Navalign LLC’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 | $2.63M | Sell |
9,086
-475
| -5% | -$138K | 0.73% | 24 |
|
|
2025
Q1 | $2.35M | Sell |
9,561
-273
| -3% | -$67K | 0.67% | 24 |
|
|
2024
Q4 | $2.36M | Buy |
9,834
+308
| +3% | +$73.8K | 0.69% | 25 |
|
|
2024
Q3 | $2.01M | Sell |
9,526
-53
| -0.6% | -$11.2K | 0.59% | 27 |
|
|
2024
Q2 | $1.94M | Buy |
9,579
+183
| +2% | +$37K | 0.61% | 28 |
|
|
2024
Q1 | $1.88M | Sell |
9,396
-162
| -2% | -$32.5K | 0.62% | 26 |
|
|
2023
Q4 | $1.63M | Sell |
9,558
-484
| -5% | -$82.3K | 0.57% | 29 |
|
|
2023
Q3 | $1.46M | Buy |
10,042
+1,273
| +15% | +$185K | 0.55% | 30 |
|
|
2023
Q2 | $1.28M | Sell |
8,769
-124
| -1% | -$18K | 0.51% | 35 |
|
|
2023
Q1 | $1.16M | Buy |
8,893
+6
| +0.1% | +$782 | 0.48% | 36 |
|
|
2022
Q4 | $1.19M | Buy |
8,887
+61
| +0.7% | +$8.18K | 0.49% | 40 |
|
|
2022
Q3 | $922K | Buy |
8,826
+354
| +4% | +$37K | 0.42% | 45 |
|
|
2022
Q2 | $954K | Buy |
8,472
+2
| +0% | +$225 | 0.42% | 46 |
|
|
2022
Q1 | $1.03M | Buy |
8,470
+278
| +3% | +$33.7K | 0.43% | 45 |
|
|
2021
Q4 | $1.3M | Sell |
8,192
-173
| -2% | -$27.4K | 0.52% | 36 |
|
|
2021
Q3 | $1.37M | Buy |
8,365
+112
| +1% | +$18.3K | 0.58% | 33 |
|
|
2021
Q2 | $1.28M | Buy |
8,253
+169
| +2% | +$26.3K | 0.54% | 39 |
|
|
2021
Q1 | $1.23M | Buy |
+8,084
| New | +$1.23M | 0.54% | 34 |
|