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