NEWAS
N.E.W. Advisory Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Buy |
9,255
+716
| +8% | +$208K | 0.26% | 46 |
|
|
2025
Q1 | $2.09M | Buy |
8,539
+129
| +2% | +$31.6K | 0.16% | 65 |
|
|
2024
Q4 | $2.02M | Sell |
8,410
-401
| -5% | -$96.1K | 0.19% | 62 |
|
|
2024
Q3 | $1.86M | Sell |
8,811
-199
| -2% | -$42K | 0.18% | 59 |
|
|
2024
Q2 | $1.82M | Sell |
9,010
-249
| -3% | -$50.4K | 0.2% | 55 |
|
|
2024
Q1 | $1.85M | Sell |
9,259
-499
| -5% | -$100K | 0.21% | 57 |
|
|
2023
Q4 | $1.66M | Sell |
9,758
-154
| -2% | -$26.2K | 0.2% | 54 |
|
|
2023
Q3 | $1.44M | Buy |
9,912
+12
| +0.1% | +$1.74K | 0.2% | 57 |
|
|
2023
Q2 | $1.44M | Sell |
9,900
-16
| -0.2% | -$2.33K | 0.2% | 48 |
|
|
2023
Q1 | $1.29M | Buy |
9,916
+16
| +0.2% | +$2.09K | 0.19% | 49 |
|
|
2022
Q4 | $1.33M | Buy |
9,900
+5,031
| +103% | +$675K | 0.21% | 49 |
|
|
2022
Q3 | $509K | Sell |
4,869
-5,490
| -53% | -$574K | 0.09% | 73 |
|
|
2022
Q2 | $1.17M | Buy |
10,359
+319
| +3% | +$35.9K | 0.2% | 47 |
|
|
2022
Q1 | $1.53M | Sell |
10,040
-265
| -3% | -$40.3K | 0.29% | 40 |
|
|
2021
Q4 | $1.63M | Buy |
10,305
+7
| +0.1% | +$1.11K | 0.25% | 40 |
|
|
2021
Q3 | $1.69M | Buy |
10,298
+47
| +0.5% | +$7.7K | 0.27% | 36 |
|
|
2021
Q2 | $1.6M | Buy |
10,251
+237
| +2% | +$36.9K | 0.27% | 38 |
|
|
2021
Q1 | $1.54M | Buy |
10,014
+713
| +8% | +$110K | 0.29% | 41 |
|
|
2020
Q4 | $1.18M | Sell |
9,301
-74
| -0.8% | -$9.4K | 0.25% | 48 |
|
|
2020
Q3 | $902K | Sell |
9,375
-55
| -0.6% | -$5.29K | 0.25% | 43 |
|
|
2020
Q2 | $887K | Buy |
+9,430
| New | +$887K | 0.28% | 43 |
|
|
2019
Q4 | $1.14M | Buy |
+8,173
| New | +$1.14M | 0.37% | 37 |
|