Narus Financial Partners’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 | $1.18M | Buy |
4,063
+6
| +0.1% | +$1.74K | 0.37% | 44 |
|
|
2025
Q1 | $995K | Buy |
4,057
+85
| +2% | +$20.9K | 0.34% | 50 |
|
|
2024
Q4 | $952K | Sell |
3,972
-210
| -5% | -$50.3K | 0.32% | 55 |
|
|
2024
Q3 | $882K | Sell |
4,182
-1,046
| -20% | -$221K | 0.32% | 59 |
|
|
2024
Q2 | $1.06M | Sell |
5,228
-74
| -1% | -$15K | 0.43% | 51 |
|
|
2024
Q1 | $1.06M | Buy |
5,302
+20
| +0.4% | +$4.01K | 0.45% | 50 |
|
|
2023
Q4 | $898K | Buy |
5,282
+125
| +2% | +$21.3K | 0.43% | 50 |
|
|
2023
Q3 | $748K | Buy |
5,157
+35
| +0.7% | +$5.08K | 0.38% | 48 |
|
|
2023
Q2 | $745K | Sell |
5,122
-1,010
| -16% | -$147K | 0.39% | 50 |
|
|
2023
Q1 | $799K | Sell |
6,132
-65
| -1% | -$8.47K | 0.43% | 42 |
|
|
2022
Q4 | $831K | Buy |
6,197
+225
| +4% | +$30.2K | 0.48% | 39 |
|
|
2022
Q3 | $624K | Buy |
5,972
+200
| +3% | +$20.9K | 0.39% | 46 |
|
|
2022
Q2 | $650K | Buy |
5,772
+1,070
| +23% | +$120K | 0.41% | 45 |
|
|
2022
Q1 | $641K | Buy |
+4,702
| New | +$641K | 0.36% | 48 |
|
|
2021
Q1 | $875K | Buy |
+5,747
| New | +$875K | 0.52% | 24 |
|
|
2019
Q4 | $631K | Sell |
4,527
-523
| -10% | -$72.9K | 0.44% | 23 |
|
|
2019
Q3 | $594K | Sell |
5,050
-106
| -2% | -$12.5K | 0.44% | 22 |
|
|
2019
Q2 | $576K | Buy |
+5,156
| New | +$576K | 0.45% | 21 |
|
|
2017
Q3 | $568K | Hold |
5,951
| – | – | 0.5% | 29 |
|
|
2017
Q2 | $544K | Sell |
5,951
-200
| -3% | -$18.3K | 0.5% | 27 |
|
|
2017
Q1 | $540K | Hold |
6,151
| – | – | 0.52% | 27 |
|
|
2016
Q4 | $531K | Buy |
+6,151
| New | +$531K | 0.56% | 26 |
|