NJIM
Nabity-Jensen Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Buy |
7,199
+208
| +3% | +$60.3K | 1.54% | 16 |
|
|
2025
Q1 | $1.71M | Buy |
6,991
+107
| +2% | +$26.2K | 1.36% | 16 |
|
|
2024
Q4 | $1.65M | Sell |
6,884
-25
| -0.4% | -$5.99K | 1.25% | 17 |
|
|
2024
Q3 | $1.46M | Sell |
6,909
-114
| -2% | -$24K | 1.12% | 21 |
|
|
2024
Q2 | $1.42M | Sell |
7,023
-86
| -1% | -$17.4K | 1.16% | 20 |
|
|
2024
Q1 | $1.42M | Hold |
7,109
| – | – | 1.17% | 19 |
|
|
2023
Q4 | $1.21M | Buy |
+7,109
| New | +$1.21M | 1.09% | 22 |
|