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NewEdge Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241M | Buy |
830,470
+156,977
| +23% | +$45.5M | 1.24% | 9 |
|
|
2025
Q1 | $165M | Buy |
673,493
+29,835
| +5% | +$7.32M | 0.98% | 11 |
|
|
2024
Q4 | $154M | Buy |
643,658
+38,562
| +6% | +$9.24M | 0.93% | 12 |
|
|
2024
Q3 | $128M | Buy |
605,096
+61,083
| +11% | +$12.9M | 0.83% | 14 |
|
|
2024
Q2 | $110M | Buy |
544,013
+80,463
| +17% | +$16.3M | 0.8% | 14 |
|
|
2024
Q1 | $92.8M | Buy |
463,550
+24,165
| +5% | +$4.84M | 0.81% | 12 |
|
|
2023
Q4 | $74.6M | Buy |
439,385
+39,112
| +10% | +$6.64M | 0.71% | 15 |
|
|
2023
Q3 | $58M | Buy |
400,273
+17,491
| +5% | +$2.54M | 0.64% | 20 |
|
|
2023
Q2 | $55.7M | Buy |
382,782
+24,836
| +7% | +$3.61M | 0.63% | 20 |
|
|
2023
Q1 | $46.8M | Buy |
357,946
+32,178
| +10% | +$4.2M | 0.58% | 26 |
|
|
2022
Q4 | $16.9M | Buy |
325,768
+37,839
| +13% | +$1.96M | 0.46% | 43 |
|
|
2022
Q3 | $30.1M | Sell |
287,929
-14,387
| -5% | -$1.5M | 0.49% | 47 |
|
|
2022
Q2 | $34M | Sell |
302,316
-150,334
| -33% | -$16.9M | 0.56% | 31 |
|
|
2022
Q1 | $61.7M | Buy |
452,650
+27,497
| +6% | +$3.75M | 0.99% | 8 |
|
|
2021
Q4 | $67.3M | Buy |
425,153
+77,080
| +22% | +$12.2M | 1.02% | 11 |
|
|
2021
Q3 | $57M | Buy |
348,073
+23,162
| +7% | +$3.79M | 1.41% | 7 |
|
|
2021
Q2 | $50.5M | Buy |
324,911
+9,555
| +3% | +$1.49M | 1.34% | 7 |
|
|
2021
Q1 | $48M | Buy |
315,356
+3,189
| +1% | +$485K | 1.43% | 7 |
|
|
2020
Q4 | $39.7M | Sell |
312,167
-30,498
| -9% | -$3.88M | 1.3% | 8 |
|
|
2020
Q3 | $33M | Buy |
342,665
+19,910
| +6% | +$1.92M | 1.15% | 8 |
|
|
2020
Q2 | $30.4M | Buy |
322,755
+33,532
| +12% | +$3.15M | 1.19% | 8 |
|
|
2020
Q1 | $26M | Buy |
289,223
+17,942
| +7% | +$1.62M | 1.25% | 10 |
|
|
2019
Q4 | $37.8M | Buy |
271,281
+15,711
| +6% | +$2.19M | 1.5% | 7 |
|
|
2019
Q3 | $30.2M | Buy |
255,570
+52,166
| +26% | +$6.16M | 1.34% | 7 |
|
|
2019
Q2 | $22.7M | Buy |
203,404
+2,248
| +1% | +$251K | 1.39% | 6 |
|
|
2019
Q1 | $20.3M | Buy |
201,156
+26,707
| +15% | +$2.7M | 1.31% | 6 |
|
|
2018
Q4 | $17K | Buy |
174,449
+16,888
| +11% | +$1.65K | 1.1% | 8 |
|
|
2018
Q3 | $17.8M | Buy |
157,561
+18,088
| +13% | +$2.04M | 1.37% | 7 |
|
|
2018
Q2 | $14.7K | Buy |
139,473
+89,266
| +178% | +$9.38K | 1.34% | 8 |
|
|
2018
Q1 | $5.42M | Buy |
50,207
+10,519
| +27% | +$1.13M | 0.62% | 43 |
|
|
2017
Q4 | $4.31M | Buy |
39,688
+6,054
| +18% | +$657K | 0.58% | 49 |
|
|
2017
Q3 | $3.24M | Buy |
33,634
+3,087
| +10% | +$298K | 0.5% | 52 |
|
|
2017
Q2 | $2.85M | Buy |
30,547
+6,481
| +27% | +$604K | 0.49% | 56 |
|
|
2017
Q1 | $2.08M | Buy |
24,066
+4,121
| +21% | +$355K | 0.47% | 58 |
|
|
2016
Q4 | $1.74M | Buy |
19,945
+12,152
| +156% | +$1.06M | 0.48% | 56 |
|
|
2016
Q3 | $519K | Buy |
+7,793
| New | +$519K | 0.16% | 120 |
|