NewSquare Capital’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 | $21.8M | Sell |
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|
2025
Q2 | $25.7M | Buy |
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|
2025
Q1 | $20.9M | Buy |
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|
2024
Q4 | $20.2M | Buy |
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|
2024
Q3 | $17.4M | Buy |
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|
2024
Q2 | $16.2M | Buy |
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|
2024
Q1 | $15.1M | Buy |
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|
2023
Q4 | $12.8M | Buy |
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|
2023
Q3 | $10.7M | Buy |
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|
2023
Q2 | $10.2M | Buy |
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|
2023
Q1 | $5.95M | Buy |
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|
2022
Q4 | $5.67M | Buy |
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|
2022
Q3 | $4.15M | Buy |
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|
2022
Q2 | $4.22M | Buy |
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|
2022
Q1 | $4.6M | Buy |
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|
2021
Q4 | $4.66M | Buy |
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|
2021
Q3 | $4.35M | Buy |
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|
2021
Q2 | $4.03M | Buy |
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|
2021
Q1 | $3.6M | Buy |
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|
2020
Q4 | $3M | Buy |
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|
2020
Q3 | $2.25M | Buy |
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|
2020
Q2 | $122K | Sell |
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|
2020
Q1 | $166K | Buy |
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|
2019
Q4 | $229K | Buy |
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|
2019
Q3 | $136K | Sell |
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|
2019
Q2 | $196K | Sell |
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|
2019
Q1 | $179K | Hold |
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|
2018
Q4 | $172K | Buy |
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|
2018
Q3 | $187K | Buy |
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|
2018
Q2 | $182K | Sell |
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|
2018
Q1 | $198K | Buy |
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|
2017
Q4 | $185K | Buy |
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|
2017
Q3 | $98K | Buy |
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|
2017
Q2 | $48K | Buy |
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|
2017
Q1 | $39K | Hold |
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|
2016
Q4 | $38K | Sell |
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|
2016
Q3 | $65K | Buy |
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|
2016
Q2 | $56K | Sell |
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|
2016
Q1 | $60K | Buy |
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|
2015
Q4 | $37K | Sell |
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|
2015
Q3 | $40K | Hold |
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|
2015
Q2 | $44K | Buy |
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|
2015
Q1 | $29K | Hold |
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|
2014
Q4 | $30K | Hold |
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|
2014
Q3 | $29K | Hold |
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|
2014
Q2 | $28K | Hold |
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|
2014
Q1 | $29K | Hold |
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|
2013
Q4 | $28K | Hold |
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|
2013
Q3 | $25K | Hold |
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|
2013
Q2 | $25K | Buy |
|