NS
NBC Securities’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Sell |
40,355
-1,241
| -3% | -$360K | 0.95% | 9 |
|
|
2025
Q1 | $10.2M | Buy |
41,596
+41,555
| +101,354% | +$10.2M | 0.87% | 8 |
|
|
2024
Q4 | $9.98K | Sell |
41
-43,969
| -100% | -$10.7M | 0.91% | 9 |
|
|
2024
Q3 | $9.28M | Sell |
44,010
-392
| -0.9% | -$82.7K | 0.78% | 14 |
|
|
2024
Q2 | $8.98M | Buy |
44,402
+170
| +0.4% | +$34.4K | 0.82% | 11 |
|
|
2024
Q1 | $8.86M | Buy |
44,232
+917
| +2% | +$184K | 0.83% | 10 |
|
|
2023
Q4 | $7.37M | Buy |
43,315
+2,300
| +6% | +$391K | 0.74% | 13 |
|
|
2023
Q3 | $5.95M | Buy |
+41,015
| New | +$5.95M | 0.65% | 22 |
|