Nisa Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271M | Sell |
935,524
-5,282
| -0.6% | -$1.53M | 1.22% | 10 |
|
|
2025
Q1 | $231M | Sell |
940,806
-8,324
| -0.9% | -$2.04M | 1.15% | 10 |
|
|
2024
Q4 | $228M | Sell |
949,130
-15,228
| -2% | -$3.65M | 0.88% | 13 |
|
|
2024
Q3 | $203M | Sell |
964,358
-20,076
| -2% | -$4.23M | 1.2% | 10 |
|
|
2024
Q2 | $199M | Buy |
984,434
+38,540
| +4% | +$7.8M | 1.25% | 9 |
|
|
2024
Q1 | $189M | Sell |
945,894
-39,096
| -4% | -$7.83M | 1.23% | 8 |
|
|
2023
Q4 | $168M | Sell |
984,990
-19,836
| -2% | -$3.37M | 1.19% | 9 |
|
|
2023
Q3 | $146M | Buy |
1,004,826
+14,562
| +1% | +$2.11M | 1.11% | 8 |
|
|
2023
Q2 | $144M | Buy |
990,264
+964
| +0.1% | +$140K | 1.06% | 9 |
|
|
2023
Q1 | $129M | Sell |
989,300
-122,380
| -11% | -$15.9M | 1.01% | 8 |
|
|
2022
Q4 | $149M | Buy |
1,111,680
+136,353
| +14% | +$18.3M | 1.18% | 7 |
|
|
2022
Q3 | $102M | Buy |
975,327
+2,158
| +0.2% | +$227K | 0.87% | 11 |
|
|
2022
Q2 | $110M | Sell |
973,169
-9,786
| -1% | -$1.1M | 0.96% | 10 |
|
|
2022
Q1 | $134M | Sell |
982,955
-20,582
| -2% | -$2.81M | 0.94% | 12 |
|
|
2021
Q4 | $149M | Sell |
1,003,537
-17,086
| -2% | -$2.54M | 1.12% | 11 |
|
|
2021
Q3 | $167K | Sell |
1,020,623
-9,189
| -0.9% | -$1.5K | 1.01% | 9 |
|
|
2021
Q2 | $160K | Sell |
1,029,812
-66,813
| -6% | -$10.4K | 1% | 10 |
|
|
2021
Q1 | $167K | Sell |
1,096,625
-42,930
| -4% | -$6.54K | 1.06% | 9 |
|
|
2020
Q4 | $145M | Buy |
1,139,555
+1,657
| +0.1% | +$211K | 0.93% | 10 |
|
|
2020
Q3 | $110M | Sell |
1,137,898
-57,747
| -5% | -$5.56M | 0.88% | 16 |
|
|
2020
Q2 | $112M | Sell |
1,195,645
-13,019
| -1% | -$1.22M | 1.03% | 11 |
|
|
2020
Q1 | $109M | Sell |
1,208,664
-3,941
| -0.3% | -$355K | 1.21% | 8 |
|
|
2019
Q4 | $169M | Sell |
1,212,605
-48,750
| -4% | -$6.8M | 1.45% | 5 |
|
|
2019
Q3 | $148M | Sell |
1,261,355
-32,936
| -3% | -$3.88M | 1.32% | 6 |
|
|
2019
Q2 | $145M | Sell |
1,294,291
-45,896
| -3% | -$5.13M | 1.37% | 4 |
|
|
2019
Q1 | $136M | Buy |
1,340,187
+15,050
| +1% | +$1.52M | 1.32% | 7 |
|
|
2018
Q4 | $129M | Sell |
1,325,137
-89,722
| -6% | -$8.76M | 1.44% | 5 |
|
|
2018
Q3 | $160M | Buy |
1,414,859
+77,320
| +6% | +$8.72M | 1.45% | 5 |
|
|
2018
Q2 | $139M | Buy |
1,337,539
+75,236
| +6% | +$7.84M | 1.43% | 5 |
|
|
2018
Q1 | $140M | Sell |
1,262,303
-37,250
| -3% | -$4.14M | 1.47% | 5 |
|
|
2017
Q4 | $139M | Buy |
1,299,553
+11,910
| +0.9% | +$1.27M | 1.43% | 7 |
|
|
2017
Q3 | $123M | Sell |
1,287,643
-865
| -0.1% | -$82.6K | 1.38% | 5 |
|
|
2017
Q2 | $116M | Sell |
1,288,508
-9,428
| -0.7% | -$846K | 1.36% | 5 |
|
|
2017
Q1 | $114M | Sell |
1,297,936
-16,343
| -1% | -$1.44M | 1.35% | 5 |
|
|
2016
Q4 | $113M | Sell |
1,314,279
-5,419
| -0.4% | -$468K | 1.38% | 5 |
|
|
2016
Q3 | $87.9M | Sell |
1,319,698
-18,134
| -1% | -$1.21M | 1.14% | 8 |
|
|
2016
Q2 | $83.1M | Buy |
1,337,832
+34,306
| +3% | +$2.13M | 1.12% | 8 |
|
|
2016
Q1 | $77.2M | Buy |
1,303,526
+2,520
| +0.2% | +$149K | 1.11% | 9 |
|
|
2015
Q4 | $85.9M | Sell |
1,301,006
-11,980
| -0.9% | -$791K | 1.23% | 8 |
|
|
2015
Q3 | $80.4M | Sell |
1,312,986
-17,895
| -1% | -$1.1M | 1.23% | 8 |
|
|
2015
Q2 | $90.2M | Sell |
1,330,881
-18,084
| -1% | -$1.23M | 1.28% | 8 |
|
|
2015
Q1 | $81.7M | Buy |
1,348,965
+6,700
| +0.5% | +$406K | 1.13% | 8 |
|
|
2014
Q4 | $84M | Sell |
1,342,265
-24,800
| -2% | -$1.55M | 1.15% | 10 |
|
|
2014
Q3 | $82.4M | Sell |
1,367,065
-47,800
| -3% | -$2.88M | 1.15% | 9 |
|
|
2014
Q2 | $81.5M | Sell |
1,414,865
-691
| -0% | -$39.8K | 1.13% | 10 |
|
|
2014
Q1 | $85.9M | Sell |
1,415,556
-8,900
| -0.6% | -$540K | 1.22% | 11 |
|
|
2013
Q4 | $83.3M | Sell |
1,424,456
-14,931
| -1% | -$873K | 1.19% | 11 |
|
|
2013
Q3 | $74.4M | Sell |
1,439,387
-23,018
| -2% | -$1.19M | 1.14% | 12 |
|
|
2013
Q2 | $77.2M | Buy |
+1,462,405
| New | +$77.2M | 1.2% | 13 |
|