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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$252K Sell
2025
Q2
$521K Buy
2025
Q1
$378K Sell
2024
Q4
$1.53M Sell
2024
Q3
$1.55M Buy
2024
Q2
$1.12M Sell
2024
Q1
$1.25M Sell
2023
Q4
$1.14M Buy