New World Advisors’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
Q2 | $1.29M | Buy |
|
|||||
|
2025
Q1 | $572K | Buy |
|
|||||
|
2024
Q4 | $509K | Hold |
|
|||||
|
2024
Q3 | $447K | Buy |
|
|||||
|
2024
Q2 | $429K | Sell |
|
|||||
|
2024
Q1 | $436K | Sell |
|
|||||
|
2023
Q4 | $373K | Buy |
|
|||||
|
2023
Q3 | $315K | Buy |
|
|||||
|
2023
Q2 | $287K | Sell |
|
|||||
|
2023
Q1 | $260K | Buy |
|
|||||
|
2022
Q4 | $254K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $211K | Sell |
|
|||||
|
2022
Q1 | $342K | Buy |
|
|||||
|
2021
Q4 | $299K | Buy |
|
|||||
|
2021
Q3 | $324K | Sell |
|
|||||
|
2021
Q2 | $2.2M | Buy |
|
|||||
|
2021
Q1 | $246K | Sell |
|
|||||
|
2020
Q4 | $225K | Buy |
|
|||||
|
2020
Q3 | $205K | Sell |
|
|||||
|
2020
Q2 | $210K | Sell |
|
|||||
|
2020
Q1 | $451K | Hold |
|
|||||
|
2019
Q4 | $451K | Buy |
|
|||||
|
2019
Q3 | $380K | Buy |
|
|||||
|
2019
Q2 | $291K | Buy |
|
|||||
|
2019
Q1 | $130K | Buy |
|