NA
Nottingham Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Sell |
1,502
-439
| -23% | -$127K | 0.06% | 77 |
|
|
2025
Q1 | $476K | Sell |
1,941
-1,144
| -37% | -$281K | 0.07% | 81 |
|
|
2024
Q4 | $740K | Sell |
3,085
-501
| -14% | -$120K | 0.09% | 73 |
|
|
2024
Q3 | $756K | Sell |
3,586
-42
| -1% | -$8.86K | 0.08% | 79 |
|
|
2024
Q2 | $734K | Sell |
3,628
-173
| -5% | -$35K | 0.09% | 76 |
|
|
2024
Q1 | $761K | Sell |
3,801
-482
| -11% | -$96.5K | 0.09% | 72 |
|
|
2023
Q4 | $729K | Buy |
4,283
+582
| +16% | +$99K | 0.1% | 71 |
|
|
2023
Q3 | $537K | Hold |
3,701
| – | – | 0.08% | 79 |
|
|
2023
Q2 | $538K | Hold |
3,701
| – | – | 0.07% | 84 |
|
|
2023
Q1 | $482K | Sell |
3,701
-309
| -8% | -$40.3K | 0.06% | 95 |
|
|
2022
Q4 | $538K | Buy |
4,010
+100
| +3% | +$13.4K | 0.07% | 90 |
|
|
2022
Q3 | $409K | Buy |
3,910
+277
| +8% | +$29K | 0.06% | 91 |
|
|
2022
Q2 | $409K | Hold |
3,633
| – | – | 0.06% | 90 |
|
|
2022
Q1 | $495K | Sell |
3,633
-50
| -1% | -$6.81K | 0.06% | 93 |
|
|
2021
Q4 | $583K | Sell |
3,683
-25
| -0.7% | -$3.96K | 0.06% | 91 |
|
|
2021
Q3 | $607K | Hold |
3,708
| – | – | 0.06% | 86 |
|
|
2021
Q2 | $577K | Sell |
3,708
-25
| -0.7% | -$3.89K | 0.06% | 88 |
|
|
2021
Q1 | $568K | Buy |
3,733
+100
| +3% | +$15.2K | 0.06% | 89 |
|
|
2020
Q4 | $462K | Hold |
3,633
| – | – | 0.07% | 91 |
|
|
2020
Q3 | $350K | Buy |
+3,633
| New | +$350K | 0.05% | 101 |
|
|
2020
Q1 | – | Sell |
-1,817
| Closed | -$253K | – | 112 |
|
|
2019
Q4 | $253K | Hold |
1,817
| – | – | 0.03% | 97 |
|
|
2019
Q3 | $214K | Sell |
1,817
-62
| -3% | -$7.3K | 0.03% | 103 |
|
|
2019
Q2 | $210K | Buy |
+1,879
| New | +$210K | 0.03% | 106 |
|
|
2018
Q1 | – | Sell |
-2,255
| Closed | -$241K | – | 93 |
|
|
2017
Q4 | $241K | Buy |
+2,255
| New | +$241K | 0.03% | 99 |
|
|
2016
Q2 | – | Sell |
-3,126
| Closed | -$206K | – | 90 |
|
|
2016
Q1 | $206K | Hold |
3,126
| – | – | 0.04% | 88 |
|
|
2015
Q4 | $206K | Buy |
+3,126
| New | +$206K | 0.04% | 88 |
|
|
2015
Q3 | – | Sell |
-3,063
| Closed | -$208K | – | 93 |
|
|
2015
Q2 | $208K | Buy |
+3,063
| New | +$208K | 0.03% | 92 |
|