NAM
Nissay Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $124M | Sell |
505,555
-59,174
| -10% | -$14.5M | 0.81% | 22 |
|
|
2024
Q4 | $136M | Buy |
564,729
+44,993
| +9% | +$10.9M | 0.83% | 20 |
|
|
2024
Q3 | $110M | Buy |
519,736
+25,319
| +5% | +$5.34M | 0.69% | 25 |
|
|
2024
Q2 | $100M | Sell |
494,417
-263,381
| -35% | -$53.3M | 0.66% | 26 |
|
|
2024
Q1 | $152M | Buy |
757,798
+197,764
| +35% | +$39.6M | 1.05% | 20 |
|
|
2023
Q4 | $95.3M | Sell |
560,034
-214,965
| -28% | -$36.6M | 0.77% | 27 |
|
|
2023
Q3 | $112M | Buy |
774,999
+272,002
| +54% | +$39.4M | 1% | 19 |
|
|
2023
Q2 | $73.2M | Sell |
502,997
-98,936
| -16% | -$14.4M | 0.63% | 29 |
|
|
2023
Q1 | $78.4M | Sell |
601,933
-150,218
| -20% | -$19.6M | 0.7% | 25 |
|
|
2022
Q4 | $101M | Buy |
752,151
+233,195
| +45% | +$31.3M | 0.96% | 20 |
|
|
2022
Q3 | $54.2M | Sell |
518,956
-103,028
| -17% | -$10.8M | 0.57% | 32 |
|
|
2022
Q2 | $70M | Buy |
621,984
+82,685
| +15% | +$9.31M | 0.7% | 26 |
|
|
2022
Q1 | $73.5M | Sell |
539,299
-408,076
| -43% | -$55.6M | 0.64% | 26 |
|
|
2021
Q4 | $150M | Buy |
947,375
+82,952
| +10% | +$13.1M | 1.15% | 14 |
|
|
2021
Q3 | $141M | Buy |
864,423
+90,914
| +12% | +$14.9M | 1.2% | 13 |
|
|
2021
Q2 | $120M | Buy |
773,509
+88,818
| +13% | +$13.8M | 1.06% | 13 |
|
|
2021
Q1 | $104M | Buy |
684,691
+57,622
| +9% | +$8.77M | 1.03% | 13 |
|
|
2020
Q4 | $79.7M | Buy |
627,069
+58,965
| +10% | +$7.49M | 1.2% | 6 |
|
|
2020
Q3 | $54.7M | Sell |
568,104
-19,228
| -3% | -$1.85M | 0.92% | 12 |
|
|
2020
Q2 | $55.2M | Buy |
587,332
+49,593
| +9% | +$4.66M | 1.07% | 11 |
|
|
2020
Q1 | $48.4M | Buy |
537,739
+105,032
| +24% | +$9.46M | 1.23% | 7 |
|
|
2019
Q4 | $60.3M | Buy |
432,707
+49,124
| +13% | +$6.85M | 1.34% | 6 |
|
|
2019
Q3 | $45.1M | Sell |
383,583
-19,118
| -5% | -$2.25M | 1.1% | 8 |
|
|
2019
Q2 | $45M | Sell |
402,701
-41,103
| -9% | -$4.6M | 1.14% | 8 |
|
|
2019
Q1 | $44.9M | Buy |
443,804
+5,451
| +1% | +$552K | 1.19% | 8 |
|
|
2018
Q4 | $42.8M | Buy |
438,353
+59,574
| +16% | +$5.82M | 1.3% | 6 |
|
|
2018
Q3 | $42.7M | Buy |
378,779
+6,928
| +2% | +$782K | 1.15% | 8 |
|
|
2018
Q2 | $38.7M | Buy |
371,851
+1,153
| +0.3% | +$120K | 1.13% | 9 |
|
|
2018
Q1 | $40.8M | Sell |
370,698
-14,990
| -4% | -$1.65M | 1.27% | 8 |
|
|
2017
Q4 | $41.2M | Buy |
+385,688
| New | +$41.2M | 1.26% | 8 |
|