NPA
Nichols & Pratt Advisers’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.61M | Buy |
22,797
+635
| +3% | +$184K | 0.44% | 37 |
|
|
2025
Q1 | $5.44M | Sell |
22,162
-290
| -1% | -$71.1K | 0.37% | 36 |
|
|
2024
Q4 | $5.38M | Buy |
22,452
+59
| +0.3% | +$14.1K | 0.36% | 36 |
|
|
2024
Q3 | $4.72M | Buy |
22,393
+31
| +0.1% | +$6.54K | 0.31% | 40 |
|
|
2024
Q2 | $4.52M | Sell |
22,362
-1,372
| -6% | -$278K | 0.31% | 41 |
|
|
2024
Q1 | $4.75M | Buy |
23,734
+1
| +0% | +$200 | 0.32% | 42 |
|
|
2023
Q4 | $4.04M | Sell |
23,733
-210
| -0.9% | -$35.7K | 0.29% | 46 |
|
|
2023
Q3 | $3.47M | Buy |
23,943
+150
| +0.6% | +$21.8K | 0.26% | 47 |
|
|
2023
Q2 | $3.46M | Buy |
23,793
+627
| +3% | +$91.2K | 0.25% | 48 |
|
|
2023
Q1 | $3.02M | Sell |
23,166
-300
| -1% | -$39.1K | 0.23% | 49 |
|
|
2022
Q4 | $3.15M | Sell |
23,466
-139
| -0.6% | -$18.6K | 0.25% | 51 |
|
|
2022
Q3 | $2.47M | Buy |
23,605
+462
| +2% | +$48.3K | 0.22% | 52 |
|
|
2022
Q2 | $2.61M | Hold |
23,143
| – | – | 0.21% | 53 |
|
|
2022
Q1 | $3.16M | Hold |
23,143
| – | – | 0.23% | 52 |
|
|
2021
Q4 | $3.66M | Buy |
23,143
+50
| +0.2% | +$7.92K | 0.25% | 49 |
|
|
2021
Q3 | $3.86M | Hold |
23,093
| – | – | 0.29% | 49 |
|
|
2021
Q2 | $3.59M | Buy |
23,093
+725
| +3% | +$113K | 0.27% | 50 |
|
|
2021
Q1 | $3.41M | Sell |
22,368
-68
| -0.3% | -$10.4K | 0.27% | 50 |
|
|
2020
Q4 | $2.85M | Sell |
22,436
-306
| -1% | -$38.9K | 0.23% | 48 |
|
|
2020
Q3 | $2.19M | Sell |
22,742
-420
| -2% | -$40.4K | 0.19% | 49 |
|
|
2020
Q2 | $2.18M | Sell |
23,162
-20
| -0.1% | -$1.88K | 0.19% | 51 |
|
|
2020
Q1 | $2.09M | Buy |
23,182
+725
| +3% | +$65.3K | 0.21% | 51 |
|
|
2019
Q4 | $3.13M | Sell |
22,457
-3,500
| -13% | -$488K | 0.26% | 50 |
|
|
2019
Q3 | $3.06M | Hold |
25,957
| – | – | 0.25% | 52 |
|
|
2019
Q2 | $2.9M | Buy |
25,957
+283
| +1% | +$31.6K | 0.24% | 53 |
|
|
2019
Q1 | $2.6M | Buy |
25,674
+70
| +0.3% | +$7.09K | 0.22% | 51 |
|
|
2018
Q4 | $2.5M | Buy |
25,604
+1,275
| +5% | +$124K | 0.23% | 50 |
|
|
2018
Q3 | $2.75M | Sell |
24,329
-1,608
| -6% | -$181K | 0.23% | 50 |
|
|
2018
Q2 | $2.7M | Sell |
25,937
-100
| -0.4% | -$10.4K | 0.24% | 47 |
|
|
2018
Q1 | $2.86M | Sell |
26,037
-200
| -0.8% | -$22K | 0.26% | 48 |
|
|
2017
Q4 | $2.81M | Sell |
26,237
-586
| -2% | -$62.7K | 0.24% | 48 |
|
|
2017
Q3 | $2.56M | Hold |
26,823
| – | – | 0.23% | 47 |
|
|
2017
Q2 | $2.45M | Hold |
26,823
| – | – | 0.22% | 48 |
|
|
2017
Q1 | $2.36M | Sell |
26,823
-300
| -1% | -$26.4K | 0.22% | 48 |
|
|
2016
Q4 | $2.34M | Hold |
27,123
| – | – | 0.22% | 47 |
|
|
2016
Q3 | $1.81M | Hold |
27,123
| – | – | 0.17% | 51 |
|
|
2016
Q2 | $1.69M | Hold |
27,123
| – | – | 0.15% | 57 |
|
|
2016
Q1 | $1.61M | Buy |
27,123
+145
| +0.5% | +$8.59K | 0.15% | 60 |
|
|
2015
Q4 | $1.78M | Hold |
26,978
| – | – | 0.17% | 58 |
|
|
2015
Q3 | $1.64M | Hold |
26,978
| – | – | 0.16% | 59 |
|
|
2015
Q2 | $1.83M | Hold |
26,978
| – | – | 0.17% | 59 |
|
|
2015
Q1 | $1.63M | Sell |
26,978
-585
| -2% | -$35.4K | 0.15% | 64 |
|
|
2014
Q4 | $1.73M | Buy |
27,563
+55
| +0.2% | +$3.44K | 0.15% | 62 |
|
|
2014
Q3 | $1.66M | Sell |
27,508
-515
| -2% | -$31K | 0.15% | 65 |
|
|
2014
Q2 | $1.62M | Sell |
28,023
-2,480
| -8% | -$143K | 0.14% | 65 |
|
|
2014
Q1 | $1.85M | Buy |
30,503
+230
| +0.8% | +$14K | 0.17% | 59 |
|
|
2013
Q4 | $1.77M | Sell |
30,273
-1,005
| -3% | -$58.8K | 0.17% | 55 |
|
|
2013
Q3 | $1.62M | Sell |
31,278
-6,755
| -18% | -$349K | 0.16% | 55 |
|
|
2013
Q2 | $2.01M | Buy |
+38,033
| New | +$2.01M | 0.21% | 56 |
|