North Ridge Wealth 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 | $503K | Hold |
1,736
| – | – | 0.31% | 30 |
|
|
2025
Q1 | $426K | Hold |
1,736
| – | – | 0.28% | 31 |
|
|
2024
Q4 | $416K | Hold |
1,736
| – | – | 0.29% | 34 |
|
|
2024
Q3 | $366K | Hold |
1,736
| – | – | 0.25% | 37 |
|
|
2024
Q2 | $351K | Hold |
1,736
| – | – | 0.27% | 38 |
|
|
2024
Q1 | $348K | Hold |
1,736
| – | – | 0.27% | 36 |
|
|
2023
Q4 | $295K | Hold |
1,736
| – | – | 0.25% | 37 |
|
|
2023
Q3 | $252K | Hold |
1,736
| – | – | 0.25% | 35 |
|
|
2023
Q2 | $252K | Hold |
1,736
| – | – | 0.24% | 35 |
|
|
2023
Q1 | $226K | Buy |
+1,736
| New | +$226K | 0.23% | 38 |
|