NFG
Nations Financial Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Sell |
54,357
-4,363
| -7% | -$1.26M | 1.08% | 13 |
|
|
2025
Q1 | $14.4M | Sell |
58,720
-4,941
| -8% | -$1.21M | 1.1% | 10 |
|
|
2024
Q4 | $15.3M | Buy |
63,661
+1,699
| +3% | +$407K | 1.12% | 11 |
|
|
2024
Q3 | $13.1M | Buy |
61,962
+3,148
| +5% | +$664K | 0.95% | 16 |
|
|
2024
Q2 | $11.9M | Buy |
58,814
+2,144
| +4% | +$434K | 0.97% | 19 |
|
|
2024
Q1 | $11.4M | Buy |
56,670
+6,542
| +13% | +$1.31M | 0.96% | 17 |
|
|
2023
Q4 | $8.53M | Sell |
50,128
-3,028
| -6% | -$515K | 0.79% | 21 |
|
|
2023
Q3 | $7.71M | Buy |
53,156
+1,819
| +4% | +$264K | 0.78% | 22 |
|
|
2023
Q2 | $7.47M | Sell |
51,337
-316
| -0.6% | -$46K | 0.73% | 24 |
|
|
2023
Q1 | $6.73M | Sell |
51,653
-2,733
| -5% | -$356K | 0.71% | 23 |
|
|
2022
Q4 | $7.29M | Buy |
54,386
+34,262
| +170% | +$4.59M | 0.82% | 18 |
|
|
2022
Q3 | $2.1M | Buy |
20,124
+1,368
| +7% | +$143K | 0.3% | 78 |
|
|
2022
Q2 | $2.11M | Sell |
18,756
-93
| -0.5% | -$10.5K | 0.28% | 90 |
|
|
2022
Q1 | $2.57M | Buy |
18,849
+9,421
| +100% | +$1.28M | 0.31% | 77 |
|
|
2021
Q4 | $1.49M | Buy |
9,428
+1,062
| +13% | +$168K | 0.2% | 123 |
|
|
2021
Q3 | $1.37M | Buy |
8,366
+1,131
| +16% | +$185K | 0.21% | 124 |
|
|
2021
Q2 | $1.13M | Buy |
7,235
+2,059
| +40% | +$320K | 0.19% | 145 |
|
|
2021
Q1 | $788K | Sell |
5,176
-68
| -1% | -$10.4K | 0.18% | 155 |
|
|
2020
Q4 | $666K | Buy |
5,244
+76
| +1% | +$9.65K | 0.18% | 154 |
|
|
2020
Q3 | $498K | Buy |
5,168
+1,240
| +32% | +$119K | 0.15% | 173 |
|
|
2020
Q2 | $370K | Sell |
3,928
-292
| -7% | -$27.5K | 0.13% | 192 |
|
|
2020
Q1 | $380K | Sell |
4,220
-1,631
| -28% | -$147K | 0.16% | 165 |
|
|
2019
Q4 | $816K | Buy |
5,851
+1,425
| +32% | +$199K | 0.28% | 111 |
|
|
2019
Q3 | $553K | Buy |
4,426
+915
| +26% | +$114K | 0.2% | 152 |
|
|
2019
Q2 | $393K | Buy |
3,511
+1,084
| +45% | +$121K | 0.26% | 108 |
|
|
2019
Q1 | $246K | Buy |
2,427
+86
| +4% | +$8.72K | 0.17% | 148 |
|
|
2018
Q4 | $229K | Buy |
2,341
+115
| +5% | +$11.2K | 0.18% | 135 |
|
|
2018
Q3 | $251K | Buy |
2,226
+107
| +5% | +$12.1K | 0.18% | 145 |
|
|
2018
Q2 | $221K | Buy |
2,119
+213
| +11% | +$22.2K | 0.18% | 144 |
|
|
2018
Q1 | $210K | Buy |
+1,906
| New | +$210K | 0.19% | 142 |
|
|
2017
Q3 | – | Sell |
-2,698
| Closed | -$247K | – | 154 |
|
|
2017
Q2 | $247K | Buy |
2,698
+409
| +18% | +$37.4K | 0.2% | 144 |
|
|
2017
Q1 | $201K | Buy |
+2,289
| New | +$201K | 0.2% | 144 |
|