Narwhal Capital Management’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 | $36.7M | Sell |
126,494
-4,091
| -3% | -$1.19M | 2.95% | 9 |
|
|
2025
Q1 | $32M | Buy |
130,585
+4,815
| +4% | +$1.18M | 2.85% | 8 |
|
|
2024
Q4 | $30.1M | Sell |
125,770
-7,848
| -6% | -$1.88M | 2.66% | 9 |
|
|
2024
Q3 | $28.2M | Buy |
133,618
+3,240
| +2% | +$683K | 2.53% | 10 |
|
|
2024
Q2 | $26.4M | Sell |
130,378
-7,598
| -6% | -$1.54M | 2.49% | 9 |
|
|
2024
Q1 | $27.6M | Buy |
137,976
+9,140
| +7% | +$1.83M | 2.71% | 9 |
|
|
2023
Q4 | $21.9M | Buy |
128,836
+4,063
| +3% | +$691K | 2.39% | 9 |
|
|
2023
Q3 | $18.1M | Sell |
124,773
-1,396
| -1% | -$202K | 2.21% | 10 |
|
|
2023
Q2 | $18.4M | Sell |
126,169
-5,070
| -4% | -$737K | 2.16% | 10 |
|
|
2023
Q1 | $17.1M | Sell |
131,239
-9,194
| -7% | -$1.2M | 2.14% | 9 |
|
|
2022
Q4 | $18.8M | Buy |
140,433
+2,152
| +2% | +$289K | 2.5% | 8 |
|
|
2022
Q3 | $14.5M | Sell |
138,281
-2,462
| -2% | -$257K | 2.09% | 9 |
|
|
2022
Q2 | $15.8M | Sell |
140,743
-902
| -0.6% | -$102K | 2.17% | 9 |
|
|
2022
Q1 | $19.3M | Buy |
141,645
+2,041
| +1% | +$278K | 2.26% | 9 |
|
|
2021
Q4 | $22.1M | Sell |
139,604
-692
| -0.5% | -$110K | 2.52% | 9 |
|
|
2021
Q3 | $23M | Buy |
140,296
+647
| +0.5% | +$106K | 2.9% | 7 |
|
|
2021
Q2 | $21.7M | Buy |
139,649
+692
| +0.5% | +$108K | 2.74% | 7 |
|
|
2021
Q1 | $21.2M | Sell |
138,957
-7,972
| -5% | -$1.21M | 2.86% | 7 |
|
|
2020
Q4 | $18.7M | Buy |
146,929
+6,302
| +4% | +$801K | 2.65% | 8 |
|
|
2020
Q3 | $13.5M | Buy |
140,627
+20,629
| +17% | +$1.99M | 2.18% | 8 |
|
|
2020
Q2 | $11.3M | Buy |
119,998
+20,316
| +20% | +$1.91M | 1.96% | 11 |
|
|
2020
Q1 | $8.97M | Buy |
99,682
+2,629
| +3% | +$237K | 1.93% | 13 |
|
|
2019
Q4 | $13.5M | Buy |
97,053
+201
| +0.2% | +$28K | 2.48% | 7 |
|
|
2019
Q3 | $11.4M | Sell |
96,852
-3,363
| -3% | -$396K | 2.29% | 7 |
|
|
2019
Q2 | $11.2M | Buy |
100,215
+2,272
| +2% | +$254K | 2.32% | 6 |
|
|
2019
Q1 | $9.92M | Buy |
97,943
+159
| +0.2% | +$16.1K | 2.16% | 6 |
|
|
2018
Q4 | $9.55M | Hold |
97,784
| – | – | 2.37% | 6 |
|
|
2018
Q3 | $11M | Buy |
97,784
+50
| +0.1% | +$5.64K | 2.43% | 6 |
|
|
2018
Q2 | $10.2M | Buy |
97,734
+500
| +0.5% | +$52.1K | 2.37% | 5 |
|
|
2018
Q1 | $10.7M | Sell |
97,234
-225
| -0.2% | -$24.7K | 2.48% | 5 |
|
|
2017
Q4 | $10.4M | Buy |
97,459
+4,285
| +5% | +$458K | 2.4% | 5 |
|
|
2017
Q3 | $8.9M | Sell |
93,174
-1,550
| -2% | -$148K | 2.21% | 5 |
|
|
2017
Q2 | $8.66M | Buy |
94,724
+2,249
| +2% | +$206K | 2.24% | 5 |
|
|
2017
Q1 | $8.12M | Sell |
92,475
-20
| -0% | -$1.76K | 2.26% | 5 |
|
|
2016
Q4 | $7.98M | Sell |
92,495
-200
| -0.2% | -$17.3K | 2.4% | 4 |
|
|
2016
Q3 | $6.17M | Buy |
92,695
+4,980
| +6% | +$332K | 1.93% | 7 |
|
|
2016
Q2 | $5.45M | Hold |
87,715
| – | – | 1.71% | 8 |
|
|
2016
Q1 | $5.19M | Buy |
87,715
+2,250
| +3% | +$133K | 1.7% | 8 |
|
|
2015
Q4 | $5.64M | Sell |
85,465
-600
| -0.7% | -$39.6K | 1.96% | 7 |
|
|
2015
Q3 | $5.25M | Hold |
86,065
| – | – | 1.96% | 6 |
|
|
2015
Q2 | $5.83M | Buy |
86,065
+1,565
| +2% | +$106K | 2.12% | 5 |
|
|
2015
Q1 | $5.12M | Buy |
84,500
+550
| +0.7% | +$33.3K | 1.87% | 6 |
|
|
2014
Q4 | $5.25M | Buy |
83,950
+276
| +0.3% | +$17.3K | 2.03% | 6 |
|
|
2014
Q3 | $5.04M | Hold |
83,674
| – | – | 2.02% | 5 |
|
|
2014
Q2 | $4.82M | Sell |
83,674
-100
| -0.1% | -$5.76K | 1.84% | 5 |
|
|
2014
Q1 | $5.09M | Sell |
83,774
-6,350
| -7% | -$386K | 2.11% | 4 |
|
|
2013
Q4 | $5.27M | Sell |
90,124
-325
| -0.4% | -$19K | 2.17% | 3 |
|
|
2013
Q3 | $4.68M | Sell |
90,449
-2,675
| -3% | -$138K | 2.24% | 3 |
|
|
2013
Q2 | $4.92M | Buy |
+93,124
| New | +$4.92M | 2.37% | 2 |
|