NLP
Next Level Private’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.7M | Buy |
57,601
+1,317
| +2% | +$382K | 5.44% | 3 |
|
|
2025
Q1 | $13.8M | Buy |
56,284
+90
| +0.2% | +$22.1K | 5.14% | 2 |
|
|
2024
Q4 | $13.5M | Sell |
56,194
-9
| -0% | -$2.16K | 5.43% | 2 |
|
|
2024
Q3 | $11.9M | Buy |
56,203
+67
| +0.1% | +$14.1K | 4.86% | 2 |
|
|
2024
Q2 | $11.4M | Sell |
56,136
-3,781
| -6% | -$765K | 5.19% | 2 |
|
|
2024
Q1 | $12M | Buy |
59,917
+4,709
| +9% | +$943K | 5.51% | 2 |
|
|
2023
Q4 | $9.39M | Sell |
55,208
-606
| -1% | -$103K | 5.32% | 4 |
|
|
2023
Q3 | $8.02M | Buy |
55,814
+115
| +0.2% | +$16.5K | 5.32% | 4 |
|
|
2023
Q2 | $8.08M | Buy |
55,699
+1,568
| +3% | +$228K | 5.23% | 4 |
|
|
2023
Q1 | $7.05M | Buy |
54,131
+913
| +2% | +$119K | 5.55% | 4 |
|
|
2022
Q4 | $7.31M | Buy |
53,218
+660
| +1% | +$90.7K | 5.38% | 3 |
|
|
2022
Q3 | $5.8M | Buy |
52,558
+15,616
| +42% | +$1.72M | 5.11% | 3 |
|
|
2022
Q2 | $4.16M | Sell |
36,942
-1,302
| -3% | -$147K | 1.59% | 9 |
|
|
2022
Q1 | $5.21M | Buy |
38,244
+3,084
| +9% | +$420K | 4.21% | 6 |
|
|
2021
Q4 | $5.57M | Buy |
+35,160
| New | +$5.57M | 4.67% | 5 |
|