NAAA
New Age Alpha Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.6M | Buy |
77,935
+19,264
| +33% | +$5.58M | 0.99% | 9 |
|
|
2025
Q1 | $14.4M | Sell |
58,671
-45,789
| -44% | -$11.2M | 0.64% | 14 |
|
|
2024
Q4 | $25M | Buy |
104,460
+104,332
| +81,509% | +$25M | 1.01% | 8 |
|
|
2024
Q3 | $27K | Buy |
128
+76
| +146% | +$16K | 0.02% | 47 |
|
|
2024
Q2 | $10.5K | Buy |
+52
| New | +$10.5K | 0.01% | 46 |
|