Newbridge Financial Services Group’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 | $2.7M | Buy |  | |||||
| 2025 Q1 | $1.45M | Sell |  | |||||
| 2024 Q4 | $1.42M | Buy |  | |||||
| 2024 Q3 | $1.16M | Buy |  | |||||
| 2024 Q2 | $758K | Sell |  | |||||
| 2024 Q1 | $805K | Sell |  | |||||
| 2023 Q4 | $1.82M | Buy |  | |||||
| 2023 Q3 | $1.37M | Sell |  | |||||
| 2023 Q2 | $1.44M | Sell |  | |||||
| 2023 Q1 | $1.32M | Sell |  | |||||
| 2022 Q4 | $1.38M | Sell |  | |||||
| 2022 Q3 | $1.17M | Buy |  | |||||
| 2022 Q2 | $1.21M | Buy |  | |||||
| 2022 Q1 | $1.3M | Sell |  | |||||
| 2021 Q4 | $1.53M | Buy |  | |||||
| 2021 Q3 | $652K | Buy |  | |||||
| 2021 Q2 | $586K | Sell |  | |||||
| 2021 Q1 | $669K | Sell |  | |||||
| 2020 Q4 | $575K | Buy |  | |||||
| 2020 Q3 | $411K | Buy |  |