Northeast Financial Consultants’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 | $32.4M | Sell |
111,715
-8,956
| -7% | -$2.6M | 1.32% | 19 |
|
|
2025
Q1 | $29.6M | Sell |
120,671
-29,861
| -20% | -$7.32M | 1.31% | 17 |
|
|
2024
Q4 | $36.1M | Sell |
150,532
-19,143
| -11% | -$4.59M | 1.52% | 16 |
|
|
2024
Q3 | $35.8M | Buy |
169,675
+74
| +0% | +$15.6K | 1.56% | 14 |
|
|
2024
Q2 | $34.3M | Sell |
169,601
-9,751
| -5% | -$1.97M | 1.58% | 16 |
|
|
2024
Q1 | $35.9M | Buy |
179,352
+1,169
| +0.7% | +$234K | 1.76% | 13 |
|
|
2023
Q4 | $30.3M | Sell |
178,183
-692
| -0.4% | -$118K | 1.68% | 14 |
|
|
2023
Q3 | $25.9M | Buy |
178,875
+1,053
| +0.6% | +$153K | 1.63% | 15 |
|
|
2023
Q2 | $25.9M | Buy |
177,822
+1,528
| +0.9% | +$222K | 1.59% | 14 |
|
|
2023
Q1 | $23M | Buy |
176,294
+39,208
| +29% | +$5.11M | 1.47% | 15 |
|
|
2022
Q4 | $18.4M | Sell |
137,086
-34,351
| -20% | -$4.61M | 1.24% | 17 |
|
|
2022
Q3 | $17.9M | Sell |
171,437
-1,441
| -0.8% | -$151K | 1.31% | 15 |
|
|
2022
Q2 | $19.5M | Sell |
172,878
-1,767
| -1% | -$199K | 1.36% | 17 |
|
|
2022
Q1 | $23.8M | Buy |
174,645
+9,127
| +6% | +$1.24M | 1.38% | 16 |
|
|
2021
Q4 | $26.2M | Buy |
165,518
+1,419
| +0.9% | +$225K | 1.58% | 14 |
|
|
2021
Q3 | $26.9M | Buy |
164,099
+1,406
| +0.9% | +$230K | 1.79% | 15 |
|
|
2021
Q2 | $25.3M | Buy |
162,693
+2,453
| +2% | +$382K | 1.7% | 15 |
|
|
2021
Q1 | $24.4M | Buy |
160,240
+44,506
| +38% | +$6.78M | 1.86% | 15 |
|
|
2020
Q4 | $14.7M | Sell |
115,734
-86,740
| -43% | -$11M | 1.22% | 19 |
|
|
2020
Q3 | $19.5M | Buy |
202,474
+10,001
| +5% | +$963K | 1.76% | 16 |
|
|
2020
Q2 | $18.1M | Buy |
192,473
+7,240
| +4% | +$681K | 1.74% | 15 |
|
|
2020
Q1 | $16.7M | Sell |
185,233
-28,781
| -13% | -$2.59M | 1.89% | 14 |
|
|
2019
Q4 | $29.8M | Buy |
214,014
+8,598
| +4% | +$1.2M | 2.67% | 7 |
|
|
2019
Q3 | $24.2M | Buy |
205,416
+12,454
| +6% | +$1.47M | 2.46% | 7 |
|
|
2019
Q2 | $21.6M | Buy |
192,962
+4,028
| +2% | +$450K | 2.21% | 9 |
|
|
2019
Q1 | $19.1M | Buy |
188,934
+28,552
| +18% | +$2.89M | 2.12% | 9 |
|
|
2018
Q4 | $15.7M | Buy |
160,382
+138,622
| +637% | +$13.5M | 2.18% | 9 |
|
|
2018
Q3 | $2.46M | Buy |
21,760
+6,764
| +45% | +$763K | 0.67% | 29 |
|
|
2018
Q2 | $1.56M | Hold |
14,996
| – | – | 0.48% | 34 |
|
|
2018
Q1 | $1.65M | Sell |
14,996
-1,000
| -6% | -$110K | 0.55% | 32 |
|
|
2017
Q4 | $1.71M | Buy |
15,996
+816
| +5% | +$87.2K | 0.57% | 32 |
|
|
2017
Q3 | $1.45M | Sell |
15,180
-500
| -3% | -$47.8K | 0.53% | 32 |
|
|
2017
Q2 | $1.43M | Buy |
15,680
+580
| +4% | +$53K | 0.56% | 33 |
|
|
2017
Q1 | $1.33M | Hold |
15,100
| – | – | 0.55% | 35 |
|
|
2016
Q4 | $1.3M | Sell |
15,100
-100
| -0.7% | -$8.63K | 0.58% | 34 |
|
|
2016
Q3 | $1.01M | Sell |
15,200
-728
| -5% | -$48.5K | 0.43% | 44 |
|
|
2016
Q2 | $990K | Hold |
15,928
| – | – | 0.44% | 39 |
|
|
2016
Q1 | $943K | Buy |
15,928
+3,978
| +33% | +$236K | 0.49% | 39 |
|
|
2015
Q4 | $789K | Sell |
11,950
-487
| -4% | -$32.2K | 0.41% | 48 |
|
|
2015
Q3 | $758K | Buy |
12,437
+12
| +0.1% | +$731 | 0.39% | 51 |
|
|
2015
Q2 | $842K | Sell |
12,425
-1,988
| -14% | -$135K | 0.38% | 53 |
|
|
2015
Q1 | $873K | Buy |
14,413
+10,014
| +228% | +$607K | 0.4% | 51 |
|
|
2014
Q4 | $275K | Buy |
4,399
+13
| +0.3% | +$813 | 0.14% | 103 |
|
|
2014
Q3 | $264K | Buy |
4,386
+12
| +0.3% | +$722 | 0.14% | 107 |
|
|
2014
Q2 | $252K | Sell |
4,374
-20
| -0.5% | -$1.15K | 0.14% | 103 |
|
|
2014
Q1 | $267K | Sell |
4,394
-66
| -1% | -$4.01K | 0.16% | 96 |
|
|
2013
Q4 | $261K | Buy |
+4,460
| New | +$261K | 0.17% | 81 |
|