New England Capital Financial Advisors’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 | $58.3K | Buy |
201
+20
| +11% | +$5.8K | 0.03% | 111 |
|
|
2025
Q1 | $44.3K | Hold |
181
| – | – | 0.02% | 118 |
|
|
2024
Q4 | $43.3K | Buy |
181
+1
| +0.6% | +$239 | 0.02% | 121 |
|
|
2024
Q3 | $38K | Buy |
180
+50
| +38% | +$10.6K | 0.02% | 130 |
|
|
2024
Q2 | $26.3K | Hold |
130
| – | – | 0.01% | 150 |
|
|
2024
Q1 | $26K | Hold |
130
| – | – | 0.01% | 152 |
|
|
2023
Q4 | $22.1K | Buy |
130
+1
| +0.8% | +$170 | 0.01% | 161 |
|
|
2023
Q3 | $18.8K | Hold |
129
| – | – | 0.01% | 169 |
|
|
2023
Q2 | $18.8K | Hold |
129
| – | – | 0.01% | 170 |
|
|
2023
Q1 | $16.8K | Hold |
129
| – | – | 0.01% | 195 |
|
|
2022
Q4 | $17.4K | Buy |
+129
| New | +$17.4K | 0.01% | 196 |
|