NewEdge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241M | Buy |
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|
2025
Q1 | $165M | Buy |
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|
2024
Q4 | $154M | Buy |
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|
2024
Q3 | $128M | Buy |
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|
2024
Q2 | $110M | Buy |
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|
2024
Q1 | $92.8M | Buy |
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|
2023
Q4 | $74.6M | Buy |
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|
2023
Q3 | $58M | Buy |
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|
2023
Q2 | $55.7M | Buy |
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|
2023
Q1 | $46.8M | Buy |
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|
2022
Q4 | $16.9M | Buy |
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|
2022
Q3 | $30.1M | Sell |
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|
2022
Q2 | $34M | Sell |
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|
2022
Q1 | $61.7M | Buy |
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|
2021
Q4 | $67.3M | Buy |
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|
2021
Q3 | $57M | Buy |
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|
2021
Q2 | $50.5M | Buy |
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|
2021
Q1 | $48M | Buy |
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|
2020
Q4 | $39.7M | Sell |
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|
2020
Q3 | $33M | Buy |
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|
2020
Q2 | $30.4M | Buy |
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|
2020
Q1 | $26M | Buy |
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|
2019
Q4 | $37.8M | Buy |
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|
2019
Q3 | $30.2M | Buy |
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|
2019
Q2 | $22.7M | Buy |
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|
2019
Q1 | $20.3M | Buy |
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|
2018
Q4 | $17K | Buy |
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|
2018
Q3 | $17.8M | Buy |
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|
2018
Q2 | $14.7K | Buy |
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|
2018
Q1 | $5.42M | Buy |
|
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|
2017
Q4 | $4.31M | Buy |
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|
2017
Q3 | $3.24M | Buy |
|
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|
2017
Q2 | $2.85M | Buy |
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|
2017
Q1 | $2.08M | Buy |
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|
2016
Q4 | $1.74M | Buy |
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|
2016
Q3 | $519K | Buy |
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