New Century Advisors’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$1.08M Buy
10,310
+2,000
+24% +$230K 1.31% 22
2022
Q2
$936K Hold
8,310
1.06% 24
2022
Q1
$1.13M Sell
8,310
-10,815
-57% -$1.6M 0.96% 30
2021
Q4
$3.03M Buy
+19,125
New +$3.14M 2.87% 8

Other funds holding JPM

New Century Advisors's JPM Position: Q3 2022 in Review

New Century Advisors increased its JPMorgan Chase (JPM) stake by 24% in Q3 2022, buying an estimated $230K and bringing the position to 10,310 shares worth $1.08M. The position accounts for 1.31% of the portfolio, ranked #22.

New Century Advisors first reported a position in JPM in Q4 2021 and has held it in 4 quarters since. The position peaked at $3.03M in Q4 2021. 3,390 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

  • New Century Advisors held 10,310 shares of JPMorgan Chase worth $1.08M as of Q3 2022.
  • New Century Advisors bought 2,000 JPMorgan Chase shares in Q3 2022, an estimated $230K.
  • JPMorgan Chase made up 1.31% of New Century Advisors's portfolio in Q3 2022, its #22 holding.
  • New Century Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 4 quarters since.
  • New Century Advisors's JPMorgan Chase position peaked at $3.03M in Q4 2021.
  • 3,390 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on New Century Advisors's 13F filing for Q3 2022, filed 13 Oct 2022.