New England Research & Management’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 | $316K | Buy |
1,089
+24
| +2% | +$6.96K | 0.15% | 129 |
|
|
2025
Q1 | $261K | Hold |
1,065
| – | – | 0.13% | 134 |
|
|
2024
Q4 | $255K | Hold |
1,065
| – | – | 0.13% | 132 |
|
|
2024
Q3 | $225K | Hold |
1,065
| – | – | 0.11% | 147 |
|
|
2024
Q2 | $215K | Buy |
+1,065
| New | +$215K | 0.1% | 162 |
|
|
2023
Q1 | – | Sell |
-5,098
| Closed | -$684K | – | 162 |
|
|
2022
Q4 | $684K | Sell |
5,098
-2,737
| -35% | -$367K | 0.39% | 90 |
|
|
2022
Q3 | $819K | Sell |
7,835
-225
| -3% | -$23.5K | 0.52% | 70 |
|
|
2022
Q2 | $908K | Hold |
8,060
| – | – | 0.53% | 69 |
|
|
2022
Q1 | $1.1M | Buy |
8,060
+5,837
| +263% | +$796K | 0.57% | 61 |
|
|
2021
Q4 | $352K | Buy |
+2,223
| New | +$352K | 0.17% | 137 |
|
|
2021
Q1 | – | Sell |
-2,173
| Closed | -$276K | – | 182 |
|
|
2020
Q4 | $276K | Sell |
2,173
-450
| -17% | -$57.2K | 0.17% | 137 |
|
|
2020
Q3 | $253K | Sell |
2,623
-1,400
| -35% | -$135K | 0.18% | 122 |
|
|
2020
Q2 | $378K | Buy |
+4,023
| New | +$378K | 0.27% | 108 |
|
|
2020
Q1 | – | Sell |
-2,658
| Closed | -$371K | – | 154 |
|
|
2019
Q4 | $371K | Sell |
2,658
-100
| -4% | -$14K | 0.25% | 117 |
|
|
2019
Q3 | $325K | Sell |
2,758
-4,700
| -63% | -$554K | 0.24% | 123 |
|
|
2019
Q2 | $834K | Sell |
7,458
-600
| -7% | -$67.1K | 0.57% | 61 |
|
|
2019
Q1 | $816K | Buy |
8,058
+100
| +1% | +$10.1K | 0.55% | 68 |
|
|
2018
Q4 | $777K | Buy |
+7,958
| New | +$777K | 0.61% | 58 |
|
|
2018
Q3 | – | Sell |
-1,996
| Closed | -$208K | – | 169 |
|
|
2018
Q2 | $208K | Buy |
+1,996
| New | +$208K | 0.14% | 158 |
|
|
2015
Q1 | – | Sell |
-4,400
| Closed | -$275K | – | 172 |
|
|
2014
Q4 | $275K | Buy |
+4,400
| New | +$275K | 0.24% | 145 |
|