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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.56M | Sell |
5,305
-345
| -6% | -$105K | 0.27% | 13 |
|
|
2025
Q4 | $1.82M | Buy |
5,650
+290
| +5% | +$89.8K | 0.31% | 13 |
|
|
2025
Q3 | $1.69M | Buy |
5,360
+919
| +21% | +$273K | 0.31% | 12 |
|
|
2025
Q2 | $1.29M | Buy |
4,441
+2,109
| +90% | +$538K | 0.27% | 13 |
|
|
2025
Q1 | $572K | Buy |
2,332
+210
| +10% | +$53.5K | 0.13% | 28 |
|
|
2024
Q4 | $509K | Hold |
2,122
| – | – | 0.12% | 32 |
|
|
2024
Q3 | $447K | Buy |
2,122
+1
| +0% | +$211 | 0.12% | 32 |
|
|
2024
Q2 | $429K | Sell |
2,121
-55
| -3% | -$10.8K | 0.12% | 30 |
|
|
2024
Q1 | $436K | Sell |
2,176
-15
| -0.7% | -$2.71K | 0.13% | 33 |
|
|
2023
Q4 | $373K | Buy |
2,191
+17
| +0.8% | +$2.58K | 0.11% | 44 |
|
|
2023
Q3 | $315K | Buy |
2,174
+202
| +10% | +$30.3K | 0.11% | 49 |
|
|
2023
Q2 | $287K | Sell |
1,972
-23
| -1% | -$3.16K | 0.1% | 50 |
|
|
2023
Q1 | $260K | Buy |
1,995
+102
| +5% | +$14K | 0.1% | 49 |
|
|
2022
Q4 | $254K | Buy |
+1,893
| New | +$240K | 0.09% | 56 |
|
|
2022
Q3 | – | Sell |
-1,889
| Closed | -$211K | – | 63 |
|
|
2022
Q2 | $211K | Sell |
1,889
-733
| -28% | -$90.8K | 0.11% | 57 |
|
|
2022
Q1 | $342K | Buy |
2,622
+735
| +39% | +$108K | 0.18% | 38 |
|
|
2021
Q4 | $299K | Buy |
1,887
+1
| +0.1% | +$164 | 0.14% | 58 |
|
|
2021
Q3 | $324K | Sell |
1,886
-12,269
| -87% | -$1.92M | 0.15% | 50 |
|
|
2021
Q2 | $2.2M | Buy |
14,155
+12,542
| +778% | +$1.97M | 1.48% | 13 |
|
|
2021
Q1 | $246K | Sell |
1,613
-727
| -31% | -$105K | 0.14% | 24 |
|
|
2020
Q4 | $225K | Buy |
2,340
+250
| +12% | +$27.9K | 0.15% | 26 |
|
|
2020
Q3 | $205K | Sell |
2,090
-66
| -3% | -$6.48K | 0.13% | 28 |
|
|
2020
Q2 | $210K | Sell |
2,156
-1,079
| -33% | -$102K | 0.14% | 23 |
|
|
2020
Q1 | $451K | Hold |
3,235
| – | – | 0.28% | 12 |
|
|
2019
Q4 | $451K | Buy |
3,235
+8
| +0.2% | +$1.03K | 0.28% | 12 |
|
|
2019
Q3 | $380K | Buy |
3,227
+625
| +24% | +$70.7K | 0.26% | 11 |
|
|
2019
Q2 | $291K | Buy |
2,602
+1,316
| +102% | +$145K | 0.21% | 13 |
|
|
2019
Q1 | $130K | Buy |
+1,286
| New | +$132K | 0.09% | 22 |
|
Other funds holding JPM
VCM
VPM
