JP Morgan Chase’s Noah Holdings NOAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-80,788
| Closed | -$811K | – | 7772 |
|
|
2025
Q4 | $811K | Buy |
80,788
+54,298
| +205% | +$590K | ﹤0.01% | 4737 |
|
|
2025
Q3 | $307K | Buy |
+26,490
| New | +$317K | ﹤0.01% | 5286 |
|
|
2025
Q2 | – | Sell |
-17,139
| Closed | -$162K | – | 7467 |
|
|
2025
Q1 | $162K | Buy |
17,139
+16,941
| +8,556% | +$185K | ﹤0.01% | 5336 |
|
|
2024
Q4 | $2.32K | Sell |
198
-2,734
| -93% | -$33.8K | ﹤0.01% | 6626 |
|
|
2024
Q3 | $36.2K | Sell |
2,932
-1,225
| -29% | -$10.2K | ﹤0.01% | 6090 |
|
|
2024
Q2 | $40.1K | Sell |
4,157
-4,301
| -51% | -$53K | ﹤0.01% | 5941 |
|
|
2024
Q1 | $96.7K | Sell |
8,458
-3,227
| -28% | -$37.4K | ﹤0.01% | 5690 |
|
|
2023
Q4 | $161K | Buy |
11,685
+4,826
| +70% | +$61K | ﹤0.01% | 5503 |
|
|
2023
Q3 | $85.5K | Buy |
6,859
+3,498
| +104% | +$47.9K | ﹤0.01% | 5582 |
|
|
2023
Q2 | $47.3K | Buy |
3,361
+3,163
| +1,597% | +$49.4K | ﹤0.01% | 5739 |
|
|
2023
Q1 | $3K | Sell |
198
-26,008
| -99% | -$482K | ﹤0.01% | 6352 |
|
|
2022
Q4 | $406K | Buy |
26,206
+3,577
| +16% | +$52.3K | ﹤0.01% | 4648 |
|
|
2022
Q3 | $299K | Sell |
22,629
-7,327
| -24% | -$125K | ﹤0.01% | 4755 |
|
|
2022
Q2 | $606K | Sell |
29,956
-77,405
| -72% | -$1.44M | ﹤0.01% | 4439 |
|
|
2022
Q1 | $2.53M | Buy |
107,361
+23,018
| +27% | +$647K | ﹤0.01% | 3571 |
|
|
2021
Q4 | $2.59M | Buy |
84,343
+31,718
| +60% | +$1.19M | ﹤0.01% | 3652 |
|
|
2021
Q3 | $1.95M | Buy |
52,625
+51,816
| +6,405% | +$2.05M | ﹤0.01% | 3813 |
|
|
2021
Q2 | $38K | Hold |
809
| – | – | ﹤0.01% | 5807 |
|
|
2021
Q1 | $36K | Sell |
809
-273
| -25% | -$13K | ﹤0.01% | 5605 |
|
|
2020
Q4 | $52K | Sell |
1,082
-48
| -4% | -$1.55K | ﹤0.01% | 5143 |
|
|
2020
Q3 | $30K | Buy |
1,130
+80
| +8% | +$2.36K | ﹤0.01% | 5074 |
|
|
2020
Q2 | $27K | Buy |
1,050
+16
| +2% | +$413 | ﹤0.01% | 4982 |
|
|
2020
Q1 | $27K | Sell |
1,034
-735
| -42% | -$23.2K | ﹤0.01% | 4882 |
|
|
2019
Q4 | $63K | Sell |
1,769
-228,398
| -99% | -$6.97M | ﹤0.01% | 5046 |
|
|
2019
Q3 | $6.72M | Sell |
230,167
-592,583
| -72% | -$18.9M | ﹤0.01% | 2444 |
|
|
2019
Q2 | $34.7M | Sell |
822,750
-75,572
| -8% | -$3.48M | 0.01% | 1192 |
|
|
2019
Q1 | $43.5M | Buy |
898,322
+158,450
| +21% | +$7.69M | 0.01% | 1028 |
|
|
2018
Q4 | $32.1M | Buy |
739,872
+148,537
| +25% | +$6.17M | 0.01% | 1142 |
|
|
2018
Q3 | $24.9M | Sell |
591,335
-293,917
| -33% | -$13.4M | ﹤0.01% | 1495 |
|
|
2018
Q2 | $46.2M | Sell |
885,252
-81,283
| -8% | -$4.6M | 0.01% | 1010 |
|
|
2018
Q1 | $45.6M | Buy |
966,535
+126,733
| +15% | +$6.09M | 0.01% | 987 |
|
|
2017
Q4 | $38.9M | Sell |
839,802
-36,615
| -4% | -$1.51M | 0.01% | 1122 |
|
|
2017
Q3 | $27.6M | Buy |
876,417
+138,248
| +19% | +$4.22M | 0.01% | 1278 |
|
|
2017
Q2 | $21.1M | Buy |
738,169
+737,839
| +223,588% | +$19.6M | ﹤0.01% | 1416 |
|
|
2017
Q1 | $8K | Buy |
330
+99
| +43% | +$2.48K | ﹤0.01% | 4839 |
|
|
2016
Q4 | $5K | Sell |
231
-85
| -27% | -$2.04K | ﹤0.01% | 4870 |
|
|
2016
Q3 | $8K | Buy |
+316
| New | +$8.26K | ﹤0.01% | 4322 |
|
|
2016
Q1 | – | Sell |
-236
| Closed | -$7K | – | 4850 |
|
|
2015
Q4 | $7K | Buy |
+236
| New | +$6.87K | ﹤0.01% | 4279 |
|
|
2015
Q2 | – | Sell |
-27,372
| Closed | -$640K | – | 4121 |
|
|
2015
Q1 | $640K | Sell |
27,372
-27,037
| -50% | -$567K | ﹤0.01% | 3433 |
|
|
2014
Q4 | $1.14M | Buy |
+54,409
| New | +$945K | ﹤0.01% | 3280 |
|
|
2014
Q2 | – | Sell |
-19,775
| Closed | -$285K | – | 3595 |
|
|
2014
Q1 | $285K | Sell |
19,775
-2,105
| -10% | -$32K | ﹤0.01% | 3309 |
|
|
2013
Q4 | $393K | Buy |
+21,880
| New | +$429K | ﹤0.01% | 3581 |
|
Other funds holding NOAH
YCM
TPC
DSA
PIM
