NCTC
New Covenant Trust Company’s JPMorgan Chase JPM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.71M | Sell |
5,949
-56
| -0.9% | -$16.1K | 1.53% | 15 |
|
2025
Q1 | $1.46M | Sell |
6,005
-246
| -4% | -$59.7K | 1.54% | 15 |
|
2024
Q4 | $1.5M | Sell |
6,251
-72
| -1% | -$17.2K | 1.49% | 16 |
|
2024
Q3 | $1.33M | Buy |
6,323
+529
| +9% | +$111K | 1.29% | 18 |
|
2024
Q2 | $1.22M | Sell |
5,794
-225
| -4% | -$47.2K | 1.4% | 16 |
|
2024
Q1 | $1.21M | Buy |
+6,019
| New | +$1.21M | 1.21% | 16 |
|