Nadler Financial Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Sell |
5,796
-64
| -1% | -$18.6K | 0.17% | 43 |
|
|
2025
Q1 | $1.44M | Buy |
5,860
+140
| +2% | +$34.3K | 0.16% | 44 |
|
|
2024
Q4 | $1.37M | Buy |
5,720
+730
| +15% | +$175K | 0.14% | 43 |
|
|
2024
Q3 | $1.05M | Sell |
4,990
-18
| -0.4% | -$3.8K | 0.12% | 45 |
|
|
2024
Q2 | $1.01M | Buy |
5,008
+403
| +9% | +$81.5K | 0.12% | 45 |
|
|
2024
Q1 | $922K | Buy |
4,605
+362
| +9% | +$72.5K | 0.11% | 47 |
|
|
2023
Q4 | $722K | Buy |
4,243
+37
| +0.9% | +$6.29K | 0.1% | 52 |
|
|
2023
Q3 | $610K | Sell |
4,206
-183
| -4% | -$26.5K | 0.09% | 55 |
|
|
2023
Q2 | $638K | Buy |
4,389
+1
| +0% | +$145 | 0.09% | 55 |
|
|
2023
Q1 | $572K | Sell |
4,388
-243
| -5% | -$31.7K | 0.09% | 57 |
|
|
2022
Q4 | $621K | Sell |
4,631
-481
| -9% | -$64.5K | 0.11% | 53 |
|
|
2022
Q3 | $534K | Sell |
5,112
-385
| -7% | -$40.2K | 0.1% | 56 |
|
|
2022
Q2 | $619K | Buy |
5,497
+470
| +9% | +$52.9K | 0.11% | 55 |
|
|
2022
Q1 | $685K | Sell |
5,027
-1,055
| -17% | -$144K | 0.11% | 54 |
|
|
2021
Q4 | $963K | Sell |
6,082
-76
| -1% | -$12K | 0.14% | 50 |
|
|
2021
Q3 | $1.01M | Buy |
6,158
+98
| +2% | +$16K | 0.16% | 47 |
|
|
2021
Q2 | $943K | Buy |
6,060
+11
| +0.2% | +$1.71K | 0.15% | 51 |
|
|
2021
Q1 | $921K | Buy |
6,049
+392
| +7% | +$59.7K | 0.16% | 51 |
|
|
2020
Q4 | $719K | Sell |
5,657
-361
| -6% | -$45.9K | 0.14% | 51 |
|
|
2020
Q3 | $579K | Sell |
6,018
-115
| -2% | -$11.1K | 0.13% | 56 |
|
|
2020
Q2 | $577K | Buy |
6,133
+322
| +6% | +$30.3K | 0.14% | 49 |
|
|
2020
Q1 | $523K | Buy |
5,811
+699
| +14% | +$62.9K | 0.16% | 46 |
|
|
2019
Q4 | $713K | Sell |
5,112
-123
| -2% | -$17.2K | 0.18% | 43 |
|
|
2019
Q3 | $616K | Buy |
5,235
+40
| +0.8% | +$4.71K | 0.17% | 44 |
|
|
2019
Q2 | $581K | Buy |
5,195
+7
| +0.1% | +$783 | 0.17% | 47 |
|
|
2019
Q1 | $525K | Sell |
5,188
-75
| -1% | -$7.59K | 0.17% | 49 |
|
|
2018
Q4 | $514K | Sell |
5,263
-23
| -0.4% | -$2.25K | 0.17% | 46 |
|
|
2018
Q3 | $596K | Buy |
5,286
+95
| +2% | +$10.7K | 0.16% | 46 |
|
|
2018
Q2 | $541K | Buy |
5,191
+515
| +11% | +$53.7K | 0.15% | 48 |
|
|
2018
Q1 | $514K | Sell |
4,676
-491
| -10% | -$54K | 0.16% | 45 |
|
|
2017
Q4 | $553K | Buy |
5,167
+1,452
| +39% | +$155K | 0.17% | 46 |
|
|
2017
Q3 | $355K | Buy |
3,715
+5
| +0.1% | +$478 | 0.12% | 55 |
|
|
2017
Q2 | $339K | Sell |
3,710
-894
| -19% | -$81.7K | 0.12% | 56 |
|
|
2017
Q1 | $404K | Sell |
4,604
-49
| -1% | -$4.3K | 0.14% | 52 |
|
|
2016
Q4 | $402K | Sell |
4,653
-647
| -12% | -$55.9K | 0.15% | 51 |
|
|
2016
Q3 | $353K | Buy |
5,300
+158
| +3% | +$10.5K | 0.14% | 56 |
|
|
2016
Q2 | $320K | Buy |
5,142
+14
| +0.3% | +$871 | 0.14% | 60 |
|
|
2016
Q1 | $304K | Sell |
5,128
-26
| -0.5% | -$1.54K | 0.13% | 61 |
|
|
2015
Q4 | $340K | Buy |
5,154
+53
| +1% | +$3.5K | 0.15% | 58 |
|
|
2015
Q3 | $311K | Buy |
5,101
+805
| +19% | +$49.1K | 0.16% | 57 |
|
|
2015
Q2 | $291K | Buy |
4,296
+6
| +0.1% | +$406 | 0.14% | 61 |
|
|
2015
Q1 | $260K | Sell |
4,290
-178
| -4% | -$10.8K | 0.13% | 68 |
|
|
2014
Q4 | $280K | Buy |
4,468
+734
| +20% | +$46K | 0.15% | 56 |
|
|
2014
Q3 | $225K | Buy |
3,734
+6
| +0.2% | +$362 | 0.13% | 71 |
|
|
2014
Q2 | $215K | Sell |
3,728
-411
| -10% | -$23.7K | 0.14% | 63 |
|
|
2014
Q1 | $251K | Sell |
4,139
-257
| -6% | -$15.6K | 0.17% | 59 |
|
|
2013
Q4 | $257K | Sell |
4,396
-315
| -7% | -$18.4K | 0.17% | 65 |
|
|
2013
Q3 | $243K | Sell |
4,711
-4,679
| -50% | -$241K | 0.18% | 63 |
|
|
2013
Q2 | $496K | Buy |
+9,390
| New | +$496K | 0.35% | 40 |
|