Newton One Investments’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 | $341K | Buy |
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|
2025
Q2 | $312K | Buy |
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|
2025
Q1 | $262K | Buy |
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|
2024
Q4 | $255K | Buy |
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|
2024
Q3 | $223K | Buy |
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|
2024
Q2 | $213K | Buy |
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|
2024
Q1 | $210K | Buy |
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|
2023
Q4 | $177K | Buy |
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|
2023
Q3 | $150K | Buy |
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|
2023
Q2 | $149K | Buy |
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|
2023
Q1 | $133K | Hold |
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|
2022
Q4 | $137K | Hold |
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|
2022
Q3 | $106K | Hold |
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|
2022
Q2 | $115K | Hold |
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|
2022
Q1 | $139K | Hold |
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|
2021
Q4 | $161K | Hold |
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|
2021
Q3 | $167K | Hold |
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|
2021
Q2 | $158K | Hold |
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|
2021
Q1 | $155K | Hold |
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|
2020
Q4 | $129K | Buy |
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