Nadler Financial Group’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
Q3 | $1.92M | Buy |
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|
2025
Q2 | $1.68M | Sell |
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|
2025
Q1 | $1.44M | Buy |
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|
2024
Q4 | $1.37M | Buy |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $922K | Buy |
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|
2023
Q4 | $722K | Buy |
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|
2023
Q3 | $610K | Sell |
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|
2023
Q2 | $638K | Buy |
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|
2023
Q1 | $572K | Sell |
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|
2022
Q4 | $621K | Sell |
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|
2022
Q3 | $534K | Sell |
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|
2022
Q2 | $619K | Buy |
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|
2022
Q1 | $685K | Sell |
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|
2021
Q4 | $963K | Sell |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | $943K | Buy |
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|
2021
Q1 | $921K | Buy |
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|
2020
Q4 | $719K | Sell |
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|
2020
Q3 | $579K | Sell |
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|
2020
Q2 | $577K | Buy |
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|
2020
Q1 | $523K | Buy |
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|
2019
Q4 | $713K | Sell |
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|
2019
Q3 | $616K | Buy |
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|
2019
Q2 | $581K | Buy |
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|
2019
Q1 | $525K | Sell |
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|
2018
Q4 | $514K | Sell |
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|
2018
Q3 | $596K | Buy |
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|
2018
Q2 | $541K | Buy |
|
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|
2018
Q1 | $514K | Sell |
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|
2017
Q4 | $553K | Buy |
|
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|
2017
Q3 | $355K | Buy |
|
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|
2017
Q2 | $339K | Sell |
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|
2017
Q1 | $404K | Sell |
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|
2016
Q4 | $402K | Sell |
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|
2016
Q3 | $353K | Buy |
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|
2016
Q2 | $320K | Buy |
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|
2016
Q1 | $304K | Sell |
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|
2015
Q4 | $340K | Buy |
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|
2015
Q3 | $311K | Buy |
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|
2015
Q2 | $291K | Buy |
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|
2015
Q1 | $260K | Sell |
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|
2014
Q4 | $280K | Buy |
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|
2014
Q3 | $225K | Buy |
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|
2014
Q2 | $215K | Sell |
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|
2014
Q1 | $251K | Sell |
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|
2013
Q4 | $257K | Sell |
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|
2013
Q3 | $243K | Sell |
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|
2013
Q2 | $496K | Buy |
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