New Century Financial Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $521K | Buy |
1,796
+257
| +17% | +$74.5K | 0.61% | 49 |
|
|
2025
Q1 | $378K | Sell |
1,539
-4,751
| -76% | -$1.17M | 0.44% | 78 |
|
|
2024
Q4 | $1.53M | Sell |
6,290
-1,043
| -14% | -$254K | 0.65% | 34 |
|
|
2024
Q3 | $1.55M | Buy |
7,333
+1,771
| +32% | +$373K | 0.57% | 38 |
|
|
2024
Q2 | $1.12M | Sell |
5,562
-654
| -11% | -$132K | 0.48% | 49 |
|
|
2024
Q1 | $1.25M | Sell |
6,216
-483
| -7% | -$96.7K | 0.86% | 23 |
|
|
2023
Q4 | $1.14M | Buy |
+6,699
| New | +$1.14M | 0.98% | 18 |
|