New Millennium 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 | $1.43M | Buy |
4,947
+4,359
| +741% | +$1.26M | 0.79% | 32 |
|
2025
Q1 | $144K | Sell |
588
-439
| -43% | -$108K | 0.09% | 53 |
|
2024
Q4 | $246K | Sell |
1,027
-9,447
| -90% | -$2.26M | 0.14% | 51 |
|
2024
Q3 | $2.21M | Sell |
10,474
-1,614
| -13% | -$340K | 1.43% | 19 |
|
2024
Q2 | $2.44M | Buy |
12,088
+687
| +6% | +$139K | 1.6% | 17 |
|
2024
Q1 | $2.28M | Buy |
11,401
+2,309
| +25% | +$462K | 1.72% | 20 |
|
2023
Q4 | $1.55M | Buy |
9,092
+8,736
| +2,454% | +$1.49M | 1.37% | 23 |
|
2023
Q3 | $51.6K | Hold |
356
| – | – | 0.05% | 77 |
|
2023
Q2 | $51.8K | Sell |
356
-9
| -2% | -$1.31K | 0.05% | 85 |
|
2023
Q1 | $47.5K | Hold |
365
| – | – | 0.05% | 102 |
|
2022
Q4 | $48.9K | Buy |
365
+18
| +5% | +$2.41K | 0.05% | 98 |
|
2022
Q3 | $36K | Hold |
347
| – | – | 0.04% | 107 |
|
2022
Q2 | $39K | Buy |
+347
| New | +$39K | 0.04% | 108 |
|