Navellier & Associates’s JPMorgan Chase JPM Stock Holding History

Navellier & Associates’s Portfolio JPM Stock Details JPM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.48M	Hold	8,540	–	–	0.31%	91
2025 Q1	$2.16M	Sell	8,540 -1,000	-10%	-$253K	0.3%	91
2024 Q4	$2.29M	Buy	9,540 +900	+10%	+$216K	0.27%	89
2024 Q3	$1.82M	Sell	8,640 -1,000	-10%	-$211K	0.25%	95
2024 Q2	$1.95M	Sell	9,640 -100	-1%	-$20.2K	0.23%	100
2024 Q1	$1.95M	Hold	9,740	–	–	0.24%	103
2023 Q4	$1.66M	Buy	9,740 +980	+11%	+$167K	0.25%	107
2023 Q3	$1.27M	Buy	8,760 +7,060	+415%	+$1.02M	0.22%	118
2023 Q2	$247K	Buy	+1,700	New	+$247K	0.05%	234
2023 Q1	–	Sell	-1,600	Closed	-$215K	–	288
2022 Q4	$215K	Buy	+1,600	New	+$215K	0.04%	243
2022 Q2	–	Sell	-1,700	Closed	-$232K	–	310
2022 Q1	$232K	Sell	1,700 -100	-6%	-$13.6K	0.04%	271
2021 Q4	$285K	Sell	1,800 -100	-5%	-$15.8K	0.04%	267
2021 Q3	$311K	Hold	1,900	–	–	0.05%	254
2021 Q2	$296K	Buy	1,900 +50	+3%	+$7.79K	0.04%	249
2021 Q1	$282K	Sell	1,850 -90	-5%	-$13.7K	0.05%	243
2020 Q4	$247K	Buy	+1,940	New	+$247K	0.04%	247
2020 Q1	–	Sell	-1,781	Closed	-$248K	–	271
2019 Q4	$248K	Buy	+1,781	New	+$248K	0.04%	255
2019 Q3	–	Sell	-2,181	Closed	-$244K	–	288
2019 Q2	$244K	Buy	2,181 +100	+5%	+$11.2K	0.04%	235
2019 Q1	$211K	Buy	+2,081	New	+$211K	0.03%	216
2018 Q4	–	Sell	-2,135	Closed	-$241K	–	272
2018 Q3	$241K	Sell	2,135 -205	-9%	-$23.1K	0.03%	254
2018 Q2	$244K	Sell	2,340 -60	-3%	-$6.26K	0.03%	263
2018 Q1	$264K	Sell	2,400 -1,690	-41%	-$186K	0.04%	245
2017 Q4	$437K	Sell	4,090 -6,776	-62%	-$724K	0.08%	189
2017 Q3	$1.04M	Sell	10,866 -3,787	-26%	-$362K	0.2%	97
2017 Q2	$1.34M	Buy	14,653 +9,853	+205%	+$900K	0.2%	123
2017 Q1	$422K	Sell	4,800 -11,300	-70%	-$993K	0.06%	211
2016 Q4	$1.39M	Sell	16,100 -1,000	-6%	-$86.3K	0.23%	118
2016 Q3	$1.14M	Sell	17,100 -344	-2%	-$22.9K	0.16%	122
2016 Q2	$1.08M	Buy	17,444 +533	+3%	+$33.1K	0.16%	93
2016 Q1	$1M	Buy	16,911 +11,291	+201%	+$668K	0.13%	87
2015 Q4	$371K	Buy	+5,620	New	+$371K	0.04%	148