Neumann Capital Management’s JPMorgan Chase JPM Stock Holding History

Neumann Capital Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.26M	Sell
2025 Q2	$3.34M	Sell
2025 Q1	$2.99M	Sell
2024 Q4	$3M	Sell
2024 Q3	$2.67M	Sell
2024 Q2	$2.77M	Hold
2024 Q1	$2.74M	Buy
2023 Q4	$2.19M	Sell
2023 Q3	$1.87M	Hold
2023 Q2	$1.88M	Sell
2023 Q1	$1.72M	Sell
2022 Q4	$1.84M	Sell
2022 Q3	$1.45M	Sell
2022 Q2	$1.6M	Hold
2022 Q1	$1.93M	Sell
2021 Q4	$2.28M	Sell
2021 Q3	$2.4M	Sell
2021 Q2	$2.35M	Sell
2021 Q1	$2.39M	Hold
2020 Q4	$1.99M	Hold
2020 Q3	$1.51M	Buy
2020 Q2	$1.47M	Hold
2020 Q1	$1.41M	Sell
2019 Q4	$2.26M	Sell
2019 Q3	$1.98M	Hold
2019 Q2	$1.88M	Buy
2019 Q1	$1.63M	Sell
2018 Q4	$1.67M	Sell
2018 Q3	$2.36M	Sell
2018 Q2	$2.28M	Sell
2018 Q1	$2.45M	Buy
2017 Q4	$2.28M	Hold
2017 Q3	$2.04M	Sell
2017 Q2	$1.99M	Buy
2017 Q1	$1.91M	Sell
2016 Q4	$2.31M	Sell
2016 Q3	$1.87M	Hold
2016 Q2	$1.74M	Sell
2016 Q1	$1.69M	Hold
2015 Q4	$1.88M	Hold
2015 Q3	$1.74M	Hold
2015 Q2	$1.93M	Hold
2015 Q1	$1.73M	Hold
2014 Q4	$1.79M	Buy