New Jersey Better Educational Savings Trust’s JPMorgan Chase JPM Stock Holding History

New Jersey Better Educational Savings Trust’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-847	Closed	-$273K	–	8
2025 Q4	$273K	Hold	847	–	–	0.46%	8
2025 Q3	$267K	Hold	847	–	–	0.45%	9
2025 Q2	$246K	Sell	847 -2,170	-72%	-$554K	0.63%	8
2025 Q1	$740K	Hold	3,017	–	–	1.43%	8
2024 Q4	$723K	Hold	3,017	–	–	1.39%	8
2024 Q3	$636K	Hold	3,017	–	–	1.2%	8
2024 Q2	$610K	Sell	3,017 -3,444	-53%	-$673K	1.22%	8
2024 Q1	$1.29M	Hold	6,461	–	–	2.45%	9
2023 Q4	$1.1M	Hold	6,461	–	–	2.32%	9
2023 Q3	$937K	Hold	6,461	–	–	2.3%	10
2023 Q2	$940K	Hold	6,461	–	–	2.21%	8
2023 Q1	$842K	Hold	6,461	–	–	2.28%	9
2022 Q4	$866K	Hold	6,461	–	–	2.55%	7
2022 Q3	$675K	Hold	6,461	–	–	2.26%	10
2022 Q2	$728K	Hold	6,461	–	–	2.29%	8
2022 Q1	$881K	Hold	6,461	–	–	2.15%	8
2021 Q4	$1.02M	Sell	6,461 -1,490	-19%	-$245K	2.27%	7
2021 Q3	$1.3M	Hold	7,951	–	–	2.58%	6
2021 Q2	$1.24M	Hold	7,951	–	–	2.47%	6
2021 Q1	$1.21M	Sell	7,951 -500	-6%	-$71.9K	2.66%	4
2020 Q4	$1.07M	Sell	8,451 -1,049	-11%	-$117K	1.99%	9
2020 Q3	$915K	Hold	9,500	–	–	1.51%	11
2020 Q2	$894K	Hold	9,500	–	–	1.64%	11
2020 Q1	$855K	Hold	9,500	–	–	2.01%	11
2019 Q4	$1.32M	Sell	9,500 -5,500	-37%	-$705K	2.26%	7
2019 Q3	$1.76M	Hold	15,000	–	–	2.46%	6
2019 Q2	$1.68M	Sell	15,000 -1,000	-6%	-$110K	2.23%	7
2019 Q1	$1.62M	Sell	16,000 -4,000	-20%	-$412K	2.16%	7
2018 Q4	$1.95M	Sell	20,000 -1,000	-5%	-$107K	2.5%	6
2018 Q3	$2.37M	Hold	21,000	–	–	2.42%	5
2018 Q2	$2.19M	Hold	21,000	–	–	2.37%	6
2018 Q1	$2.31M	Sell	21,000 -3,000	-13%	-$340K	2.57%	6
2017 Q4	$2.57M	Sell	24,000 -6,000	-20%	-$608K	2.6%	6
2017 Q3	$2.87M	Sell	30,000 -1,000	-3%	-$92.2K	2.41%	6
2017 Q2	$2.83M	Buy	31,000 +3,000	+11%	+$259K	2.46%	6
2017 Q1	$2.46M	Sell	28,000 -3,000	-10%	-$265K	2.17%	7
2016 Q4	$2.67M	Sell	31,000 -7,000	-18%	-$534K	1.71%	8
2016 Q3	$2.53M	Sell	38,000 -6,000	-14%	-$391K	1.63%	10
2016 Q2	$2.73M	Hold	44,000	–	–	1.84%	7
2016 Q1	$2.61M	Hold	44,000	–	–	1.81%	6
2015 Q4	$2.9M	Sell	44,000 -4,000	-8%	-$260K	1.96%	6
2015 Q3	$2.93M	Hold	48,000	–	–	2.09%	7
2015 Q2	$3.25M	Sell	48,000 -4,000	-8%	-$261K	2.11%	5
2015 Q1	$3.15M	Buy	52,000 +2,000	+4%	+$118K	1.38%	11
2014 Q4	$3.13M	Hold	50,000	–	–	1.39%	9
2014 Q3	$3.01M	Buy	50,000 +2,000	+4%	+$117K	1.4%	9
2014 Q2	$2.77M	Hold	48,000	–	–	1.27%	12
2014 Q1	$2.91M	Buy	48,000 +1,000	+2%	+$57.8K	1.39%	12
2013 Q4	$2.75M	Sell	47,000 -4,000	-8%	-$219K	1.34%	12
2013 Q3	$2.64M	Sell	51,000 -6,000	-11%	-$322K	1.63%	9
2013 Q2	$3.01M	Buy	+57,000	New	+$2.9M	1.8%	7