NRW
Nova R Wealth’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $424K | Sell |
1,461
-244
| -14% | -$70.8K | 0.2% | 59 |
|
|
2025
Q1 | $418K | Buy |
1,705
+249
| +17% | +$61.1K | 0.21% | 58 |
|
|
2024
Q4 | $349K | Buy |
1,456
+7
| +0.5% | +$1.68K | 0.18% | 58 |
|
|
2024
Q3 | $305K | Buy |
1,449
+6
| +0.4% | +$1.27K | 0.15% | 65 |
|
|
2024
Q2 | $292K | Buy |
1,443
+6
| +0.4% | +$1.21K | 0.15% | 66 |
|
|
2024
Q1 | $288K | Sell |
1,437
-120
| -8% | -$24K | 0.15% | 67 |
|
|
2023
Q4 | $265K | Buy |
1,557
+9
| +0.6% | +$1.53K | 0.17% | 57 |
|
|
2023
Q3 | $225K | Sell |
1,548
-390
| -20% | -$56.6K | 0.16% | 56 |
|
|
2023
Q2 | $282K | Sell |
1,938
-66
| -3% | -$9.6K | 0.19% | 53 |
|
|
2023
Q1 | $261K | Buy |
2,004
+330
| +20% | +$43K | 0.18% | 64 |
|
|
2022
Q4 | $224K | Buy |
+1,674
| New | +$224K | 0.16% | 67 |
|
|
2022
Q2 | – | Sell |
-1,766
| Closed | -$241K | – | 79 |
|
|
2022
Q1 | $241K | Buy |
1,766
+6
| +0.3% | +$819 | 0.21% | 60 |
|
|
2021
Q4 | $279K | Buy |
+1,760
| New | +$279K | 0.23% | 60 |
|