NewEdge Wealth’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126M | Buy |
438,509
+16,101
| +4% | +$4.62M | 1.97% | 7 |
|
|
2025
Q1 | $104M | Buy |
422,408
+16,100
| +4% | +$3.95M | 1.88% | 7 |
|
|
2024
Q4 | $97.4M | Buy |
406,308
+31,655
| +8% | +$7.59M | 1.69% | 8 |
|
|
2024
Q3 | $79M | Buy |
374,653
+72,246
| +24% | +$15.2M | 1.43% | 7 |
|
|
2024
Q2 | $61.2M | Buy |
302,407
+6,679
| +2% | +$1.35M | 1.32% | 7 |
|
|
2024
Q1 | $56.7M | Buy |
295,728
+30,537
| +12% | +$5.85M | 1.27% | 8 |
|
|
2023
Q4 | $45.1M | Buy |
265,191
+32,265
| +14% | +$5.49M | 1.15% | 12 |
|
|
2023
Q3 | $33.8M | Buy |
232,926
+22,264
| +11% | +$3.23M | 1.07% | 15 |
|
|
2023
Q2 | $30.6M | Buy |
210,662
+70,676
| +50% | +$10.3M | 1.02% | 13 |
|
|
2023
Q1 | $18.2M | Buy |
139,986
+15,952
| +13% | +$2.08M | 0.69% | 39 |
|
|
2022
Q4 | $16.6M | Buy |
124,034
+7,982
| +7% | +$1.07M | 0.72% | 37 |
|
|
2022
Q3 | $12.1M | Buy |
116,052
+513
| +0.4% | +$53.6K | 0.57% | 52 |
|
|
2022
Q2 | $13M | Buy |
115,539
+14,459
| +14% | +$1.63M | 0.59% | 43 |
|
|
2022
Q1 | $13.8M | Buy |
101,080
+26,700
| +36% | +$3.64M | 0.61% | 38 |
|
|
2021
Q4 | $11.8M | Buy |
74,380
+6,539
| +10% | +$1.04M | 0.49% | 44 |
|
|
2021
Q3 | $11.1M | Buy |
67,841
+3,348
| +5% | +$548K | 0.66% | 37 |
|
|
2021
Q2 | $10M | Buy |
64,493
+5,129
| +9% | +$798K | 0.77% | 34 |
|
|
2021
Q1 | $9.04M | Buy |
59,364
+41,730
| +237% | +$6.35M | 0.9% | 22 |
|
|
2020
Q4 | $2.24M | Buy |
+17,634
| New | +$2.24M | 0.69% | 37 |
|