Nisa Investment Advisors’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 | $271M | Sell |
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|
2025
Q1 | $231M | Sell |
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|
2024
Q4 | $228M | Sell |
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|
2024
Q3 | $203M | Sell |
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|
2024
Q2 | $199M | Buy |
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|
2024
Q1 | $189M | Sell |
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|
2023
Q4 | $168M | Sell |
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|
2023
Q3 | $146M | Buy |
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|
2023
Q2 | $144M | Buy |
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|
2023
Q1 | $129M | Sell |
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|
2022
Q4 | $149M | Buy |
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|
2022
Q3 | $102M | Buy |
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|
2022
Q2 | $110M | Sell |
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|
2022
Q1 | $134M | Sell |
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|
2021
Q4 | $149M | Sell |
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|
2021
Q3 | $167K | Sell |
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|
2021
Q2 | $160K | Sell |
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|
2021
Q1 | $167K | Sell |
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|
2020
Q4 | $145M | Buy |
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|
2020
Q3 | $110M | Sell |
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|
2020
Q2 | $112M | Sell |
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|
2020
Q1 | $109M | Sell |
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|
2019
Q4 | $169M | Sell |
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|
2019
Q3 | $148M | Sell |
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|
2019
Q2 | $145M | Sell |
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|
2019
Q1 | $136M | Buy |
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|
2018
Q4 | $129M | Sell |
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|
2018
Q3 | $160M | Buy |
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|
2018
Q2 | $139M | Buy |
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|
2018
Q1 | $140M | Sell |
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|
2017
Q4 | $139M | Buy |
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|
2017
Q3 | $123M | Sell |
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|
2017
Q2 | $116M | Sell |
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|
2017
Q1 | $114M | Sell |
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|
2016
Q4 | $113M | Sell |
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|
2016
Q3 | $87.9M | Sell |
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|
2016
Q2 | $83.1M | Buy |
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|
2016
Q1 | $77.2M | Buy |
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|
2015
Q4 | $85.9M | Sell |
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|
2015
Q3 | $80.4M | Sell |
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|
2015
Q2 | $90.2M | Sell |
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|
2015
Q1 | $81.7M | Buy |
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|
2014
Q4 | $84M | Sell |
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|
2014
Q3 | $82.3M | Sell |
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|
2014
Q2 | $81.5M | Sell |
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|
2014
Q1 | $85.9M | Sell |
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|
2013
Q4 | $83.3M | Sell |
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|
2013
Q3 | $74.4M | Sell |
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|
2013
Q2 | $77.2M | Buy |
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