New England Capital Financial Advisors’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
Q3 | $63.5K | Hold |
|
|||||
|
2025
Q2 | $58.3K | Buy |
|
|||||
|
2025
Q1 | $44.3K | Hold |
|
|||||
|
2024
Q4 | $43.3K | Buy |
|
|||||
|
2024
Q3 | $38K | Buy |
|
|||||
|
2024
Q2 | $26.3K | Hold |
|
|||||
|
2024
Q1 | $26K | Hold |
|
|||||
|
2023
Q4 | $22.1K | Buy |
|
|||||
|
2023
Q3 | $18.8K | Hold |
|
|||||
|
2023
Q2 | $18.8K | Hold |
|
|||||
|
2023
Q1 | $16.8K | Hold |
|
|||||
|
2022
Q4 | $17.4K | Buy |
|