Northwest Capital Management’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 | $122K | Sell |
422
-37
| -8% | -$10.7K | 0.07% | 121 |
|
|
2025
Q1 | $113K | Hold |
459
| – | – | 0.05% | 145 |
|
|
2024
Q4 | $110K | Sell |
459
-120
| -21% | -$28.8K | 0.05% | 144 |
|
|
2024
Q3 | $122K | Hold |
579
| – | – | 0.04% | 141 |
|
|
2024
Q2 | $117K | Sell |
579
-725
| -56% | -$147K | 0.04% | 141 |
|
|
2024
Q1 | $261K | Hold |
1,304
| – | – | 0.08% | 104 |
|
|
2023
Q4 | $222K | Hold |
1,304
| – | – | 0.07% | 110 |
|
|
2023
Q3 | $189K | Hold |
1,304
| – | – | 0.07% | 111 |
|
|
2023
Q2 | $190K | Buy |
+1,304
| New | +$190K | 0.08% | 107 |
|