First National 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 | $17.3M | Buy |
59,644
+230
| +0.4% | +$66.7K | 2.53% | 6 |
|
|
2025
Q1 | $14.6M | Sell |
59,414
-3,737
| -6% | -$917K | 2.33% | 6 |
|
|
2024
Q4 | $15.1M | Sell |
63,151
-94
| -0.1% | -$22.5K | 2.45% | 7 |
|
|
2024
Q3 | $13.3M | Buy |
63,245
+1,168
| +2% | +$246K | 2.13% | 7 |
|
|
2024
Q2 | $12.6M | Buy |
62,077
+8,349
| +16% | +$1.69M | 2.29% | 6 |
|
|
2024
Q1 | $9.82M | Buy |
53,728
+12,142
| +29% | +$2.22M | 2.2% | 7 |
|
|
2023
Q4 | $7.07M | Buy |
41,586
+10,774
| +35% | +$1.83M | 2.04% | 9 |
|
|
2023
Q3 | $4.47M | Buy |
30,812
+14,442
| +88% | +$2.09M | 2% | 8 |
|
|
2023
Q2 | $2.01M | Buy |
16,370
+2,881
| +21% | +$355K | 1.86% | 8 |
|
|
2023
Q1 | $1.76M | Buy |
13,489
+752
| +6% | +$98K | 1.99% | 6 |
|
|
2022
Q4 | $1.71M | Buy |
12,737
+1,270
| +11% | +$170K | 2.19% | 5 |
|
|
2022
Q3 | $1.2M | Buy |
11,467
+2,955
| +35% | +$309K | 1.78% | 7 |
|
|
2022
Q2 | $959K | Buy |
+8,512
| New | +$959K | 1.99% | 8 |
|