Navellier & Associates’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.42M | Sell |
8,240
-197
| -2% | -$59.8K | 0.25% | 97 |
|
|
2025
Q4 | $2.72M | Sell |
8,437
-1,103
| -12% | -$341K | 0.3% | 82 |
|
|
2025
Q3 | $3.01M | Buy |
9,540
+1,000
| +12% | +$297K | 0.31% | 85 |
|
|
2025
Q2 | $2.48M | Hold |
8,540
| – | – | 0.31% | 91 |
|
|
2025
Q1 | $2.16M | Sell |
8,540
-1,000
| -10% | -$255K | 0.3% | 91 |
|
|
2024
Q4 | $2.29M | Buy |
9,540
+900
| +10% | +$210K | 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% | -$19.6K | 0.23% | 100 |
|
|
2024
Q1 | $1.95M | Hold |
9,740
| – | – | 0.24% | 103 |
|
|
2023
Q4 | $1.66M | Buy |
9,740
+980
| +11% | +$149K | 0.25% | 107 |
|
|
2023
Q3 | $1.27M | Buy |
8,760
+7,060
| +415% | +$1.06M | 0.22% | 118 |
|
|
2023
Q2 | $247K | Buy |
+1,700
| New | +$234K | 0.05% | 234 |
|
|
2023
Q1 | – | Sell |
-1,600
| Closed | -$215K | – | 288 |
|
|
2022
Q4 | $215K | Buy |
+1,600
| New | +$203K | 0.04% | 243 |
|
|
2022
Q2 | – | Sell |
-1,700
| Closed | -$232K | – | 310 |
|
|
2022
Q1 | $232K | Sell |
1,700
-100
| -6% | -$14.8K | 0.04% | 271 |
|
|
2021
Q4 | $285K | Sell |
1,800
-100
| -5% | -$16.4K | 0.04% | 267 |
|
|
2021
Q3 | $311K | Hold |
1,900
| – | – | 0.05% | 254 |
|
|
2021
Q2 | $296K | Buy |
1,900
+50
| +3% | +$7.85K | 0.04% | 249 |
|
|
2021
Q1 | $282K | Sell |
1,850
-90
| -5% | -$12.9K | 0.05% | 243 |
|
|
2020
Q4 | $247K | Buy |
+1,940
| New | +$217K | 0.04% | 247 |
|
|
2020
Q1 | – | Sell |
-1,781
| Closed | -$248K | – | 271 |
|
|
2019
Q4 | $248K | Buy |
+1,781
| New | +$228K | 0.04% | 255 |
|
|
2019
Q3 | – | Sell |
-2,181
| Closed | -$244K | – | 288 |
|
|
2019
Q2 | $244K | Buy |
2,181
+100
| +5% | +$11K | 0.04% | 235 |
|
|
2019
Q1 | $211K | Buy |
+2,081
| New | +$214K | 0.03% | 216 |
|
|
2018
Q4 | – | Sell |
-2,135
| Closed | -$241K | – | 272 |
|
|
2018
Q3 | $241K | Sell |
2,135
-205
| -9% | -$23.3K | 0.03% | 254 |
|
|
2018
Q2 | $244K | Sell |
2,340
-60
| -3% | -$6.58K | 0.03% | 263 |
|
|
2018
Q1 | $264K | Sell |
2,400
-1,690
| -41% | -$191K | 0.04% | 245 |
|
|
2017
Q4 | $437K | Sell |
4,090
-6,776
| -62% | -$686K | 0.08% | 189 |
|
|
2017
Q3 | $1.04M | Sell |
10,866
-3,787
| -26% | -$349K | 0.2% | 97 |
|
|
2017
Q2 | $1.34M | Buy |
14,653
+9,853
| +205% | +$850K | 0.2% | 123 |
|
|
2017
Q1 | $422K | Sell |
4,800
-11,300
| -70% | -$997K | 0.06% | 211 |
|
|
2016
Q4 | $1.39M | Sell |
16,100
-1,000
| -6% | -$76.3K | 0.23% | 118 |
|
|
2016
Q3 | $1.14M | Sell |
17,100
-344
| -2% | -$22.4K | 0.16% | 122 |
|
|
2016
Q2 | $1.08M | Buy |
17,444
+533
| +3% | +$33.3K | 0.16% | 93 |
|
|
2016
Q1 | $1M | Buy |
16,911
+11,291
| +201% | +$659K | 0.13% | 87 |
|
|
2015
Q4 | $371K | Buy |
+5,620
| New | +$366K | 0.04% | 148 |
|
Other funds holding JPM
VCM
VPM
