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