NCM
Nelson Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Sell |
41,748
-90
| -0.2% | -$26.1K | 1.6% | 12 |
|
|
2025
Q1 | $10.3M | Sell |
41,838
-147
| -0.4% | -$36.1K | 1.77% | 14 |
|
|
2024
Q4 | $10.1M | Sell |
41,985
-1,981
| -5% | -$475K | 1.66% | 13 |
|
|
2024
Q3 | $9.27M | Sell |
43,966
-424
| -1% | -$89.4K | 1.56% | 14 |
|
|
2024
Q2 | $8.98M | Sell |
44,390
-248
| -0.6% | -$50.2K | 1.59% | 15 |
|
|
2024
Q1 | $8.94M | Sell |
44,638
-614
| -1% | -$123K | 1.71% | 12 |
|
|
2023
Q4 | $7.7M | Sell |
45,252
-2,051
| -4% | -$349K | 1.72% | 14 |
|
|
2023
Q3 | $6.86M | Buy |
47,303
+10,034
| +27% | +$1.46M | 1.68% | 12 |
|
|
2023
Q2 | $5.42M | Sell |
37,269
-1,214
| -3% | -$177K | 1.4% | 22 |
|
|
2023
Q1 | $5.01M | Sell |
38,483
-2,221
| -5% | -$289K | 1.42% | 26 |
|
|
2022
Q4 | $5.46M | Sell |
40,704
-4,347
| -10% | -$583K | 1.6% | 23 |
|
|
2022
Q3 | $4.71M | Sell |
45,051
-669
| -1% | -$69.9K | 1.38% | 26 |
|
|
2022
Q2 | $5.15M | Sell |
45,720
-2,251
| -5% | -$254K | 1.42% | 28 |
|
|
2022
Q1 | $6.54M | Sell |
47,971
-508
| -1% | -$69.2K | 1.28% | 26 |
|
|
2021
Q4 | $7.68M | Buy |
48,479
+95
| +0.2% | +$15K | 1.42% | 22 |
|
|
2021
Q3 | $7.92M | Sell |
48,384
-155
| -0.3% | -$25.4K | 1.58% | 17 |
|
|
2021
Q2 | $7.55M | Buy |
48,539
+237
| +0.5% | +$36.9K | 1.53% | 21 |
|
|
2021
Q1 | $7.35M | Sell |
48,302
-4,413
| -8% | -$672K | 1.57% | 19 |
|
|
2020
Q4 | $6.7M | Sell |
52,715
-14,325
| -21% | -$1.82M | 1.44% | 24 |
|
|
2020
Q3 | $6.45M | Sell |
67,040
-2,421
| -3% | -$233K | 1.13% | 34 |
|
|
2020
Q2 | $6.53M | Sell |
69,461
-633
| -0.9% | -$59.5K | 1.42% | 30 |
|
|
2020
Q1 | $6.31M | Buy |
70,094
+318
| +0.5% | +$28.6K | 1.69% | 22 |
|
|
2019
Q4 | $9.73M | Buy |
69,776
+1,188
| +2% | +$166K | 2.04% | 14 |
|
|
2019
Q3 | $8.07M | Buy |
68,588
+612
| +0.9% | +$72K | 1.91% | 15 |
|
|
2019
Q2 | $7.6M | Sell |
67,976
-653
| -1% | -$73K | 1.8% | 20 |
|
|
2019
Q1 | $6.95M | Sell |
68,629
-519
| -0.8% | -$52.5K | 1.73% | 23 |
|
|
2018
Q4 | $6.75M | Sell |
69,148
-1,218
| -2% | -$119K | 1.88% | 17 |
|
|
2018
Q3 | $7.94M | Buy |
70,366
+1,875
| +3% | +$212K | 1.83% | 17 |
|
|
2018
Q2 | $7.14M | Buy |
68,491
+1,920
| +3% | +$200K | 1.83% | 16 |
|
|
2018
Q1 | $7.32M | Sell |
66,571
-250
| -0.4% | -$27.5K | 1.9% | 16 |
|
|
2017
Q4 | $7.15M | Sell |
66,821
-575
| -0.9% | -$61.5K | 2.23% | 14 |
|
|
2017
Q3 | $6.44M | Buy |
67,396
+470
| +0.7% | +$44.9K | 2.12% | 15 |
|
|
2017
Q2 | $6.12M | Sell |
66,926
-1,350
| -2% | -$123K | 2.07% | 17 |
|
|
2017
Q1 | $6M | Buy |
68,276
+580
| +0.9% | +$50.9K | 2.02% | 19 |
|
|
2016
Q4 | $5.84M | Sell |
67,696
-2,022
| -3% | -$174K | 2.04% | 17 |
|
|
2016
Q3 | $4.64M | Buy |
69,718
+2,222
| +3% | +$148K | 1.65% | 33 |
|
|
2016
Q2 | $4.19M | Buy |
67,496
+11
| +0% | +$684 | 1.58% | 35 |
|
|
2016
Q1 | $4M | Buy |
67,485
+330
| +0.5% | +$19.5K | 1.51% | 35 |
|
|
2015
Q4 | $4.43M | Buy |
67,155
+760
| +1% | +$50.2K | 1.7% | 31 |
|
|
2015
Q3 | $4.05M | Buy |
66,395
+1,692
| +3% | +$103K | 1.55% | 35 |
|
|
2015
Q2 | $4.38M | Buy |
64,703
+1,424
| +2% | +$96.5K | 1.59% | 34 |
|
|
2015
Q1 | $3.83M | Buy |
63,279
+593
| +0.9% | +$35.9K | 1.38% | 38 |
|
|
2014
Q4 | $3.92M | Buy |
62,686
+1,567
| +3% | +$98.1K | 1.45% | 34 |
|
|
2014
Q3 | $3.68M | Buy |
61,119
+2,100
| +4% | +$127K | 1.39% | 34 |
|
|
2014
Q2 | $3.4M | Buy |
59,019
+2,854
| +5% | +$164K | 1.36% | 35 |
|
|
2014
Q1 | $3.41M | Buy |
56,165
+2,315
| +4% | +$141K | 1.5% | 32 |
|
|
2013
Q4 | $3.15M | Buy |
53,850
+53,745
| +51,186% | +$3.14M | 1.4% | 36 |
|
|
2013
Q3 | $5K | Hold |
105
| – | – | ﹤0.01% | 202 |
|
|
2013
Q2 | $6K | Buy |
+105
| New | +$6K | ﹤0.01% | 198 |
|