NEI
Northwest & Ethical Investments’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.9M | Sell |
92,945
-10,254
| -10% | -$2.97M | 0.67% | 39 |
|
|
2025
Q1 | $25.3M | Buy |
103,199
+9,758
| +10% | +$2.39M | 0.69% | 35 |
|
|
2024
Q4 | $22.4M | Buy |
93,441
+20,862
| +29% | +$5M | 0.61% | 43 |
|
|
2024
Q3 | $15.3M | Sell |
72,579
-8,370
| -10% | -$1.76M | 0.4% | 80 |
|
|
2024
Q2 | $16.4M | Sell |
80,949
-453
| -0.6% | -$91.6K | 0.47% | 70 |
|
|
2024
Q1 | $16.3M | Sell |
81,402
-35,644
| -30% | -$7.14M | 0.47% | 70 |
|
|
2023
Q4 | $19.9M | Sell |
117,046
-12,025
| -9% | -$2.05M | 0.61% | 47 |
|
|
2023
Q3 | $18.7M | Sell |
129,071
-4,352
| -3% | -$631K | 0.63% | 45 |
|
|
2023
Q2 | $19.4M | Sell |
133,423
-2,773
| -2% | -$403K | 0.62% | 44 |
|
|
2023
Q1 | $17.7M | Sell |
136,196
-434
| -0.3% | -$56.6K | 0.59% | 46 |
|
|
2022
Q4 | $18.3M | Buy |
136,630
+29,987
| +28% | +$4.02M | 0.63% | 43 |
|
|
2022
Q3 | $11.1M | Buy |
106,643
+352
| +0.3% | +$36.8K | 0.45% | 69 |
|
|
2022
Q2 | $12M | Buy |
106,291
+8,124
| +8% | +$915K | 0.45% | 71 |
|
|
2022
Q1 | $13.4M | Sell |
98,167
-9,361
| -9% | -$1.28M | 0.43% | 74 |
|
|
2021
Q4 | $17M | Sell |
107,528
-10,199
| -9% | -$1.62M | 0.5% | 63 |
|
|
2021
Q3 | $19.3M | Sell |
117,727
-2,374
| -2% | -$389K | 0.63% | 51 |
|
|
2021
Q2 | $18.7M | Sell |
120,101
-24,984
| -17% | -$3.89M | 0.61% | 57 |
|
|
2021
Q1 | $22.1M | Buy |
145,085
+9,632
| +7% | +$1.47M | 0.77% | 32 |
|
|
2020
Q4 | $17.2M | Buy |
135,453
+21,459
| +19% | +$2.73M | 0.66% | 42 |
|
|
2020
Q3 | $11M | Buy |
113,994
+3,929
| +4% | +$378K | 0.48% | 69 |
|
|
2020
Q2 | $10.4M | Buy |
110,065
+37,895
| +53% | +$3.56M | 0.49% | 68 |
|
|
2020
Q1 | $6.5M | Sell |
72,170
-11,052
| -13% | -$995K | 0.38% | 87 |
|
|
2019
Q4 | $11.6M | Buy |
83,222
+15,671
| +23% | +$2.18M | 0.52% | 49 |
|
|
2019
Q3 | $7.95M | Sell |
67,551
-4,220
| -6% | -$497K | 0.39% | 84 |
|
|
2019
Q2 | $8.02M | Buy |
71,771
+3,464
| +5% | +$387K | 0.4% | 75 |
|
|
2019
Q1 | $6.91M | Sell |
68,307
-1,853
| -3% | -$188K | 0.36% | 81 |
|
|
2018
Q4 | $6.85M | Sell |
70,160
-7,251
| -9% | -$708K | 0.41% | 65 |
|
|
2018
Q3 | $8.74M | Sell |
77,411
-14,830
| -16% | -$1.67M | 0.55% | 45 |
|
|
2018
Q2 | $9.61M | Sell |
92,241
-340
| -0.4% | -$35.4K | 0.64% | 35 |
|
|
2018
Q1 | $10.2M | Sell |
92,581
-5,579
| -6% | -$614K | 0.68% | 30 |
|
|
2017
Q4 | $10.5M | Buy |
98,160
+2,824
| +3% | +$302K | 0.68% | 31 |
|
|
2017
Q3 | $9.11M | Sell |
95,336
-14,046
| -13% | -$1.34M | 0.57% | 33 |
|
|
2017
Q2 | $10M | Sell |
109,382
-28,320
| -21% | -$2.59M | 0.68% | 28 |
|
|
2017
Q1 | $12.1M | Sell |
137,702
-31,353
| -19% | -$2.75M | 0.82% | 22 |
|
|
2016
Q4 | $14.6M | Buy |
169,055
+75,415
| +81% | +$6.51M | 1% | 22 |
|
|
2016
Q3 | $6.24M | Sell |
93,640
-229,770
| -71% | -$15.3M | 0.44% | 49 |
|
|
2016
Q2 | $20.1M | Hold |
323,410
| – | – | 1.52% | 11 |
|
|
2016
Q1 | $19.2M | Buy |
323,410
+3,500
| +1% | +$207K | 1.29% | 16 |
|
|
2015
Q4 | $21.1M | Buy |
319,910
+9,408
| +3% | +$621K | 1.52% | 12 |
|
|
2015
Q3 | $18.9M | Sell |
310,502
-72,900
| -19% | -$4.44M | 1.45% | 15 |
|
|
2015
Q2 | $26M | Buy |
383,402
+25,993
| +7% | +$1.76M | 1.71% | 12 |
|
|
2015
Q1 | $21.7M | Buy |
357,409
+140,671
| +65% | +$8.52M | 1.51% | 16 |
|
|
2014
Q4 | $13.6M | Buy |
216,738
+85,600
| +65% | +$5.36M | 0.91% | 20 |
|
|
2014
Q3 | $7.9M | Sell |
131,138
-73,362
| -36% | -$4.42M | 0.53% | 43 |
|
|
2014
Q2 | $11.8M | Buy |
204,500
+37,700
| +23% | +$2.17M | 0.73% | 28 |
|
|
2014
Q1 | $10.1M | Sell |
166,800
-153,025
| -48% | -$9.29M | 0.66% | 34 |
|
|
2013
Q4 | $18.7M | Buy |
319,825
+53,400
| +20% | +$3.12M | 1.24% | 18 |
|
|
2013
Q3 | $13.8M | Buy |
266,425
+15,000
| +6% | +$775K | 1% | 24 |
|
|
2013
Q2 | $13.3M | Buy |
+251,425
| New | +$13.3M | 1.04% | 23 |
|