Northside Capital Management’s JPMorgan Chase JPM Stock Holding History

Northside Capital Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$17.7M	Buy	61,152 +53,970	+751%	+$15.6M	1.35%	19
2025 Q1	$1.76M	Buy	7,182 +182	+3%	+$44.6K	0.29%	37
2024 Q4	$1.68M	Buy	7,000 +250	+4%	+$59.9K	0.45%	35
2024 Q3	$1.42M	Hold	6,750	–	–	0.22%	38
2024 Q2	$1.37M	Buy	6,750 +50	+0.7%	+$10.1K	0.23%	39
2024 Q1	$1.34M	Hold	6,700	–	–	0.24%	38
2023 Q4	$1.14M	Hold	6,700	–	–	0.36%	38
2023 Q3	$972K	Hold	6,700	–	–	0.22%	39
2023 Q2	$974K	Sell	6,700 -150	-2%	-$21.8K	0.34%	39
2023 Q1	$893K	Hold	6,850	–	–	0.24%	42
2022 Q4	$919K	Buy	6,850 +127	+2%	+$17K	0.28%	40
2022 Q3	$703K	Buy	6,723 +95	+1%	+$9.93K	0.23%	44
2022 Q2	$746K	Hold	6,628	–	–	0.24%	43
2022 Q1	$904K	Hold	6,628	–	–	0.24%	43
2021 Q4	$1.05M	Sell	6,628 -393	-6%	-$62.3K	0.28%	40
2021 Q3	$1.15M	Hold	7,021	–	–	0.32%	40
2021 Q2	$1.09M	Sell	7,021 -1,325	-16%	-$206K	0.27%	37
2021 Q1	$1.27M	Sell	8,346 -5,707	-41%	-$869K	0.35%	30
2020 Q4	$1.79M	Sell	14,053 -2,305	-14%	-$293K	0.53%	22
2020 Q3	$1.58M	Sell	16,358 -1,320	-7%	-$127K	0.51%	24
2020 Q2	$1.66M	Buy	17,678 +4,180	+31%	+$393K	0.57%	23
2020 Q1	$1.22M	Buy	13,498 +1,102	+9%	+$99.2K	0.59%	25
2019 Q4	$1.73M	Hold	12,396	–	–	0.59%	24
2019 Q3	$1.46M	Buy	12,396 +5,894	+91%	+$694K	0.52%	27
2019 Q2	$727K	Hold	6,502	–	–	0.29%	34
2019 Q1	$658K	Hold	6,502	–	–	0.26%	34
2018 Q4	$635K	Hold	6,502	–	–	0.28%	34
2018 Q3	$734K	Hold	6,502	–	–	0.26%	31
2018 Q2	$678K	Sell	6,502 -105	-2%	-$10.9K	0.24%	34
2018 Q1	$727K	Buy	6,607 +215	+3%	+$23.7K	0.24%	36
2017 Q4	$684K	Hold	6,392	–	–	0.2%	38
2017 Q3	$610K	Hold	6,392	–	–	0.26%	32
2017 Q2	$584K	Sell	6,392 -22,460	-78%	-$2.05M	0.25%	31
2017 Q1	$2.53M	Buy	28,852 +22,460	+351%	+$1.97M	0.69%	13
2016 Q4	$552K	Hold	6,392	–	–	0.2%	35
2016 Q3	$426K	Hold	6,392	–	–	0.16%	43
2016 Q2	$397K	Buy	6,392 +327	+5%	+$20.3K	0.19%	43
2016 Q1	$359K	Buy	+6,065	New	+$359K	0.23%	46