NCM
Neumann Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.34M | Sell |
11,530
-650
| -5% | -$188K | 1.05% | 25 |
|
|
2025
Q1 | $2.99M | Sell |
12,180
-340
| -3% | -$83.4K | 1.03% | 25 |
|
|
2024
Q4 | $3M | Sell |
12,520
-152
| -1% | -$36.4K | 1% | 25 |
|
|
2024
Q3 | $2.67M | Sell |
12,672
-1,000
| -7% | -$211K | 0.89% | 30 |
|
|
2024
Q2 | $2.77M | Hold |
13,672
| – | – | 0.95% | 27 |
|
|
2024
Q1 | $2.74M | Buy |
13,672
+800
| +6% | +$160K | 0.98% | 28 |
|
|
2023
Q4 | $2.19M | Sell |
12,872
-23
| -0.2% | -$3.91K | 0.87% | 32 |
|
|
2023
Q3 | $1.87M | Hold |
12,895
| – | – | 0.82% | 38 |
|
|
2023
Q2 | $1.88M | Sell |
12,895
-304
| -2% | -$44.2K | 0.78% | 35 |
|
|
2023
Q1 | $1.72M | Sell |
13,199
-500
| -4% | -$65.2K | 0.76% | 40 |
|
|
2022
Q4 | $1.84M | Sell |
13,699
-200
| -1% | -$26.8K | 0.86% | 37 |
|
|
2022
Q3 | $1.45M | Sell |
13,899
-286
| -2% | -$29.9K | 0.75% | 41 |
|
|
2022
Q2 | $1.6M | Hold |
14,185
| – | – | 0.81% | 37 |
|
|
2022
Q1 | $1.93M | Sell |
14,185
-200
| -1% | -$27.3K | 0.82% | 38 |
|
|
2021
Q4 | $2.28M | Sell |
14,385
-300
| -2% | -$47.5K | 0.93% | 32 |
|
|
2021
Q3 | $2.4M | Sell |
14,685
-400
| -3% | -$65.5K | 1.08% | 29 |
|
|
2021
Q2 | $2.35M | Sell |
15,085
-600
| -4% | -$93.3K | 1.05% | 31 |
|
|
2021
Q1 | $2.39M | Hold |
15,685
| – | – | 1.14% | 28 |
|
|
2020
Q4 | $1.99M | Hold |
15,685
| – | – | 1.01% | 30 |
|
|
2020
Q3 | $1.51M | Buy |
15,685
+45
| +0.3% | +$4.33K | 0.87% | 37 |
|
|
2020
Q2 | $1.47M | Hold |
15,640
| – | – | 0.9% | 36 |
|
|
2020
Q1 | $1.41M | Sell |
15,640
-550
| -3% | -$49.5K | 1.02% | 30 |
|
|
2019
Q4 | $2.26M | Sell |
16,190
-620
| -4% | -$86.4K | 1.31% | 24 |
|
|
2019
Q3 | $1.98M | Hold |
16,810
| – | – | 1.22% | 26 |
|
|
2019
Q2 | $1.88M | Buy |
16,810
+745
| +5% | +$83.3K | 1.17% | 28 |
|
|
2019
Q1 | $1.63M | Sell |
16,065
-1,024
| -6% | -$104K | 1.04% | 31 |
|
|
2018
Q4 | $1.67M | Sell |
17,089
-3,800
| -18% | -$371K | 1.26% | 28 |
|
|
2018
Q3 | $2.36M | Sell |
20,889
-960
| -4% | -$108K | 1.39% | 24 |
|
|
2018
Q2 | $2.28M | Sell |
21,849
-400
| -2% | -$41.7K | 1.43% | 23 |
|
|
2018
Q1 | $2.45M | Buy |
22,249
+888
| +4% | +$97.7K | 1.56% | 21 |
|
|
2017
Q4 | $2.28M | Hold |
21,361
| – | – | 1.4% | 26 |
|
|
2017
Q3 | $2.04M | Sell |
21,361
-450
| -2% | -$43K | 1.26% | 31 |
|
|
2017
Q2 | $1.99M | Buy |
21,811
+80
| +0.4% | +$7.31K | 1.28% | 27 |
|
|
2017
Q1 | $1.91M | Sell |
21,731
-5,000
| -19% | -$439K | 1.24% | 29 |
|
|
2016
Q4 | $2.31M | Sell |
26,731
-1,300
| -5% | -$112K | 1.49% | 24 |
|
|
2016
Q3 | $1.87M | Hold |
28,031
| – | – | 1.24% | 27 |
|
|
2016
Q2 | $1.74M | Sell |
28,031
-500
| -2% | -$31.1K | 1.16% | 28 |
|
|
2016
Q1 | $1.69M | Hold |
28,531
| – | – | 1.11% | 30 |
|
|
2015
Q4 | $1.88M | Hold |
28,531
| – | – | 1.31% | 25 |
|
|
2015
Q3 | $1.74M | Hold |
28,531
| – | – | 1.23% | 29 |
|
|
2015
Q2 | $1.93M | Hold |
28,531
| – | – | 1.23% | 25 |
|
|
2015
Q1 | $1.73M | Hold |
28,531
| – | – | 1.1% | 32 |
|
|
2014
Q4 | $1.79M | Buy |
+28,531
| New | +$1.79M | 1.16% | 29 |
|