MV Capital Management’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 | $8.16M | Sell |
28,141
-522
| -2% | -$151K | 0.84% | 30 |
|
|
2025
Q1 | $7.03M | Sell |
28,663
-57
| -0.2% | -$14K | 0.75% | 31 |
|
|
2024
Q4 | $6.88M | Sell |
28,720
-254
| -0.9% | -$60.9K | 0.74% | 29 |
|
|
2024
Q3 | $6.11M | Buy |
28,974
+286
| +1% | +$60.3K | 0.65% | 30 |
|
|
2024
Q2 | $5.8M | Buy |
28,688
+192
| +0.7% | +$38.8K | 0.65% | 30 |
|
|
2024
Q1 | $5.71M | Sell |
28,496
-1,155
| -4% | -$231K | 0.65% | 31 |
|
|
2023
Q4 | $5.04M | Buy |
29,651
+241
| +0.8% | +$41K | 0.64% | 29 |
|
|
2023
Q3 | $4.27M | Buy |
29,410
+410
| +1% | +$59.5K | 0.57% | 33 |
|
|
2023
Q2 | $4.22M | Sell |
29,000
-1,614
| -5% | -$235K | 0.56% | 27 |
|
|
2023
Q1 | $3.99M | Buy |
30,614
+296
| +1% | +$38.6K | 0.56% | 27 |
|
|
2022
Q4 | $4.07M | Buy |
30,318
+364
| +1% | +$48.8K | 0.63% | 25 |
|
|
2022
Q3 | $3.13M | Buy |
29,954
+4,402
| +17% | +$460K | 0.54% | 27 |
|
|
2022
Q2 | $2.88M | Buy |
25,552
+392
| +2% | +$44.1K | 0.49% | 34 |
|
|
2022
Q1 | $3.43M | Buy |
25,160
+249
| +1% | +$33.9K | 0.52% | 32 |
|
|
2021
Q4 | $3.95M | Buy |
24,911
+1,448
| +6% | +$229K | 0.57% | 29 |
|
|
2021
Q3 | $3.84M | Buy |
23,463
+4,100
| +21% | +$671K | 0.63% | 30 |
|
|
2021
Q2 | $3.01M | Buy |
19,363
+1,235
| +7% | +$192K | 0.51% | 34 |
|
|
2021
Q1 | $2.76M | Buy |
18,128
+2,378
| +15% | +$362K | 0.5% | 33 |
|
|
2020
Q4 | $2M | Buy |
15,750
+2,481
| +19% | +$315K | 0.38% | 36 |
|
|
2020
Q3 | $1.28M | Buy |
13,269
+2,235
| +20% | +$215K | 0.27% | 44 |
|
|
2020
Q2 | $1.04M | Buy |
11,034
+2,275
| +26% | +$214K | 0.24% | 41 |
|
|
2020
Q1 | $789K | Buy |
8,759
+962
| +12% | +$86.7K | 0.21% | 45 |
|
|
2019
Q4 | $1.09M | Buy |
7,797
+464
| +6% | +$64.7K | 0.23% | 45 |
|
|
2019
Q3 | $863K | Buy |
7,333
+715
| +11% | +$84.1K | 0.2% | 49 |
|
|
2019
Q2 | $740K | Buy |
6,618
+486
| +8% | +$54.3K | 0.17% | 55 |
|
|
2019
Q1 | $621K | Buy |
6,132
+281
| +5% | +$28.5K | 0.15% | 58 |
|
|
2018
Q4 | $571K | Buy |
5,851
+277
| +5% | +$27K | 0.16% | 57 |
|
|
2018
Q3 | $629K | Sell |
5,574
-41
| -0.7% | -$4.63K | 0.16% | 48 |
|
|
2018
Q2 | $585K | Sell |
5,615
-1
| -0% | -$104 | 0.15% | 45 |
|
|
2018
Q1 | $618K | Sell |
5,616
-85
| -1% | -$9.35K | 0.16% | 44 |
|
|
2017
Q4 | $610K | Buy |
5,701
+1,354
| +31% | +$145K | 0.17% | 50 |
|
|
2017
Q3 | $415K | Sell |
4,347
-333
| -7% | -$31.8K | 0.12% | 59 |
|
|
2017
Q2 | $428K | Buy |
4,680
+429
| +10% | +$39.2K | 0.13% | 60 |
|
|
2017
Q1 | $373K | Sell |
4,251
-572
| -12% | -$50.2K | 0.12% | 65 |
|
|
2016
Q4 | $416K | Buy |
4,823
+306
| +7% | +$26.4K | 0.15% | 55 |
|
|
2016
Q3 | $301K | Sell |
4,517
-445
| -9% | -$29.7K | 0.11% | 63 |
|
|
2016
Q2 | $308K | Buy |
4,962
+543
| +12% | +$33.7K | 0.11% | 69 |
|
|
2016
Q1 | $262K | Buy |
4,419
+428
| +11% | +$25.4K | 0.11% | 73 |
|
|
2015
Q4 | $264K | Buy |
3,991
+1,366
| +52% | +$90.4K | 0.1% | 78 |
|
|
2015
Q3 | $160K | Buy |
2,625
+544
| +26% | +$33.2K | 0.07% | 85 |
|
|
2015
Q2 | $141K | Buy |
2,081
+379
| +22% | +$25.7K | 0.06% | 98 |
|
|
2015
Q1 | $103K | Hold |
1,702
| – | – | 0.04% | 111 |
|
|
2014
Q4 | $107K | Buy |
+1,702
| New | +$107K | 0.05% | 102 |
|