Nordwand Advisors’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 | $11M | Buy |
37,850
+37,411
| +8,522% | +$10.8M | 1.72% | 9 |
|
|
2025
Q1 | $108K | Hold |
439
| – | – | 0.04% | 30 |
|
|
2024
Q4 | $105K | Hold |
439
| – | – | 0.04% | 34 |
|
|
2024
Q3 | $92.6K | Hold |
439
| – | – | 0.02% | 39 |
|
|
2024
Q2 | $88.8K | Hold |
439
| – | – | 0.04% | 59 |
|
|
2024
Q1 | $87.9K | Hold |
439
| – | – | 0.03% | 60 |
|
|
2023
Q4 | $74.7K | Hold |
439
| – | – | 0.02% | 60 |
|
|
2023
Q3 | $63.7K | Buy |
439
+209
| +91% | +$30.3K | 0.01% | 57 |
|
|
2023
Q2 | $33.5K | Hold |
230
| – | – | 0.01% | 70 |
|
|
2023
Q1 | $30K | Buy |
+230
| New | +$30K | ﹤0.01% | 75 |
|