% | 49 |
|
2023
Q4 | $4.45M | Sell |
26,178
-400
| -2% | -$68K | 0.28% | 51 |
|
2023
Q3 | $3.85M | Sell |
26,578
-976
| -4% | -$142K | 0.27% | 53 |
|
2023
Q2 | $4.01M | Sell |
27,554
-325
| -1% | -$47.3K | 0.27% | 53 |
|
2023
Q1 | $3.63M | Sell |
27,879
-257
| -0.9% | -$33.5K | 0.26% | 57 |
|
2022
Q4 | $3.77M | Sell |
28,136
-292
| -1% | -$39.2K | 0.27% | 54 |
|
2022
Q3 | $2.97M | Sell |
28,428
-620
| -2% | -$64.8K | 0.23% | 57 |
|
2022
Q2 | $3.27M | Sell |
29,048
-945
| -3% | -$106K | 0.25% | 57 |
|
2022
Q1 | $4.09M | Sell |
29,993
-1,272
| -4% | -$173K | 0.27% | 52 |
|
2021
Q4 | $4.95M | Sell |
31,265
-95
| -0.3% | -$15K | 0.29% | 50 |
|
2021
Q3 | $5.13M | Sell |
31,360
-1,342
| -4% | -$220K | 0.31% | 50 |
|
2021
Q2 | $5.09M | Sell |
32,702
-1,940
| -6% | -$302K | 0.32% | 48 |
|
2021
Q1 | $5.27M | Buy |
34,642
+105
| +0.3% | +$16K | 0.35% | 48 |
|
2020
Q4 | $4.39M | Buy |
34,537
+702
| +2% | +$89.2K | 0.31% | 51 |
|
2020
Q3 | $3.26M | Sell |
33,835
-400
| -1% | -$38.5K | 0.27% | 53 |
|
2020
Q2 | $3.22M | Buy |
34,235
+2,402
| +8% | +$226K | 0.28% | 53 |
|
2020
Q1 | $2.87M | Sell |
31,833
-273
| -0.9% | -$24.6K | 0.3% | 52 |
|
2019
Q4 | $4.48M | Buy |
32,106
+151
| +0.5% | +$21.1K | 0.38% | 48 |
|
2019
Q3 | $3.76M | Buy |
31,955
+100
| +0.3% | +$11.8K | 0.34% | 49 |
|
2019
Q2 | $3.56M | Buy |
31,855
+1,915
| +6% | +$214K | 0.32% | 48 |
|
2019
Q1 | $3.03M | Sell |
29,940
-262
| -0.9% | -$26.5K | 0.29% | 49 |
|
2018
Q4 | $2.95M | Buy |
30,202
+433
| +1% | +$42.3K | 0.33% | 46 |
|
2018
Q3 | $3.36M | Sell |
29,769
-300
| -1% | -$33.9K | 0.32% | 47 |
|
2018
Q2 | $3.13M | Hold |
30,069
| – | – | 0.32% | 47 |
|
2018
Q1 | $3.31M | Buy |
30,069
+108
| +0.4% | +$11.9K | 0.34% | 45 |
|
2017
Q4 | $3.2M | Buy |
29,961
+14
| +0% | +$1.5K | 0.34% | 45 |
|
2017
Q3 | $2.86M | Hold |
29,947
| – | – | 0.31% | 45 |
|
2017
Q2 | $2.74M | Buy |
29,947
+100
| +0.3% | +$9.14K | 0.3% | 46 |
|
2017
Q1 | $2.62M | Buy |
29,847
+327
| +1% | +$28.7K | 0.3% | 46 |
|
2016
Q4 | $2.55M | Hold |
29,520
| – | – | 0.27% | 51 |
|
2016
Q3 | $1.97M | Sell |
29,520
-925
| -3% | -$61.6K | 0.22% | 54 |
|
2016
Q2 | $1.89M | Sell |
30,445
-1,234
| -4% | -$76.7K | 0.22% | 52 |
|
2016
Q1 | $1.88M | Sell |
31,679
-4,110
| -11% | -$243K | 0.22% | 53 |
|
2015
Q4 | $2.36M | Sell |
35,789
-10,946
| -23% | -$723K | 0.29% | 52 |
|
2015
Q3 | $2.85M | Sell |
46,735
-150
| -0.3% | -$9.14K | 0.35% | 52 |
|
2015
Q2 | $3.18M | Sell |
46,885
-200
| -0.4% | -$13.6K | 0.37% | 51 |
|
2015
Q1 | $2.85M | Buy |
47,085
+667
| +1% | +$40.4K | 0.33% | 51 |
|
2014
Q4 | $2.91M | Sell |
46,418
-2,150
| -4% | -$135K | 0.35% | 50 |
|
2014
Q3 | $2.93M | Sell |
48,568
-9,092
| -16% | -$548K | 0.38% | 50 |
|
2014
Q2 | $3.32M | Sell |
57,660
-910
| -2% | -$52.4K | 0.39% | 52 |
|
2014
Q1 | $3.56M | Buy |
58,570
+2,355
| +4% | +$143K | 0.44% | 49 |
|
2013
Q4 | $3.29M | Sell |
56,215
-162
| -0.3% | -$9.47K | 0.41% | 49 |
|
2013
Q3 | $2.91M | Buy |
56,377
+91
| +0.2% | +$4.7K | 0.4% | 51 |
|
2013
Q2 | $2.97M | Buy |
+56,286
| New | +$2.97M | 0.45% | 48 |
|