NewSquare Capital’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 | $25.7M | Buy |
89,526
+3,620
| +4% | +$1.04M | 1.91% | 9 |
|
|
2025
Q1 | $20.9M | Buy |
85,906
+789
| +0.9% | +$192K | 1.7% | 11 |
|
|
2024
Q4 | $20.2M | Buy |
85,117
+1,981
| +2% | +$471K | 1.62% | 14 |
|
|
2024
Q3 | $17.4M | Buy |
83,136
+2,136
| +3% | +$447K | 1.38% | 18 |
|
|
2024
Q2 | $16.2M | Buy |
81,000
+4,757
| +6% | +$954K | 1.4% | 18 |
|
|
2024
Q1 | $15.1M | Buy |
76,243
+138
| +0.2% | +$27.4K | 1.34% | 18 |
|
|
2023
Q4 | $12.8M | Buy |
76,105
+1,356
| +2% | +$228K | 1.22% | 23 |
|
|
2023
Q3 | $10.7M | Buy |
74,749
+4,540
| +6% | +$652K | 1.13% | 23 |
|
|
2023
Q2 | $10.2M | Buy |
70,209
+24,552
| +54% | +$3.57M | 1.06% | 24 |
|
|
2023
Q1 | $5.95M | Buy |
45,657
+3,401
| +8% | +$443K | 0.7% | 48 |
|
|
2022
Q4 | $5.67M | Buy |
42,256
+2,533
| +6% | +$340K | 0.71% | 48 |
|
|
2022
Q3 | $4.15M | Buy |
39,723
+2,205
| +6% | +$230K | 0.52% | 59 |
|
|
2022
Q2 | $4.23M | Buy |
37,518
+3,757
| +11% | +$423K | 0.54% | 60 |
|
|
2022
Q1 | $4.6M | Buy |
33,761
+4,338
| +15% | +$591K | 0.49% | 56 |
|
|
2021
Q4 | $4.66M | Buy |
29,423
+2,840
| +11% | +$450K | 0.49% | 46 |
|
|
2021
Q3 | $4.35M | Buy |
26,583
+685
| +3% | +$112K | 0.51% | 37 |
|
|
2021
Q2 | $4.03M | Buy |
25,898
+2,263
| +10% | +$352K | 0.48% | 48 |
|
|
2021
Q1 | $3.6M | Buy |
23,635
+15
| +0.1% | +$2.28K | 0.47% | 52 |
|
|
2020
Q4 | $3M | Buy |
23,620
+305
| +1% | +$38.8K | 0.42% | 54 |
|
|
2020
Q3 | $2.25M | Buy |
23,315
+22,021
| +1,702% | +$2.12M | 0.36% | 75 |
|
|
2020
Q2 | $122K | Sell |
1,294
-553
| -30% | -$52.1K | 0.02% | 141 |
|
|
2020
Q1 | $166K | Buy |
1,847
+202
| +12% | +$18.2K | 0.03% | 140 |
|
|
2019
Q4 | $229K | Buy |
1,645
+492
| +43% | +$68.5K | 0.04% | 119 |
|
|
2019
Q3 | $136K | Sell |
1,153
-599
| -34% | -$70.7K | 0.02% | 118 |
|
|
2019
Q2 | $196K | Sell |
1,752
-15
| -0.8% | -$1.68K | 0.04% | 121 |
|
|
2019
Q1 | $179K | Hold |
1,767
| – | – | 0.03% | 121 |
|
|
2018
Q4 | $172K | Buy |
1,767
+114
| +7% | +$11.1K | 0.04% | 116 |
|
|
2018
Q3 | $187K | Buy |
1,653
+18
| +1% | +$2.04K | 0.04% | 124 |
|
|
2018
Q2 | $182K | Sell |
1,635
-166
| -9% | -$18.5K | 0.04% | 117 |
|
|
2018
Q1 | $198K | Buy |
1,801
+74
| +4% | +$8.14K | 0.04% | 108 |
|
|
2017
Q4 | $185K | Buy |
1,727
+697
| +68% | +$74.7K | 0.04% | 105 |
|
|
2017
Q3 | $98K | Buy |
1,030
+501
| +95% | +$47.7K | 0.02% | 112 |
|
|
2017
Q2 | $48K | Buy |
529
+89
| +20% | +$8.08K | 0.01% | 131 |
|
|
2017
Q1 | $39K | Hold |
440
| – | – | 0.01% | 139 |
|
|
2016
Q4 | $38K | Sell |
440
-532
| -55% | -$45.9K | 0.01% | 154 |
|
|
2016
Q3 | $65K | Buy |
972
+77
| +9% | +$5.15K | 0.01% | 147 |
|
|
2016
Q2 | $56K | Sell |
895
-116
| -11% | -$7.26K | 0.01% | 159 |
|
|
2016
Q1 | $60K | Buy |
1,011
+449
| +80% | +$26.6K | 0.02% | 159 |
|
|
2015
Q4 | $37K | Sell |
562
-88
| -14% | -$5.79K | 0.01% | 165 |
|
|
2015
Q3 | $40K | Hold |
650
| – | – | 0.01% | 155 |
|
|
2015
Q2 | $44K | Buy |
650
+170
| +35% | +$11.5K | 0.01% | 160 |
|
|
2015
Q1 | $29K | Hold |
480
| – | – | 0.01% | 176 |
|
|
2014
Q4 | $30K | Hold |
480
| – | – | 0.01% | 181 |
|
|
2014
Q3 | $29K | Hold |
480
| – | – | 0.01% | 187 |
|
|
2014
Q2 | $28K | Hold |
480
| – | – | 0.01% | 175 |
|
|
2014
Q1 | $29K | Hold |
480
| – | – | 0.01% | 160 |
|
|
2013
Q4 | $28K | Hold |
480
| – | – | 0.01% | 146 |
|
|
2013
Q3 | $25K | Hold |
480
| – | – | 0.01% | 140 |
|
|
2013
Q2 | $25K | Buy |
+480
| New | +$25K | 0.01% | 130 |
|