Next Level Private’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
Q2 | $16.7M | Buy |
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|
2025
Q1 | $13.8M | Buy |
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|
2024
Q4 | $13.5M | Sell |
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|
2024
Q3 | $11.9M | Buy |
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|
2024
Q2 | $11.4M | Sell |
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|
2024
Q1 | $12M | Buy |
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|
2023
Q4 | $9.39M | Sell |
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|
2023
Q3 | $8.02M | Buy |
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|
2023
Q2 | $8.08M | Buy |
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|
2023
Q1 | $7.05M | Buy |
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|
2022
Q4 | $7.31M | Buy |
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|
2022
Q3 | $5.8M | Buy |
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|
2022
Q2 | $4.16M | Sell |
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|
2022
Q1 | $5.21M | Buy |
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|
2021
Q4 | $5.57M | Buy |
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