JPMorgan Chase & Co’s NACCO Industries NC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Sell |
5,845
-3,619
| -38% | -$160K | ﹤0.01% | 4354 |
|
|
2025
Q1 | $319K | Sell |
9,464
-6,861
| -42% | -$231K | ﹤0.01% | 4256 |
|
|
2024
Q4 | $487K | Buy |
16,325
+8,062
| +98% | +$240K | ﹤0.01% | 4166 |
|
|
2024
Q3 | $234K | Buy |
8,263
+3,615
| +78% | +$102K | ﹤0.01% | 4403 |
|
|
2024
Q2 | $129K | Sell |
4,648
-5,360
| -54% | -$148K | ﹤0.01% | 4483 |
|
|
2024
Q1 | $302K | Buy |
10,008
+3,235
| +48% | +$97.7K | ﹤0.01% | 4232 |
|
|
2023
Q4 | $247K | Buy |
6,773
+3,643
| +116% | +$133K | ﹤0.01% | 4328 |
|
|
2023
Q3 | $110K | Sell |
3,130
-1,328
| -30% | -$46.6K | ﹤0.01% | 4544 |
|
|
2023
Q2 | $155K | Buy |
4,458
+1,353
| +44% | +$46.9K | ﹤0.01% | 4421 |
|
|
2023
Q1 | $112K | Buy |
3,105
+811
| +35% | +$29.3K | ﹤0.01% | 4598 |
|
|
2022
Q4 | $87K | Buy |
2,294
+68
| +3% | +$2.58K | ﹤0.01% | 4545 |
|
|
2022
Q3 | $105K | Buy |
2,226
+45
| +2% | +$2.12K | ﹤0.01% | 4445 |
|
|
2022
Q2 | $83K | Buy |
2,181
+1,176
| +117% | +$44.8K | ﹤0.01% | 4705 |
|
|
2022
Q1 | $40K | Buy |
1,005
+255
| +34% | +$10.1K | ﹤0.01% | 5086 |
|
|
2021
Q4 | $28K | Buy |
750
+124
| +20% | +$4.63K | ﹤0.01% | 5246 |
|
|
2021
Q3 | $18K | Sell |
626
-459
| -42% | -$13.2K | ﹤0.01% | 5157 |
|
|
2021
Q2 | $28K | Sell |
1,085
-11,398
| -91% | -$294K | ﹤0.01% | 5070 |
|
|
2021
Q1 | $311K | Buy |
12,483
+483
| +4% | +$12K | ﹤0.01% | 4279 |
|
|
2020
Q4 | $316K | Buy |
12,000
+5,362
| +81% | +$141K | ﹤0.01% | 3982 |
|
|
2020
Q3 | $124K | Buy |
6,638
+3,444
| +108% | +$64.3K | ﹤0.01% | 3958 |
|
|
2020
Q2 | $74K | Sell |
3,194
-3,938
| -55% | -$91.2K | ﹤0.01% | 4065 |
|
|
2020
Q1 | $199K | Buy |
7,132
+818
| +13% | +$22.8K | ﹤0.01% | 3703 |
|
|
2019
Q4 | $296K | Sell |
6,314
-1,858
| -23% | -$87.1K | ﹤0.01% | 3681 |
|
|
2019
Q3 | $522K | Sell |
8,172
-5,930
| -42% | -$379K | ﹤0.01% | 3331 |
|
|
2019
Q2 | $699K | Sell |
14,102
-115,129
| -89% | -$5.71M | ﹤0.01% | 3213 |
|
|
2019
Q1 | $4.94M | Sell |
129,231
-18,545
| -13% | -$709K | ﹤0.01% | 2106 |
|
|
2018
Q4 | $5.01M | Sell |
147,776
-18,294
| -11% | -$620K | ﹤0.01% | 2099 |
|
|
2018
Q3 | $5.44M | Sell |
166,070
-1,255
| -0.8% | -$41.1K | ﹤0.01% | 2198 |
|
|
2018
Q2 | $5.65M | Buy |
167,325
+2,492
| +2% | +$84.1K | ﹤0.01% | 2179 |
|
|
2018
Q1 | $5.42M | Sell |
164,833
-9,853
| -6% | -$324K | ﹤0.01% | 2164 |
|
|
2017
Q4 | $6.58M | Sell |
174,686
-626,480
| -78% | -$23.6M | ﹤0.01% | 2066 |
|
|
2017
Q3 | $16.3M | Sell |
801,166
-103,678
| -11% | -$2.1M | ﹤0.01% | 1465 |
|
|
2017
Q2 | $14.6M | Buy |
904,844
+21,688
| +2% | +$351K | ﹤0.01% | 1487 |
|
|
2017
Q1 | $14.1M | Buy |
883,156
+125,690
| +17% | +$2M | ﹤0.01% | 1500 |
|
|
2016
Q4 | $15.7M | Buy |
757,466
+25,049
| +3% | +$518K | ﹤0.01% | 1420 |
|
|
2016
Q3 | $11.4M | Buy |
732,417
+24,109
| +3% | +$374K | ﹤0.01% | 1525 |
|
|
2016
Q2 | $9.06M | Buy |
708,308
+547
| +0.1% | +$7K | ﹤0.01% | 1690 |
|
|
2016
Q1 | $9.28M | Buy |
707,761
+22,870
| +3% | +$300K | ﹤0.01% | 1629 |
|
|
2015
Q4 | $6.6M | Buy |
684,891
+126,933
| +23% | +$1.22M | ﹤0.01% | 1804 |
|
|
2015
Q3 | $6.06M | Buy |
557,958
+33,453
| +6% | +$363K | ﹤0.01% | 1860 |
|
|
2015
Q2 | $7.28M | Buy |
524,505
+437,403
| +502% | +$6.07M | ﹤0.01% | 1878 |
|
|
2015
Q1 | $1.05M | Buy |
87,102
+1,751
| +2% | +$21.2K | ﹤0.01% | 2822 |
|
|
2014
Q4 | $1.16M | Sell |
85,351
-105,587
| -55% | -$1.43M | ﹤0.01% | 2731 |
|
|
2014
Q3 | $2.17M | Sell |
190,938
-167,044
| -47% | -$1.9M | ﹤0.01% | 2394 |
|
|
2014
Q2 | $4.14M | Sell |
357,982
-50,221
| -12% | -$581K | ﹤0.01% | 2110 |
|
|
2014
Q1 | $5.06M | Buy |
408,203
+19,932
| +5% | +$247K | ﹤0.01% | 2045 |
|
|
2013
Q4 | $5.52M | Sell |
388,271
-113,167
| -23% | -$1.61M | ﹤0.01% | 1964 |
|
|
2013
Q3 | $6.35M | Buy |
501,438
+77,403
| +18% | +$980K | ﹤0.01% | 1903 |
|
|
2013
Q2 | $5.55M | Buy |
+424,035
| New | +$5.55M | ﹤0.01% | 1896 |
|