Northwestern Mutual Wealth 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
Q2 | $320M | Buy |
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|
2025
Q1 | $262M | Buy |
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|
2024
Q4 | $246M | Buy |
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|
2024
Q3 | $210M | Buy |
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|
2024
Q2 | $198M | Buy |
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|
2024
Q1 | $193M | Sell |
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|
2023
Q4 | $166M | Buy |
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|
2023
Q3 | $140M | Buy |
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|
2023
Q2 | $134M | Buy |
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|
2023
Q1 | $120M | Buy |
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|
2022
Q4 | $120M | Sell |
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|
2022
Q3 | $95.8M | Buy |
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|
2022
Q2 | $97.2M | Buy |
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|
2022
Q1 | $112M | Buy |
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|
2021
Q4 | $123M | Buy |
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|
2021
Q3 | $122M | Buy |
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|
2021
Q2 | $111M | Buy |
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|
2021
Q1 | $99.5M | Buy |
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|
2020
Q4 | $78.4M | Buy |
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|
2020
Q3 | $57.5M | Buy |
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|
2020
Q2 | $52.5M | Buy |
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|
2020
Q1 | $48.1M | Buy |
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|
2019
Q4 | $72.1M | Sell |
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|
2019
Q3 | $62.2M | Sell |
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|
2019
Q2 | $60.2M | Buy |
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|
2019
Q1 | $53.8M | Buy |
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|
2018
Q4 | $46.5M | Buy |
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|
2018
Q3 | $53M | Buy |
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|
2018
Q2 | $48.3M | Sell |
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|
2018
Q1 | $51.6M | Buy |
|
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|
2017
Q4 | $46.5M | Sell |
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|
2017
Q3 | $41.7M | Buy |
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|
2017
Q2 | $39.2M | Buy |
|
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|
2017
Q1 | $32.1M | Sell |
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|
2016
Q4 | $32.2M | Buy |
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|
2016
Q3 | $11.4M | Sell |
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|
2016
Q2 | $12M | Buy |
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|
2016
Q1 | $11.2M | Buy |
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|
2015
Q4 | $11.7M | Buy |
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|
2015
Q3 | $10.4M | Buy |
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|
2015
Q2 | $10.2M | Buy |
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|
2015
Q1 | $8.74M | Sell |
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|
2014
Q4 | $9.24M | Sell |
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|
2014
Q3 | $11.3M | Sell |
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|
2014
Q2 | $11.7M | Sell |
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|
2014
Q1 | $12.6M | Sell |
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|
2013
Q4 | $15.4M | Buy |
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|
2013
Q3 | $13.2M | Buy |
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|
2013
Q2 | $7.38M | Buy |
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