JPMorgan Chase & Co’s NV5 Global NVEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.42M | Sell |
148,295
-86,403
| -37% | -$2M | ﹤0.01% | 2978 |
|
|
2025
Q1 | $4.52M | Sell |
234,698
-33,679
| -13% | -$649K | ﹤0.01% | 2735 |
|
|
2024
Q4 | $5.06M | Buy |
268,377
+16,601
| +7% | +$313K | ﹤0.01% | 2744 |
|
|
2024
Q3 | $5.88M | Buy |
251,776
+9,932
| +4% | +$232K | ﹤0.01% | 2545 |
|
|
2024
Q2 | $5.62M | Buy |
241,844
+136,096
| +129% | +$3.16M | ﹤0.01% | 2462 |
|
|
2024
Q1 | $2.59M | Buy |
105,748
+30,004
| +40% | +$735K | ﹤0.01% | 2982 |
|
|
2023
Q4 | $2.1M | Buy |
75,744
+8,332
| +12% | +$231K | ﹤0.01% | 3120 |
|
|
2023
Q3 | $1.62M | Sell |
67,412
-7,596
| -10% | -$183K | ﹤0.01% | 3125 |
|
|
2023
Q2 | $2.08M | Buy |
75,008
+8,040
| +12% | +$223K | ﹤0.01% | 3020 |
|
|
2023
Q1 | $1.74M | Buy |
66,968
+12,660
| +23% | +$329K | ﹤0.01% | 3118 |
|
|
2022
Q4 | $1.8M | Buy |
54,308
+5,724
| +12% | +$189K | ﹤0.01% | 3028 |
|
|
2022
Q3 | $1.5M | Buy |
48,584
+1,148
| +2% | +$35.5K | ﹤0.01% | 3100 |
|
|
2022
Q2 | $1.39M | Buy |
47,436
+9,060
| +24% | +$265K | ﹤0.01% | 3262 |
|
|
2022
Q1 | $1.28M | Buy |
38,376
+564
| +1% | +$18.8K | ﹤0.01% | 3467 |
|
|
2021
Q4 | $1.31M | Sell |
37,812
-99,692
| -73% | -$3.44M | ﹤0.01% | 3511 |
|
|
2021
Q3 | $3.39M | Sell |
137,504
-11,264
| -8% | -$278K | ﹤0.01% | 2833 |
|
|
2021
Q2 | $3.51M | Sell |
148,768
-95,672
| -39% | -$2.26M | ﹤0.01% | 2865 |
|
|
2021
Q1 | $5.9M | Buy |
244,440
+121,244
| +98% | +$2.93M | ﹤0.01% | 2522 |
|
|
2020
Q4 | $2.43M | Buy |
123,196
+94,980
| +337% | +$1.87M | ﹤0.01% | 2850 |
|
|
2020
Q3 | $377K | Buy |
28,216
+13,880
| +97% | +$185K | ﹤0.01% | 3500 |
|
|
2020
Q2 | $183K | Buy |
14,336
+696
| +5% | +$8.88K | ﹤0.01% | 3710 |
|
|
2020
Q1 | $140K | Buy |
13,640
+188
| +1% | +$1.93K | ﹤0.01% | 3839 |
|
|
2019
Q4 | $170K | Sell |
13,452
-128
| -0.9% | -$1.62K | ﹤0.01% | 3871 |
|
|
2019
Q3 | $232K | Sell |
13,580
-19,480
| -59% | -$333K | ﹤0.01% | 3685 |
|
|
2019
Q2 | $662K | Buy |
33,060
+22,240
| +206% | +$445K | ﹤0.01% | 3239 |
|
|
2019
Q1 | $161K | Sell |
10,820
-108,192
| -91% | -$1.61M | ﹤0.01% | 3847 |
|
|
2018
Q4 | $1.8M | Buy |
119,012
+110,324
| +1,270% | +$1.67M | ﹤0.01% | 2713 |
|
|
2018
Q3 | $188K | Sell |
8,688
-5,520
| -39% | -$119K | ﹤0.01% | 3889 |
|
|
2018
Q2 | $246K | Sell |
14,208
-37,828
| -73% | -$655K | ﹤0.01% | 3748 |
|
|
2018
Q1 | $726K | Buy |
52,036
+42,972
| +474% | +$600K | ﹤0.01% | 3232 |
|
|
2017
Q4 | $122K | Buy |
9,064
+3,896
| +75% | +$52.4K | ﹤0.01% | 3828 |
|
|
2017
Q3 | $70K | Buy |
+5,168
| New | +$70K | ﹤0.01% | 3732 |
|
|
2017
Q2 | – | Sell |
-12,188
| Closed | -$115K | – | 4444 |
|
|
2017
Q1 | $115K | Sell |
12,188
-43,928
| -78% | -$414K | ﹤0.01% | 3673 |
|
|
2016
Q4 | $468K | Buy |
+56,116
| New | +$468K | ﹤0.01% | 3316 |
|