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New Century Financial Group’s JPMorgan Chase JPM Stock Holding History

New Century Financial Group’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
Q4 		– Sell
-800
Closed -$252K – 34
2025
Q3 		$252K Sell
800
-996
-55% -$296K 0.45% 53
2025
Q2 		$521K Buy
1,796
+257
+17% +$65.6K 0.61% 49
2025
Q1 		$378K Sell
1,539
-4,751
-76% -$1.21M 0.44% 78
2024
Q4 		$1.53M Sell
6,290
-1,043
-14% -$243K 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% -$128K 0.48% 49
2024
Q1 		$1.25M Sell
6,216
-483
-7% -$87.2K 0.86% 23
2023
Q4 		$1.14M Buy
+6,699
New +$1.02M 0.98% 18

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

New Century Financial Group's JPM Position: Q4 2025 in Review

New Century Financial Group sold out of JPMorgan Chase (JPM) in Q4 2025, closing a stake of 800 shares — an estimated $252K sold.

New Century Financial Group first reported a position in JPM in Q4 2023 and held it in 8 quarters. The position peaked at $1.55M in Q3 2024. 5,137 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • New Century Financial Group reported no remaining JPMorgan Chase position as of Q4 2025 after selling out during the quarter.
  • New Century Financial Group sold 800 JPMorgan Chase shares in Q4 2025, an estimated $252K.
  • New Century Financial Group first reported a position in JPMorgan Chase in Q4 2023 and held it in 8 quarters.
  • New Century Financial Group's JPMorgan Chase position peaked at $1.55M in Q3 2024.
  • 5,137 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on New Century Financial Group's 13F filing for Q4 2025.