New England Professional Planning Group’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 | $414K | Hold |
1,427
| – | – | 0.19% | 25 |
|
|
2025
Q1 | $350K | Sell |
1,427
-104
| -7% | -$25.5K | 0.17% | 27 |
|
|
2024
Q4 | $367K | Buy |
1,531
+90
| +6% | +$21.6K | 0.18% | 28 |
|
|
2024
Q3 | $304K | Hold |
1,441
| – | – | 0.15% | 29 |
|
|
2024
Q2 | $291K | Sell |
1,441
-4
| -0.3% | -$809 | 0.15% | 34 |
|
|
2024
Q1 | $289K | Sell |
1,445
-7
| -0.5% | -$1.4K | 0.15% | 32 |
|
|
2023
Q4 | $247K | Sell |
1,452
-45
| -3% | -$7.65K | 0.14% | 33 |
|
|
2023
Q3 | $217K | Hold |
1,497
| – | – | 0.13% | 34 |
|
|
2023
Q2 | $218K | Buy |
+1,497
| New | +$218K | 0.13% | 35 |
|
|
2023
Q1 | – | Sell |
-1,497
| Closed | -$201K | – | 41 |
|
|
2022
Q4 | $201K | Buy |
+1,497
| New | +$201K | 0.11% | 40 |
|
|
2022
Q2 | – | Sell |
-1,668
| Closed | -$227K | – | 43 |
|
|
2022
Q1 | $227K | Sell |
1,668
-119
| -7% | -$16.2K | 0.14% | 36 |
|
|
2021
Q4 | $299K | Sell |
1,787
-183
| -9% | -$30.6K | 0.18% | 28 |
|
|
2021
Q3 | $334K | Hold |
1,970
| – | – | 0.2% | 24 |
|
|
2021
Q2 | $317K | Sell |
1,970
-116
| -6% | -$18.7K | 0.19% | 24 |
|
|
2021
Q1 | $336K | Buy |
2,086
+161
| +8% | +$25.9K | 0.21% | 27 |
|
|
2020
Q4 | $245K | Sell |
1,925
-69
| -3% | -$8.78K | 0.17% | 32 |
|
|
2020
Q3 | $207K | Sell |
1,994
-825
| -29% | -$85.6K | 0.16% | 30 |
|
|
2020
Q2 | $284K | Sell |
2,819
-463
| -14% | -$46.6K | 0.22% | 31 |
|
|
2020
Q1 | $301K | Buy |
3,282
+185
| +6% | +$17K | 0.28% | 29 |
|
|
2019
Q4 | $432K | Buy |
+3,097
| New | +$432K | 0.34% | 26 |
|
|
2018
Q3 | $366K | Buy |
3,252
+702
| +28% | +$79K | 0.42% | 27 |
|
|
2018
Q2 | $266K | Sell |
2,550
-82
| -3% | -$8.55K | 0.34% | 30 |
|
|
2018
Q1 | $287K | Sell |
2,632
-1,371
| -34% | -$149K | 0.38% | 27 |
|
|
2017
Q4 | $436K | Buy |
+4,003
| New | +$436K | 0.53% | 23 |
|
|
2016
Q2 | $236K | Hold |
3,685
| – | – | 0.26% | 37 |
|
|
2016
Q1 | $221K | Sell |
3,685
-472
| -11% | -$28.3K | 0.22% | 37 |
|
|
2015
Q4 | $274K | Buy |
4,157
+595
| +17% | +$39.2K | 0.31% | 31 |
|
|
2015
Q3 | $240K | Sell |
3,562
-175
| -5% | -$11.8K | 0.27% | 33 |
|
|
2015
Q2 | $254K | Hold |
3,737
| – | – | 0.33% | 31 |
|
|
2015
Q1 | $240K | Buy |
+3,737
| New | +$240K | 0.32% | 37 |
|