NewEdge Wealth’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
Q3 | $140M | Buy |
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|
2025
Q2 | $126M | Buy |
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|
2025
Q1 | $104M | Buy |
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|
2024
Q4 | $97.4M | Buy |
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|
2024
Q3 | $79M | Buy |
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|
2024
Q2 | $61.2M | Buy |
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|
2024
Q1 | $56.7M | Buy |
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|
2023
Q4 | $45.1M | Buy |
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|
2023
Q3 | $33.8M | Buy |
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|
2023
Q2 | $30.6M | Buy |
|
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|
2023
Q1 | $18.2M | Buy |
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|
2022
Q4 | $16.6M | Buy |
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|
2022
Q3 | $12.1M | Buy |
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|
2022
Q2 | $13M | Buy |
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|
2022
Q1 | $13.8M | Buy |
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|
2021
Q4 | $11.8M | Buy |
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|
2021
Q3 | $11.1M | Buy |
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|
2021
Q2 | $10M | Buy |
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|
2021
Q1 | $9.04M | Buy |
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|
2020
Q4 | $2.24M | Buy |
|