NorthRock Partners’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 | $17.6M | Buy |
68,583
+7,245
| +12% | +$1.86M | 0.46% | 33 |
|
|
2025
Q1 | $13.2M | Buy |
61,338
+677
| +1% | +$145K | 0.44% | 33 |
|
|
2024
Q4 | $12.7M | Buy |
60,661
+1,896
| +3% | +$397K | 0.41% | 36 |
|
|
2024
Q3 | $11.6M | Buy |
58,765
+105
| +0.2% | +$20.7K | 0.38% | 36 |
|
|
2024
Q2 | $11.1M | Buy |
58,660
+1,240
| +2% | +$235K | 0.42% | 35 |
|
|
2024
Q1 | $10.8M | Buy |
57,420
+6,538
| +13% | +$1.23M | 0.41% | 37 |
|
|
2023
Q4 | $8.65M | Buy |
50,882
+18,343
| +56% | +$3.12M | 0.36% | 40 |
|
|
2023
Q3 | $4.72M | Buy |
32,539
+5,353
| +20% | +$776K | 0.49% | 29 |
|
|
2023
Q2 | $3.95M | Sell |
27,186
-1,531
| -5% | -$223K | 0.43% | 30 |
|
|
2023
Q1 | $3.74M | Sell |
28,717
-820
| -3% | -$107K | 0.4% | 31 |
|
|
2022
Q4 | $3.96M | Buy |
29,537
+1,459
| +5% | +$196K | 0.45% | 30 |
|
|
2022
Q3 | $2.93M | Buy |
28,078
+1,831
| +7% | +$191K | 0.34% | 35 |
|
|
2022
Q2 | $2.96M | Sell |
26,247
-1,006
| -4% | -$113K | 0.31% | 39 |
|
|
2022
Q1 | $3.72M | Sell |
27,253
-1,392
| -5% | -$190K | 0.33% | 37 |
|
|
2021
Q4 | $4.54M | Buy |
28,645
+2,727
| +11% | +$432K | 0.34% | 32 |
|
|
2021
Q3 | $4.3M | Buy |
25,918
+1,740
| +7% | +$289K | 0.35% | 33 |
|
|
2021
Q2 | $3.76M | Sell |
24,178
-528
| -2% | -$82.1K | 0.31% | 35 |
|
|
2021
Q1 | $3.76M | Buy |
24,706
+639
| +3% | +$97.3K | 0.34% | 35 |
|
|
2020
Q4 | $3.06M | Sell |
24,067
-1,618
| -6% | -$206K | 0.3% | 40 |
|
|
2020
Q3 | $2.47M | Sell |
25,685
-7,868
| -23% | -$758K | 0.27% | 42 |
|
|
2020
Q2 | $3.16M | Buy |
33,553
+6,865
| +26% | +$646K | 0.37% | 36 |
|
|
2020
Q1 | $2.4M | Buy |
26,688
+275
| +1% | +$24.8K | 0.34% | 47 |
|
|
2019
Q4 | $3.68M | Buy |
26,413
+2,566
| +11% | +$358K | 0.39% | 45 |
|
|
2019
Q3 | $2.81M | Buy |
+23,847
| New | +$2.81M | 0.38% | 55 |
|
|
2019
Q1 | – | Sell |
-2,168
| Closed | -$202K | – | 101 |
|
|
2018
Q4 | $202K | Buy |
2,168
+245
| +13% | +$22.8K | 0.06% | 90 |
|
|
2018
Q3 | $217K | Sell |
1,923
-22
| -1% | -$2.48K | 0.06% | 60 |
|
|
2018
Q2 | $202K | Buy |
1,945
+101
| +5% | +$10.5K | 0.07% | 57 |
|
|
2018
Q1 | $203K | Buy |
+1,844
| New | +$203K | 0.07% | 54 |
|