Northcape Wealth Management’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 | $5.6M | Sell |
19,322
-460
| -2% | -$133K | 1.71% | 13 |
|
|
2025
Q1 | $4.85M | Sell |
19,782
-436
| -2% | -$107K | 1.57% | 15 |
|
|
2024
Q4 | $4.85M | Sell |
20,218
-356
| -2% | -$85.3K | 1.57% | 15 |
|
|
2024
Q3 | $4.34M | Sell |
20,574
-291
| -1% | -$61.4K | 1.42% | 20 |
|
|
2024
Q2 | $4.22M | Buy |
20,865
+464
| +2% | +$93.8K | 1.52% | 17 |
|
|
2024
Q1 | $4.09M | Sell |
20,401
-1,841
| -8% | -$369K | 1.49% | 17 |
|
|
2023
Q4 | $3.78M | Sell |
22,242
-250
| -1% | -$42.5K | 1.37% | 20 |
|
|
2023
Q3 | $3.26M | Sell |
22,492
-330
| -1% | -$47.9K | 1.25% | 25 |
|
|
2023
Q2 | $3.32M | Sell |
22,822
-211
| -0.9% | -$30.7K | 1.2% | 26 |
|
|
2023
Q1 | $3M | Buy |
23,033
+4,713
| +26% | +$614K | 1.09% | 30 |
|
|
2022
Q4 | $2.46M | Sell |
18,320
-8,314
| -31% | -$1.11M | 1.37% | 23 |
|
|
2022
Q3 | $2.78M | Buy |
26,634
+4,531
| +20% | +$473K | 0.99% | 33 |
|
|
2022
Q2 | $2.49M | Sell |
22,103
-726
| -3% | -$81.8K | 0.95% | 34 |
|
|
2022
Q1 | $3.11M | Buy |
22,829
+1,211
| +6% | +$165K | 0.91% | 35 |
|
|
2021
Q4 | $3.42M | Buy |
+21,618
| New | +$3.42M | 1.15% | 27 |
|