N.E.W. Advisory Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Buy |
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|
2025
Q1 | $2.09M | Buy |
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|
2024
Q4 | $2.02M | Sell |
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|
2024
Q3 | $1.86M | Sell |
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|
2024
Q2 | $1.82M | Sell |
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|
2024
Q1 | $1.85M | Sell |
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|
2023
Q4 | $1.66M | Sell |
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|
2023
Q3 | $1.44M | Buy |
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|
2023
Q2 | $1.44M | Sell |
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|
2023
Q1 | $1.29M | Buy |
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|
2022
Q4 | $1.33M | Buy |
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|
2022
Q3 | $509K | Sell |
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|
2022
Q2 | $1.17M | Buy |
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|
2022
Q1 | $1.53M | Sell |
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|
2021
Q4 | $1.63M | Buy |
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|
2021
Q3 | $1.69M | Buy |
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|
2021
Q2 | $1.6M | Buy |
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|
2021
Q1 | $1.54M | Buy |
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|
2020
Q4 | $1.18M | Sell |
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|
2020
Q3 | $902K | Sell |
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|
2020
Q2 | $887K | Buy |
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|
2019
Q4 | $1.14M | Buy |
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