NIG
NFJ Investment Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.6M | Sell |
133,128
-3,853
| -3% | -$1.12M | 1.35% | 15 |
|
|
2025
Q1 | $33.6M | Sell |
136,981
-3,961
| -3% | -$972K | 1.13% | 26 |
|
|
2024
Q4 | $33.8M | Sell |
140,942
-1,704
| -1% | -$408K | 1.08% | 19 |
|
|
2024
Q3 | $30.1M | Sell |
142,646
-4,561
| -3% | -$962K | 0.88% | 34 |
|
|
2024
Q2 | $29.8M | Sell |
147,207
-10,941
| -7% | -$2.21M | 0.91% | 35 |
|
|
2024
Q1 | $31.7M | Sell |
158,148
-12,116
| -7% | -$2.43M | 0.87% | 36 |
|
|
2023
Q4 | $29M | Sell |
170,264
-10,772
| -6% | -$1.83M | 0.8% | 44 |
|
|
2023
Q3 | $26.3M | Sell |
181,036
-10,167
| -5% | -$1.47M | 0.76% | 48 |
|
|
2023
Q2 | $27.8M | Sell |
191,203
-268,713
| -58% | -$39.1M | 0.74% | 45 |
|
|
2023
Q1 | $59.9M | Sell |
459,916
-304,778
| -40% | -$39.7M | 1.6% | 12 |
|
|
2022
Q4 | $103M | Sell |
764,694
-37,121
| -5% | -$4.98M | 2.69% | 1 |
|
|
2022
Q3 | $83.3M | Sell |
801,815
-76,630
| -9% | -$7.96M | 2.17% | 1 |
|
|
2022
Q2 | $98.9M | Buy |
878,445
+224,555
| +34% | +$25.3M | 2.36% | 1 |
|
|
2022
Q1 | $89.1M | Sell |
653,890
-95,371
| -13% | -$13M | 1.81% | 5 |
|
|
2021
Q4 | $119M | Buy |
749,261
+7,227
| +1% | +$1.14M | 2.16% | 3 |
|
|
2021
Q3 | $121M | Buy |
742,034
+19,983
| +3% | +$3.27M | 2.38% | 2 |
|
|
2021
Q2 | $112M | Sell |
722,051
-14,772
| -2% | -$2.3M | 2.12% | 2 |
|
|
2021
Q1 | $112M | Buy |
+736,823
| New | +$112M | 2.25% | 2 |
|