Northeast Financial Consultants’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.4M | Sell |
111,715
-8,956
| -7% | -$2.29M | 1.32% | 19 |
|
|
2025
Q1 | $29.6M | Sell |
120,671
-29,861
| -20% | -$7.61M | 1.31% | 17 |
|
|
2024
Q4 | $36.1M | Sell |
150,532
-19,143
| -11% | -$4.46M | 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% | -$1.91M | 1.58% | 16 |
|
|
2024
Q1 | $35.9M | Buy |
179,352
+1,169
| +0.7% | +$211K | 1.76% | 13 |
|
|
2023
Q4 | $30.3M | Sell |
178,183
-692
| -0.4% | -$105K | 1.68% | 14 |
|
|
2023
Q3 | $25.9M | Buy |
178,875
+1,053
| +0.6% | +$158K | 1.63% | 15 |
|
|
2023
Q2 | $25.9M | Buy |
177,822
+1,528
| +0.9% | +$210K | 1.59% | 14 |
|
|
2023
Q1 | $23M | Buy |
176,294
+39,208
| +29% | +$5.37M | 1.47% | 15 |
|
|
2022
Q4 | $18.4M | Sell |
137,086
-34,351
| -20% | -$4.35M | 1.24% | 17 |
|
|
2022
Q3 | $17.9M | Sell |
171,437
-1,441
| -0.8% | -$165K | 1.31% | 15 |
|
|
2022
Q2 | $19.5M | Sell |
172,878
-1,767
| -1% | -$219K | 1.36% | 17 |
|
|
2022
Q1 | $23.8M | Buy |
174,645
+9,127
| +6% | +$1.35M | 1.38% | 16 |
|
|
2021
Q4 | $26.2M | Buy |
165,518
+1,419
| +0.9% | +$233K | 1.58% | 14 |
|
|
2021
Q3 | $26.9M | Buy |
164,099
+1,406
| +0.9% | +$220K | 1.79% | 15 |
|
|
2021
Q2 | $25.3M | Buy |
162,693
+2,453
| +2% | +$385K | 1.7% | 15 |
|
|
2021
Q1 | $24.4M | Buy |
160,240
+44,506
| +38% | +$6.4M | 1.86% | 15 |
|
|
2020
Q4 | $14.7M | Sell |
115,734
-86,740
| -43% | -$9.7M | 1.22% | 19 |
|
|
2020
Q3 | $19.5M | Buy |
202,474
+10,001
| +5% | +$982K | 1.76% | 16 |
|
|
2020
Q2 | $18.1M | Buy |
192,473
+7,240
| +4% | +$687K | 1.74% | 15 |
|
|
2020
Q1 | $16.7M | Sell |
185,233
-28,781
| -13% | -$3.5M | 1.89% | 14 |
|
|
2019
Q4 | $29.8M | Buy |
214,014
+8,598
| +4% | +$1.1M | 2.67% | 7 |
|
|
2019
Q3 | $24.2M | Buy |
205,416
+12,454
| +6% | +$1.41M | 2.46% | 7 |
|
|
2019
Q2 | $21.6M | Buy |
192,962
+4,028
| +2% | +$444K | 2.21% | 9 |
|
|
2019
Q1 | $19.1M | Buy |
188,934
+28,552
| +18% | +$2.94M | 2.12% | 9 |
|
|
2018
Q4 | $15.7M | Buy |
160,382
+138,622
| +637% | +$14.8M | 2.18% | 9 |
|
|
2018
Q3 | $2.46M | Buy |
21,760
+6,764
| +45% | +$768K | 0.67% | 29 |
|
|
2018
Q2 | $1.56M | Hold |
14,996
| – | – | 0.48% | 34 |
|
|
2018
Q1 | $1.65M | Sell |
14,996
-1,000
| -6% | -$113K | 0.55% | 32 |
|
|
2017
Q4 | $1.71M | Buy |
15,996
+816
| +5% | +$82.6K | 0.57% | 32 |
|
|
2017
Q3 | $1.45M | Sell |
15,180
-500
| -3% | -$46.1K | 0.53% | 32 |
|
|
2017
Q2 | $1.43M | Buy |
15,680
+580
| +4% | +$50K | 0.56% | 33 |
|
|
2017
Q1 | $1.33M | Hold |
15,100
| – | – | 0.55% | 35 |
|
|
2016
Q4 | $1.3M | Sell |
15,100
-100
| -0.7% | -$7.63K | 0.58% | 34 |
|
|
2016
Q3 | $1.01M | Sell |
15,200
-728
| -5% | -$47.5K | 0.43% | 44 |
|
|
2016
Q2 | $990K | Hold |
15,928
| – | – | 0.44% | 39 |
|
|
2016
Q1 | $943K | Buy |
15,928
+3,978
| +33% | +$232K | 0.49% | 39 |
|
|
2015
Q4 | $789K | Sell |
11,950
-487
| -4% | -$31.7K | 0.41% | 48 |
|
|
2015
Q3 | $758K | Buy |
12,437
+12
| +0.1% | +$786 | 0.39% | 51 |
|
|
2015
Q2 | $842K | Sell |
12,425
-1,988
| -14% | -$130K | 0.38% | 53 |
|
|
2015
Q1 | $873K | Buy |
14,413
+10,014
| +228% | +$593K | 0.4% | 51 |
|
|
2014
Q4 | $275K | Buy |
4,399
+13
| +0.3% | +$782 | 0.14% | 103 |
|
|
2014
Q3 | $264K | Buy |
4,386
+12
| +0.3% | +$701 | 0.14% | 107 |
|
|
2014
Q2 | $252K | Sell |
4,374
-20
| -0.5% | -$1.12K | 0.14% | 103 |
|
|
2014
Q1 | $267K | Sell |
4,394
-66
| -1% | -$3.81K | 0.16% | 96 |
|
|
2013
Q4 | $261K | Buy |
+4,460
| New | +$244K | 0.17% | 81 |
|
Other funds holding JPM
Northeast Financial Consultants's JPM Position: Q2 2025 in Review
Northeast Financial Consultants reduced its JPMorgan Chase (JPM) stake by 7.4% in Q2 2025, selling an estimated $2.29M and leaving 111,715 shares worth $32.4M. The position accounts for 1.32% of the portfolio, ranked #19.
Northeast Financial Consultants first reported a position in JPM in Q4 2013 and has held it in 47 quarters since. The position peaked at $36.1M in Q4 2024. 4,740 funds tracked by Wall St. Rank hold JPM as of Q2 2025.
- Northeast Financial Consultants held 111,715 shares of JPMorgan Chase worth $32.4M as of Q2 2025.
- Northeast Financial Consultants sold 8,956 JPMorgan Chase shares in Q2 2025, an estimated $2.29M.
- JPMorgan Chase made up 1.32% of Northeast Financial Consultants's portfolio in Q2 2025, its #19 holding.
- Northeast Financial Consultants first reported a position in JPMorgan Chase in Q4 2013 and has held it in 47 quarters since.
- Northeast Financial Consultants's JPMorgan Chase position peaked at $36.1M in Q4 2024.
- 4,740 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.
Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.