Northside Capital Management’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
Q3 | $19.4M | Buy |
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|
2025
Q2 | $17.7M | Buy |
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|
2025
Q1 | $1.76M | Buy |
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|
2024
Q4 | $1.68M | Buy |
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|
2024
Q3 | $1.42M | Hold |
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|
2024
Q2 | $1.37M | Buy |
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|
2024
Q1 | $1.34M | Hold |
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|
2023
Q4 | $1.14M | Hold |
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|
2023
Q3 | $972K | Hold |
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|
2023
Q2 | $974K | Sell |
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|
2023
Q1 | $893K | Hold |
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|
2022
Q4 | $919K | Buy |
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|
2022
Q3 | $703K | Buy |
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|
2022
Q2 | $746K | Hold |
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|
2022
Q1 | $904K | Hold |
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|
2021
Q4 | $1.05M | Sell |
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|
2021
Q3 | $1.15M | Hold |
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|
2021
Q2 | $1.09M | Sell |
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|
2021
Q1 | $1.27M | Sell |
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|
2020
Q4 | $1.79M | Sell |
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|
2020
Q3 | $1.57M | Sell |
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|
2020
Q2 | $1.66M | Buy |
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|
2020
Q1 | $1.22M | Buy |
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|
2019
Q4 | $1.73M | Hold |
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|
2019
Q3 | $1.46M | Buy |
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|
2019
Q2 | $727K | Hold |
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|
2019
Q1 | $658K | Hold |
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|
2018
Q4 | $635K | Hold |
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|
2018
Q3 | $734K | Hold |
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|
2018
Q2 | $678K | Sell |
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|
2018
Q1 | $727K | Buy |
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|
2017
Q4 | $684K | Hold |
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|
2017
Q3 | $610K | Hold |
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|
2017
Q2 | $584K | Sell |
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|
2017
Q1 | $2.53M | Buy |
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|
2016
Q4 | $552K | Hold |
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|
2016
Q3 | $426K | Hold |
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|
2016
Q2 | $397K | Buy |
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|
2016
Q1 | $359K | Buy |
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