New England Professional Planning 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
Q3 | $450K | Hold |
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|
2025
Q2 | $414K | Hold |
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|
2025
Q1 | $350K | Sell |
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|
2024
Q4 | $367K | Buy |
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|
2024
Q3 | $304K | Hold |
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|
2024
Q2 | $291K | Sell |
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|
2024
Q1 | $289K | Sell |
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|
2023
Q4 | $247K | Sell |
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|
2023
Q3 | $217K | Hold |
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|
2023
Q2 | $218K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $201K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $227K | Sell |
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|
2021
Q4 | $299K | Sell |
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|
2021
Q3 | $334K | Hold |
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|
2021
Q2 | $317K | Sell |
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|
2021
Q1 | $336K | Buy |
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|
2020
Q4 | $245K | Sell |
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|
2020
Q3 | $207K | Sell |
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|
2020
Q2 | $284K | Sell |
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|
2020
Q1 | $301K | Buy |
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|
2019
Q4 | $432K | Buy |
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|
2018
Q3 | $366K | Buy |
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|
2018
Q2 | $266K | Sell |
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|
2018
Q1 | $287K | Sell |
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|
2017
Q4 | $436K | Buy |
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|
2016
Q2 | $236K | Hold |
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|
2016
Q1 | $221K | Sell |
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|
2015
Q4 | $274K | Buy |
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|
2015
Q3 | $240K | Sell |
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|
2015
Q2 | $254K | Hold |
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|
2015
Q1 | $240K | Buy |
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