MV Capital Management’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
Q2 | $8.16M | Sell |
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|
2025
Q1 | $7.03M | Sell |
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|
2024
Q4 | $6.88M | Sell |
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|
2024
Q3 | $6.11M | Buy |
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|
2024
Q2 | $5.8M | Buy |
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|
2024
Q1 | $5.71M | Sell |
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|
2023
Q4 | $5.04M | Buy |
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|
2023
Q3 | $4.27M | Buy |
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|
2023
Q2 | $4.22M | Sell |
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|
2023
Q1 | $3.99M | Buy |
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|
2022
Q4 | $4.07M | Buy |
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|
2022
Q3 | $3.13M | Buy |
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|
2022
Q2 | $2.88M | Buy |
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|
2022
Q1 | $3.43M | Buy |
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|
2021
Q4 | $3.94M | Buy |
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|
2021
Q3 | $3.84M | Buy |
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|
2021
Q2 | $3.01M | Buy |
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|
2021
Q1 | $2.76M | Buy |
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|
2020
Q4 | $2M | Buy |
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|
2020
Q3 | $1.28M | Buy |
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|
2020
Q2 | $1.04M | Buy |
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|
2020
Q1 | $789K | Buy |
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|
2019
Q4 | $1.09M | Buy |
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|
2019
Q3 | $863K | Buy |
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|
2019
Q2 | $740K | Buy |
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|
2019
Q1 | $621K | Buy |
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|
2018
Q4 | $571K | Buy |
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|
2018
Q3 | $629K | Sell |
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|
2018
Q2 | $585K | Sell |
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|
2018
Q1 | $618K | Sell |
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|
2017
Q4 | $610K | Buy |
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|
2017
Q3 | $415K | Sell |
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|
2017
Q2 | $428K | Buy |
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|
2017
Q1 | $373K | Sell |
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|
2016
Q4 | $416K | Buy |
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|
2016
Q3 | $301K | Sell |
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|
2016
Q2 | $308K | Buy |
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|
2016
Q1 | $262K | Buy |
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|
2015
Q4 | $264K | Buy |
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|
2015
Q3 | $160K | Buy |
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|
2015
Q2 | $141K | Buy |
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|
2015
Q1 | $103K | Hold |
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|
2014
Q4 | $107K | Buy |
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