NFSG
Newbridge Financial Services Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Buy |
9,323
+3,419
| +58% | +$991K | 0.44% | 50 |
|
|
2025
Q1 | $1.45M | Sell |
5,904
-15
| -0.3% | -$3.68K | 0.35% | 65 |
|
|
2024
Q4 | $1.42M | Buy |
5,919
+435
| +8% | +$104K | 0.36% | 60 |
|
|
2024
Q3 | $1.16M | Buy |
5,484
+1,735
| +46% | +$366K | 0.41% | 61 |
|
|
2024
Q2 | $758K | Sell |
3,749
-268
| -7% | -$54.2K | 0.28% | 68 |
|
|
2024
Q1 | $805K | Sell |
4,017
-6,689
| -62% | -$1.34M | 0.35% | 64 |
|
|
2023
Q4 | $1.82M | Buy |
10,706
+1,289
| +14% | +$219K | 0.89% | 16 |
|
|
2023
Q3 | $1.37M | Sell |
9,417
-469
| -5% | -$68K | 0.69% | 17 |
|
|
2023
Q2 | $1.44M | Sell |
9,886
-257
| -3% | -$37.4K | 0.7% | 15 |
|
|
2023
Q1 | $1.32M | Sell |
10,143
-183
| -2% | -$23.8K | 0.7% | 17 |
|
|
2022
Q4 | $1.38M | Sell |
10,326
-887
| -8% | -$119K | 0.8% | 14 |
|
|
2022
Q3 | $1.17M | Buy |
11,213
+499
| +5% | +$52.2K | 0.69% | 14 |
|
|
2022
Q2 | $1.21M | Buy |
10,714
+1,172
| +12% | +$132K | 0.75% | 16 |
|
|
2022
Q1 | $1.3M | Sell |
9,542
-116
| -1% | -$15.8K | 0.64% | 22 |
|
|
2021
Q4 | $1.53M | Buy |
9,658
+5,672
| +142% | +$898K | 0.72% | 25 |
|
|
2021
Q3 | $652K | Buy |
3,986
+217
| +6% | +$35.5K | 0.41% | 47 |
|
|
2021
Q2 | $586K | Sell |
3,769
-627
| -14% | -$97.5K | 0.36% | 60 |
|
|
2021
Q1 | $669K | Sell |
4,396
-128
| -3% | -$19.5K | 0.49% | 39 |
|
|
2020
Q4 | $575K | Buy |
4,524
+252
| +6% | +$32K | 0.47% | 43 |
|
|
2020
Q3 | $411K | Buy |
+4,272
| New | +$411K | 0.4% | 55 |
|