NBW Capital’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 | $11.6M | Buy |
39,883
+220
| +0.6% | +$63.8K | 2.49% | 11 |
|
|
2025
Q1 | $9.73M | Sell |
39,663
-13,111
| -25% | -$3.22M | 2.16% | 13 |
|
|
2024
Q4 | $12.7M | Sell |
52,774
-484
| -0.9% | -$116K | 2.34% | 9 |
|
|
2024
Q3 | $11.2M | Buy |
53,258
+1,194
| +2% | +$252K | 2.12% | 9 |
|
|
2024
Q2 | $10.5M | Sell |
52,064
-251
| -0.5% | -$50.8K | 2.08% | 11 |
|
|
2024
Q1 | $10.5M | Buy |
52,315
+1,351
| +3% | +$271K | 2.14% | 10 |
|
|
2023
Q4 | $8.67M | Sell |
50,964
-689
| -1% | -$117K | 1.9% | 14 |
|
|
2023
Q3 | $7.49M | Sell |
51,653
-203
| -0.4% | -$29.4K | 1.83% | 15 |
|
|
2023
Q2 | $7.54M | Buy |
51,856
+49,224
| +1,870% | +$7.16M | 1.76% | 12 |
|
|
2023
Q1 | $343K | Buy |
2,632
+9
| +0.3% | +$1.17K | 0.08% | 79 |
|
|
2022
Q4 | $352K | Buy |
2,623
+20
| +0.8% | +$2.68K | 0.09% | 78 |
|
|
2022
Q3 | $272K | Buy |
+2,603
| New | +$272K | 0.07% | 81 |
|
|
2013
Q4 | – | Sell |
-4,019
| Closed | -$208K | – | 104 |
|
|
2013
Q3 | $208K | Sell |
4,019
-7,000
| -64% | -$362K | 0.04% | 97 |
|
|
2013
Q2 | $582K | Buy |
+11,019
| New | +$582K | 0.11% | 78 |
|