JPMorgan Chase & Co’s NerdWallet NRDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Buy |
19,576
+2,161
| +12% | +$23.7K | ﹤0.01% | 4431 |
|
|
2025
Q1 | $158K | Sell |
17,415
-223,605
| -93% | -$2.02M | ﹤0.01% | 4538 |
|
|
2024
Q4 | $3.21M | Buy |
241,020
+204,326
| +557% | +$2.72M | ﹤0.01% | 3085 |
|
|
2024
Q3 | $466K | Sell |
36,694
-44,605
| -55% | -$567K | ﹤0.01% | 4054 |
|
|
2024
Q2 | $1.19M | Sell |
81,299
-26,379
| -24% | -$385K | ﹤0.01% | 3410 |
|
|
2024
Q1 | $1.58M | Buy |
107,678
+84,475
| +364% | +$1.24M | ﹤0.01% | 3299 |
|
|
2023
Q4 | $342K | Sell |
23,203
-472
| -2% | -$6.95K | ﹤0.01% | 4114 |
|
|
2023
Q3 | $210K | Sell |
23,675
-125,685
| -84% | -$1.12M | ﹤0.01% | 4213 |
|
|
2023
Q2 | $1.41M | Buy |
149,360
+54,929
| +58% | +$517K | ﹤0.01% | 3230 |
|
|
2023
Q1 | $1.53M | Buy |
94,431
+79,208
| +520% | +$1.28M | ﹤0.01% | 3198 |
|
|
2022
Q4 | $146K | Buy |
15,223
+1,224
| +9% | +$11.7K | ﹤0.01% | 4344 |
|
|
2022
Q3 | $124K | Buy |
13,999
+302
| +2% | +$2.68K | ﹤0.01% | 4382 |
|
|
2022
Q2 | $109K | Buy |
13,697
+8,870
| +184% | +$70.6K | ﹤0.01% | 4588 |
|
|
2022
Q1 | $58K | Buy |
+4,827
| New | +$58K | ﹤0.01% | 4958 |
|