NatWest 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 | $9.17M | Sell |
31,617
-30,026
| -49% | -$8.7M | 2.71% | 19 |
|
2025
Q1 | $15.1M | Sell |
61,643
-14,681
| -19% | -$3.6M | 4.46% | 4 |
|
2024
Q4 | $18.3M | Sell |
76,324
-2,532
| -3% | -$607K | 5.41% | 4 |
|
2024
Q3 | $16.6M | Buy |
78,856
+6,296
| +9% | +$1.33M | 4.92% | 4 |
|
2024
Q2 | $14.7M | Buy |
72,560
+4,650
| +7% | +$941K | 5.02% | 4 |
|
2024
Q1 | $13.6M | Sell |
67,910
-5,161
| -7% | -$1.03M | 5.24% | 4 |
|
2023
Q4 | $12.4M | Buy |
73,071
+13,758
| +23% | +$2.34M | 5.2% | 5 |
|
2023
Q3 | $8.6M | Buy |
59,313
+2,788
| +5% | +$404K | 4.48% | 8 |
|
2023
Q2 | $8.22M | Sell |
56,525
-715
| -1% | -$104K | 4.27% | 7 |
|
2023
Q1 | $7.46M | Buy |
57,240
+27,855
| +95% | +$3.63M | 4.03% | 5 |
|
2022
Q4 | $3.94M | Sell |
29,385
-1,766
| -6% | -$237K | 2.24% | 20 |
|
2022
Q3 | $3.26M | Sell |
31,151
-7,259
| -19% | -$759K | 1.89% | 22 |
|
2022
Q2 | $4.33M | Buy |
38,410
+2,080
| +6% | +$234K | 2.45% | 21 |
|
2022
Q1 | $4.95M | Sell |
36,330
-578
| -2% | -$78.8K | 2.39% | 19 |
|
2021
Q4 | $5.84M | Buy |
36,908
+8,958
| +32% | +$1.42M | 3.01% | 15 |
|
2021
Q3 | $4.58M | Buy |
27,950
+6,980
| +33% | +$1.14M | 2.46% | 18 |
|
2021
Q2 | $3.26M | Sell |
20,970
-7,033
| -25% | -$1.09M | 1.69% | 22 |
|
2021
Q1 | $4.26M | Sell |
28,003
-10,338
| -27% | -$1.57M | 2.06% | 21 |
|
2020
Q4 | $4.87M | Sell |
38,341
-25,554
| -40% | -$3.25M | 1.79% | 23 |
|
2020
Q3 | $6.15M | Sell |
63,895
-1,168
| -2% | -$112K | 1.31% | 22 |
|
2020
Q2 | $6.12M | Sell |
65,063
-3,044
| -4% | -$286K | 1.65% | 18 |
|
2020
Q1 | $6.13M | Sell |
68,107
-1,352
| -2% | -$122K | 1.69% | 21 |
|
2019
Q4 | $9.68M | Buy |
69,459
+1,679
| +2% | +$234K | 2.08% | 18 |
|
2019
Q3 | $7.98M | Sell |
67,780
-1,241
| -2% | -$146K | 1.93% | 19 |
|
2019
Q2 | $7.72M | Buy |
69,021
+22,742
| +49% | +$2.54M | 1.41% | 20 |
|
2019
Q1 | $4.68M | Sell |
46,279
-359,401
| -89% | -$36.4M | 0.94% | 26 |
|
2018
Q4 | $39.6M | Buy |
405,680
+11,219
| +3% | +$1.1M | 8.55% | 1 |
|
2018
Q3 | $44.5M | Sell |
394,461
-3,883
| -1% | -$438K | 8.2% | 1 |
|
2018
Q2 | $41.5M | Sell |
398,344
-2,085
| -0.5% | -$217K | 8.54% | 1 |
|
2018
Q1 | $44M | Sell |
400,429
-3,064
| -0.8% | -$337K | 9.37% | 1 |
|
2017
Q4 | $43.1M | Buy |
403,493
+2,057
| +0.5% | +$220K | 9.7% | 1 |
|
2017
Q3 | $38.3M | Sell |
401,436
-85,871
| -18% | -$8.2M | 9.51% | 1 |
|
2017
Q2 | $44.5M | Buy |
487,307
+26,789
| +6% | +$2.45M | 10.31% | 1 |
|
2017
Q1 | $40.5M | Buy |
460,518
+13,303
| +3% | +$1.17M | 8.6% | 2 |
|
2016
Q4 | $38.6M | Buy |
447,215
+140,549
| +46% | +$12.1M | 10.16% | 1 |
|
2016
Q3 | $20.4M | Sell |
306,666
-174,416
| -36% | -$11.6M | 4.82% | 2 |
|
2016
Q2 | $29.9M | Sell |
481,082
-52,315
| -10% | -$3.25M | 7.56% | 2 |
|
2016
Q1 | $31.6M | Buy |
533,397
+3,010
| +0.6% | +$178K | 7.06% | 1 |
|
2015
Q4 | $35M | Sell |
530,387
-333,563
| -39% | -$22M | 7.04% | 1 |
|
2015
Q3 | $52.7M | Sell |
863,950
-11,836
| -1% | -$722K | 1.18% | 4 |
|
2015
Q2 | $59.3M | Buy |
875,786
+149,379
| +21% | +$10.1M | 0.75% | 4 |
|
2015
Q1 | $44M | Buy |
726,407
+81,728
| +13% | +$4.95M | 0.58% | 9 |
|
2014
Q4 | $40.3K | Sell |
644,679
-128,983
| -17% | -$8.07K | 0.34% | 9 |
|
2014
Q3 | $46.6K | Buy |
773,662
+16,651
| +2% | +$1K | 0.4% | 9 |
|
2014
Q2 | $43.6M | Buy |
757,011
+179,960
| +31% | +$10.4M | 1.83% | 7 |
|
2014
Q1 | $35M | Sell |
577,051
-248,168
| -30% | -$15.1M | 1.55% | 9 |
|
2013
Q4 | $48.3M | Buy |
825,219
+52,653
| +7% | +$3.08M | 1.23% | 12 |
|
2013
Q3 | $39.9M | Sell |
772,566
-1,020,618
| -57% | -$52.8M | 1.16% | 12 |
|
2013
Q2 | $94.7M | Buy |
+1,793,184
| New | +$94.7M | 1.34% | 6 |
|