Noesis Capital Mangement’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 | $39.8M | Sell |
137,377
-1,887
| -1% | -$547K | 6.92% | 1 |
|
|
2025
Q1 | $34.2M | Buy |
139,264
+117
| +0.1% | +$28.7K | 6.79% | 1 |
|
|
2024
Q4 | $33.4M | Sell |
139,147
-60
| -0% | -$14.4K | 6.37% | 2 |
|
|
2024
Q3 | $29.4M | Buy |
139,207
+13,972
| +11% | +$2.95M | 5.83% | 2 |
|
|
2024
Q2 | $25.3M | Buy |
125,235
+169
| +0.1% | +$34.2K | 5.62% | 2 |
|
|
2024
Q1 | $25.1M | Sell |
125,066
-4,154
| -3% | -$832K | 5.56% | 1 |
|
|
2023
Q4 | $22M | Sell |
129,220
-1,546
| -1% | -$263K | 5.18% | 2 |
|
|
2023
Q3 | $19M | Buy |
130,766
+81
| +0.1% | +$11.7K | 4.97% | 2 |
|
|
2023
Q2 | $19M | Sell |
130,685
-3,373
| -3% | -$491K | 4.68% | 2 |
|
|
2023
Q1 | $17.5M | Buy |
134,058
+1,745
| +1% | +$227K | 4.42% | 2 |
|
|
2022
Q4 | $17.7M | Buy |
132,313
+594
| +0.5% | +$79.7K | 5.04% | 1 |
|
|
2022
Q3 | $13.8M | Sell |
131,719
-454
| -0.3% | -$47.4K | 4.17% | 2 |
|
|
2022
Q2 | $14.9M | Sell |
132,173
-4,240
| -3% | -$477K | 4.42% | 2 |
|
|
2022
Q1 | $18.6M | Buy |
136,413
+3,867
| +3% | +$527K | 4.47% | 3 |
|
|
2021
Q4 | $21M | Sell |
132,546
-18,536
| -12% | -$2.94M | 4.23% | 4 |
|
|
2021
Q3 | $24.7M | Buy |
151,082
+1,989
| +1% | +$326K | 4.83% | 2 |
|
|
2021
Q2 | $22.6M | Buy |
149,093
+1,981
| +1% | +$301K | 4.63% | 3 |
|
|
2021
Q1 | $22.4M | Buy |
147,112
+2,052
| +1% | +$312K | 5.03% | 1 |
|
|
2020
Q4 | $18.4M | Sell |
145,060
-463
| -0.3% | -$58.8K | 4.55% | 2 |
|
|
2020
Q3 | $14M | Sell |
145,523
-2,471
| -2% | -$238K | 3.97% | 4 |
|
|
2020
Q2 | $13.9M | Sell |
147,994
-4,086
| -3% | -$384K | 4.4% | 4 |
|
|
2020
Q1 | $13.7M | Sell |
152,080
-760
| -0.5% | -$68.4K | 5.04% | 1 |
|
|
2019
Q4 | $21.3M | Buy |
152,840
+8,852
| +6% | +$1.23M | 5.94% | 1 |
|
|
2019
Q3 | $16.9M | Sell |
143,988
-845
| -0.6% | -$99.4K | 5.48% | 1 |
|
|
2019
Q2 | $16.2M | Sell |
144,833
-1,606
| -1% | -$180K | 5.52% | 1 |
|
|
2019
Q1 | $14.8M | Sell |
146,439
-632
| -0.4% | -$64K | 5.36% | 1 |
|
|
2018
Q4 | $14.4M | Sell |
147,071
-1,614
| -1% | -$158K | 5.83% | 1 |
|
|
2018
Q3 | $16.8M | Sell |
148,685
-3,666
| -2% | -$414K | 5.88% | 1 |
|
|
2018
Q2 | $15.9M | Sell |
152,351
-946
| -0.6% | -$98.6K | 5.83% | 1 |
|
|
2018
Q1 | $16.9M | Sell |
153,297
-1,675
| -1% | -$184K | 6.25% | 1 |
|
|
2017
Q4 | $16.6M | Sell |
154,972
-824
| -0.5% | -$88.1K | 5.96% | 1 |
|
|
2017
Q3 | $14.9M | Sell |
155,796
-5,848
| -4% | -$559K | 5.58% | 1 |
|
|
2017
Q2 | $14.8M | Buy |
161,644
+455
| +0.3% | +$41.6K | 5.66% | 1 |
|
|
2017
Q1 | $14.2M | Sell |
161,189
-2,446
| -1% | -$215K | 5.4% | 1 |
|
|
2016
Q4 | $14.1M | Sell |
163,635
-2,888
| -2% | -$249K | 5.9% | 1 |
|
|
2016
Q3 | $11.1M | Sell |
166,523
-272
| -0.2% | -$18.1K | 4.77% | 1 |
|
|
2016
Q2 | $10.4M | Buy |
166,795
+476
| +0.3% | +$29.6K | 4.61% | 1 |
|
|
2016
Q1 | $9.85M | Buy |
166,319
+1,405
| +0.9% | +$83.2K | 4.48% | 1 |
|
|
2015
Q4 | $10.9M | Buy |
164,914
+1,468
| +0.9% | +$96.9K | 5.18% | 1 |
|
|
2015
Q3 | $9.97M | Buy |
163,446
+498
| +0.3% | +$30.4K | 5.27% | 1 |
|
|
2015
Q2 | $11M | Sell |
162,948
-194
| -0.1% | -$13.1K | 4.76% | 1 |
|
|
2015
Q1 | $9.88M | Buy |
163,142
+2,601
| +2% | +$158K | 4.09% | 2 |
|
|
2014
Q4 | $10M | Sell |
160,541
-292
| -0.2% | -$18.3K | 4.21% | 2 |
|
|
2014
Q3 | $9.69M | Buy |
160,833
+1,035
| +0.6% | +$62.4K | 4.22% | 2 |
|
|
2014
Q2 | $9.21M | Buy |
159,798
+2,230
| +1% | +$128K | 4.16% | 2 |
|
|
2014
Q1 | $9.57M | Buy |
157,568
+3,210
| +2% | +$195K | 4.7% | 1 |
|
|
2013
Q4 | $9.03M | Sell |
154,358
-1,603
| -1% | -$93.7K | 4.45% | 2 |
|
|
2013
Q3 | $8.06M | Sell |
155,961
-3,279
| -2% | -$169K | 4.25% | 1 |
|
|
2013
Q2 | $8.41M | Buy |
+159,240
| New | +$8.41M | 4.49% | 1 |
|