NDSI
Newman Dignan & Sheerar Inc’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.91M | Sell |
20,399
-1,590
| -7% | -$461K | 1.36% | 19 |
|
|
2025
Q1 | $5.39M | Sell |
21,989
-929
| -4% | -$228K | 1.47% | 16 |
|
|
2024
Q4 | $5.49M | Sell |
22,918
-643
| -3% | -$154K | 1.41% | 19 |
|
|
2024
Q3 | $5.31M | Sell |
23,561
-588
| -2% | -$133K | 1.27% | 20 |
|
|
2024
Q2 | $4.88M | Sell |
24,149
-478
| -2% | -$96.7K | 1.26% | 22 |
|
|
2024
Q1 | $4.93M | Sell |
24,627
-576
| -2% | -$115K | 1.32% | 21 |
|
|
2023
Q4 | $4.29M | Buy |
25,203
+1,114
| +5% | +$189K | 1.29% | 19 |
|
|
2023
Q3 | $3.49M | Sell |
24,089
-379
| -2% | -$55K | 1.15% | 24 |
|
|
2023
Q2 | $3.56M | Sell |
24,468
-301
| -1% | -$43.8K | 1.1% | 24 |
|
|
2023
Q1 | $3.23M | Sell |
24,769
-12
| -0% | -$1.56K | 1.04% | 24 |
|
|
2022
Q4 | $3.32M | Buy |
24,781
+23
| +0.1% | +$3.08K | 1.1% | 23 |
|
|
2022
Q3 | $2.59K | Buy |
24,758
+461
| +2% | +$48 | 0.41% | 33 |
|
|
2022
Q2 | $2.74M | Buy |
24,297
+168
| +0.7% | +$18.9K | 0.93% | 28 |
|
|
2022
Q1 | $3.29K | Buy |
24,129
+945
| +4% | +$129 | 0.63% | 25 |
|
|
2021
Q4 | $3.67M | Buy |
23,184
+210
| +0.9% | +$33.3K | 1.11% | 21 |
|
|
2021
Q3 | $3.76M | Buy |
22,974
+72
| +0.3% | +$11.8K | 1.09% | 16 |
|
|
2021
Q2 | $3.56M | Sell |
22,902
-239
| -1% | -$37.2K | 1.2% | 18 |
|
|
2021
Q1 | $3.52M | Sell |
23,141
-924
| -4% | -$141K | 1.28% | 19 |
|
|
2020
Q4 | $3.06K | Buy |
24,065
+34
| +0.1% | +$4 | 0.49% | 20 |
|
|
2020
Q3 | $2.31M | Buy |
24,031
+415
| +2% | +$39.9K | 0.97% | 28 |
|
|
2020
Q2 | $2.29M | Buy |
+23,616
| New | +$2.29M | 0.99% | 30 |
|
|
2020
Q1 | – | Sell |
-23,776
| Closed | -$3.31K | – | 148 |
|
|
2019
Q4 | $3.31K | Sell |
23,776
-118
| -0.5% | -$16 | 0.35% | 22 |
|
|
2019
Q3 | $2.81M | Sell |
23,894
-568
| -2% | -$66.8K | 1.32% | 20 |
|
|
2019
Q2 | $2.74K | Buy |
24,462
+326
| +1% | +$36 | 0.07% | 20 |
|
|
2019
Q1 | $2.44M | Buy |
24,136
+33
| +0.1% | +$3.34K | 0.98% | 25 |
|
|
2018
Q4 | $2.35K | Buy |
24,103
+876
| +4% | +$86 | 0.2% | 28 |
|
|
2018
Q3 | $2.66M | Buy |
23,227
+203
| +0.9% | +$23.3K | 1.17% | 22 |
|
|
2018
Q2 | $2.4K | Buy |
23,024
+450
| +2% | +$47 | 0.16% | 21 |
|
|
2018
Q1 | $2.49M | Buy |
22,574
+1,113
| +5% | +$123K | 1.26% | 20 |
|
|
2017
Q4 | $2.3M | Sell |
21,461
-244
| -1% | -$26.1K | 1.15% | 21 |
|
|
2017
Q3 | $2.07M | Buy |
21,705
+55
| +0.3% | +$5.25K | 1.11% | 23 |
|
|
2017
Q2 | $1.98M | Buy |
21,650
+1,045
| +5% | +$95.5K | 1.1% | 23 |
|
|
2017
Q1 | $1.81K | Sell |
20,605
-1,315
| -6% | -$116 | 0.8% | 32 |
|
|
2016
Q4 | $1.89M | Sell |
21,920
-576
| -3% | -$49.7K | 1.15% | 25 |
|
|
2016
Q3 | $1.5M | Sell |
22,496
-221
| -1% | -$14.7K | 0.94% | 30 |
|
|
2016
Q2 | $1.41M | Buy |
22,717
+818
| +4% | +$50.8K | 0.88% | 31 |
|
|
2016
Q1 | $1.3M | Buy |
21,899
+158
| +0.7% | +$9.36K | 0.94% | 32 |
|
|
2015
Q4 | $1.44M | Buy |
21,741
+472
| +2% | +$31.2K | 1.01% | 27 |
|
|
2015
Q3 | $1.3M | Buy |
21,269
+2,953
| +16% | +$180K | 0.83% | 27 |
|
|
2015
Q2 | $1.24M | Buy |
18,316
+523
| +3% | +$35.4K | 0.89% | 33 |
|
|
2015
Q1 | $1.08M | Sell |
17,793
-823
| -4% | -$49.9K | 0.77% | 40 |
|
|
2014
Q4 | $1.17K | Buy |
18,616
+163
| +0.9% | +$10 | 0.7% | 37 |
|
|
2014
Q3 | $1.11M | Buy |
18,453
+200
| +1% | +$12.1K | 0.84% | 38 |
|
|
2014
Q2 | $1.05K | Sell |
18,253
-3,516
| -16% | -$203 | 0.6% | 48 |
|
|
2014
Q1 | $1.32M | Buy |
21,769
+103
| +0.5% | +$6.26K | 0.94% | 31 |
|
|
2013
Q4 | $1.27K | Sell |
21,666
-3,415
| -14% | -$200 | 0.06% | 33 |
|
|
2013
Q3 | $1.3M | Sell |
25,081
-3,372
| -12% | -$174K | 1.01% | 25 |
|
|
2013
Q2 | $150 | Buy |
+28,453
| New | +$150 | 0.01% | 130 |
|