NAM
NorthCrest Asset Manangement’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.1M | Buy |
220,076
+1,173
| +0.5% | +$347K | 1.75% | 6 |
|
|
2025
Q1 | $53.7M | Sell |
218,903
-11,192
| -5% | -$2.75M | 1.62% | 6 |
|
|
2024
Q4 | $55.2M | Sell |
230,095
-1,077
| -0.5% | -$258K | 1.65% | 7 |
|
|
2024
Q3 | $48.7M | Buy |
231,172
+2,116
| +0.9% | +$446K | 1.47% | 8 |
|
|
2024
Q2 | $46.3M | Buy |
229,056
+3,697
| +2% | +$748K | 1.54% | 8 |
|
|
2024
Q1 | $45.1M | Sell |
225,359
-3,310
| -1% | -$663K | 1.54% | 7 |
|
|
2023
Q4 | $38.9M | Sell |
228,669
-41,190
| -15% | -$7.01M | 1.47% | 9 |
|
|
2023
Q3 | $39.1M | Sell |
269,859
-5,626
| -2% | -$816K | 1.6% | 5 |
|
|
2023
Q2 | $40.1M | Sell |
275,485
-513
| -0.2% | -$74.6K | 1.59% | 5 |
|
|
2023
Q1 | $36M | Buy |
275,998
+49,968
| +22% | +$6.51M | 1.5% | 5 |
|
|
2022
Q4 | $30.3M | Sell |
226,030
-12,771
| -5% | -$1.71M | 1.72% | 7 |
|
|
2022
Q3 | $25M | Buy |
238,801
+8,646
| +4% | +$903K | 1.35% | 9 |
|
|
2022
Q2 | $25.9M | Buy |
230,155
+23,345
| +11% | +$2.63M | 1.33% | 10 |
|
|
2022
Q1 | $28.2M | Buy |
206,810
+108,886
| +111% | +$14.8M | 1.34% | 11 |
|
|
2021
Q4 | $15.5M | Buy |
+97,924
| New | +$15.5M | 0.85% | 35 |
|