Northwestern Mutual Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320M | Buy |
1,102,255
+34,949
| +3% | +$10.1M | 0.23% | 52 |
|
|
2025
Q1 | $262M | Buy |
1,067,306
+39,142
| +4% | +$9.6M | 0.21% | 55 |
|
|
2024
Q4 | $246M | Buy |
1,028,164
+34,510
| +3% | +$8.27M | 0.21% | 57 |
|
|
2024
Q3 | $210M | Buy |
993,654
+17,034
| +2% | +$3.59M | 0.19% | 58 |
|
|
2024
Q2 | $198M | Buy |
976,620
+11,300
| +1% | +$2.29M | 0.19% | 58 |
|
|
2024
Q1 | $193M | Sell |
965,320
-12,368
| -1% | -$2.48M | 0.2% | 58 |
|
|
2023
Q4 | $166M | Buy |
977,688
+11,540
| +1% | +$1.96M | 0.19% | 61 |
|
|
2023
Q3 | $140M | Buy |
966,148
+42,462
| +5% | +$6.16M | 0.18% | 57 |
|
|
2023
Q2 | $134M | Buy |
923,686
+1,084
| +0.1% | +$158K | 0.17% | 56 |
|
|
2023
Q1 | $120M | Buy |
922,602
+27,689
| +3% | +$3.61M | 0.17% | 58 |
|
|
2022
Q4 | $120M | Sell |
894,913
-21,359
| -2% | -$2.86M | 0.18% | 59 |
|
|
2022
Q3 | $95.8M | Buy |
916,272
+53,463
| +6% | +$5.59M | 0.17% | 62 |
|
|
2022
Q2 | $97.2M | Buy |
862,809
+39,652
| +5% | +$4.47M | 0.17% | 63 |
|
|
2022
Q1 | $112M | Buy |
823,157
+48,058
| +6% | +$6.55M | 0.18% | 58 |
|
|
2021
Q4 | $123M | Buy |
775,099
+30,599
| +4% | +$4.85M | 0.2% | 56 |
|
|
2021
Q3 | $122M | Buy |
744,500
+29,625
| +4% | +$4.85M | 0.22% | 54 |
|
|
2021
Q2 | $111M | Buy |
714,875
+61,290
| +9% | +$9.53M | 0.21% | 57 |
|
|
2021
Q1 | $99.5M | Buy |
653,585
+36,753
| +6% | +$5.59M | 0.21% | 55 |
|
|
2020
Q4 | $78.4M | Buy |
616,832
+19,188
| +3% | +$2.44M | 0.18% | 59 |
|
|
2020
Q3 | $57.5M | Buy |
597,644
+39,807
| +7% | +$3.83M | 0.15% | 68 |
|
|
2020
Q2 | $52.5M | Buy |
557,837
+23,401
| +4% | +$2.2M | 0.16% | 65 |
|
|
2020
Q1 | $48.1M | Buy |
534,436
+17,276
| +3% | +$1.56M | 0.19% | 56 |
|
|
2019
Q4 | $72.1M | Sell |
517,160
-11,377
| -2% | -$1.59M | 0.25% | 48 |
|
|
2019
Q3 | $62.2M | Sell |
528,537
-9,851
| -2% | -$1.16M | 0.24% | 48 |
|
|
2019
Q2 | $60.2M | Buy |
538,388
+6,487
| +1% | +$725K | 0.24% | 49 |
|
|
2019
Q1 | $53.8M | Buy |
531,901
+55,269
| +12% | +$5.59M | 0.24% | 49 |
|
|
2018
Q4 | $46.5M | Buy |
476,632
+7,290
| +2% | +$712K | 0.23% | 51 |
|
|
2018
Q3 | $53M | Buy |
469,342
+5,515
| +1% | +$622K | 0.27% | 47 |
|
|
2018
Q2 | $48.3M | Sell |
463,827
-4,952
| -1% | -$516K | 0.27% | 47 |
|
|
2018
Q1 | $51.6M | Buy |
468,779
+34,387
| +8% | +$3.78M | 0.31% | 47 |
|
|
2017
Q4 | $46.5M | Sell |
434,392
-2,495
| -0.6% | -$267K | 0.3% | 45 |
|
|
2017
Q3 | $41.7M | Buy |
436,887
+8,395
| +2% | +$802K | 0.3% | 47 |
|
|
2017
Q2 | $39.2M | Buy |
428,492
+62,882
| +17% | +$5.75M | 0.31% | 46 |
|
|
2017
Q1 | $32.1M | Sell |
365,610
-7,996
| -2% | -$702K | 0.29% | 51 |
|
|
2016
Q4 | $32.2M | Buy |
373,606
+202,307
| +118% | +$17.5M | 0.35% | 47 |
|
|
2016
Q3 | $11.4M | Sell |
171,299
-22,456
| -12% | -$1.5M | 0.75% | 24 |
|
|
2016
Q2 | $12M | Buy |
193,755
+4,558
| +2% | +$283K | 0.17% | 98 |
|
|
2016
Q1 | $11.2M | Buy |
189,197
+12,138
| +7% | +$719K | 0.18% | 100 |
|
|
2015
Q4 | $11.7M | Buy |
177,059
+6,258
| +4% | +$413K | 0.23% | 84 |
|
|
2015
Q3 | $10.4M | Buy |
170,801
+20,056
| +13% | +$1.22M | 0.25% | 78 |
|
|
2015
Q2 | $10.2M | Buy |
150,745
+6,522
| +5% | +$442K | 0.26% | 71 |
|
|
2015
Q1 | $8.74M | Sell |
144,223
-3,432
| -2% | -$208K | 0.24% | 78 |
|
|
2014
Q4 | $9.24M | Sell |
147,655
-40,055
| -21% | -$2.51M | 0.29% | 71 |
|
|
2014
Q3 | $11.3M | Sell |
187,710
-14,555
| -7% | -$877K | 0.4% | 50 |
|
|
2014
Q2 | $11.7M | Sell |
202,265
-5,192
| -3% | -$299K | 0.45% | 48 |
|
|
2014
Q1 | $12.6M | Sell |
207,457
-55,571
| -21% | -$3.37M | 0.53% | 42 |
|
|
2013
Q4 | $15.4M | Buy |
263,028
+7,420
| +3% | +$434K | 0.7% | 33 |
|
|
2013
Q3 | $13.2M | Buy |
255,608
+115,886
| +83% | +$5.99M | 0.69% | 35 |
|
|
2013
Q2 | $7.38M | Buy |
+139,722
| New | +$7.38M | 0.44% | 52 |
|