NFP Retirement Inc’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 | $1.15M | Sell |
3,962
-282
| -7% | -$81.7K | 0.08% | 124 |
|
|
2025
Q1 | $1.04M | Buy |
4,244
+177
| +4% | +$43.4K | 0.08% | 117 |
|
|
2024
Q4 | $975K | Buy |
4,067
+230
| +6% | +$55.1K | 0.08% | 122 |
|
|
2024
Q3 | $809K | Sell |
3,837
-1,044
| -21% | -$220K | 0.07% | 136 |
|
|
2024
Q2 | $987K | Sell |
4,881
-55
| -1% | -$11.1K | 0.08% | 120 |
|
|
2024
Q1 | $989K | Buy |
4,936
+427
| +9% | +$85.5K | 0.09% | 117 |
|
|
2023
Q4 | $767K | Buy |
4,509
+195
| +5% | +$33.2K | 0.13% | 111 |
|
|
2023
Q3 | $626K | Sell |
4,314
-186
| -4% | -$27K | 0.12% | 127 |
|
|
2023
Q2 | $655K | Buy |
4,500
+1
| +0% | +$145 | 0.12% | 127 |
|
|
2023
Q1 | $586K | Buy |
4,499
+1,507
| +50% | +$196K | 0.12% | 137 |
|
|
2022
Q4 | $401K | Sell |
2,992
-1,621
| -35% | -$217K | 0.09% | 163 |
|
|
2022
Q3 | $482K | Buy |
4,613
+62
| +1% | +$6.48K | 0.12% | 143 |
|
|
2022
Q2 | $512K | Sell |
4,551
-73
| -2% | -$8.22K | 0.13% | 131 |
|
|
2022
Q1 | $630K | Buy |
4,624
+1,362
| +42% | +$186K | 0.15% | 114 |
|
|
2021
Q4 | $517K | Buy |
3,262
+7
| +0.2% | +$1.11K | 0.18% | 87 |
|
|
2021
Q3 | $533K | Buy |
+3,255
| New | +$533K | 0.22% | 80 |
|