NovaPoint Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,110
| Closed | -$518K | – | 108 |
|
|
2025
Q1 | $518K | Sell |
2,110
-112
| -5% | -$27.5K | 0.16% | 87 |
|
|
2024
Q4 | $533K | Sell |
2,222
-147
| -6% | -$35.2K | 0.16% | 86 |
|
|
2024
Q3 | $499K | Sell |
2,369
-137
| -5% | -$28.9K | 0.15% | 88 |
|
|
2024
Q2 | $507K | Sell |
2,506
-386
| -13% | -$78.1K | 0.17% | 88 |
|
|
2024
Q1 | $579K | Buy |
2,892
+327
| +13% | +$65.5K | 0.2% | 80 |
|
|
2023
Q4 | $436K | Buy |
2,565
+73
| +3% | +$12.4K | 0.16% | 90 |
|
|
2023
Q3 | $361K | Buy |
2,492
+72
| +3% | +$10.4K | 0.14% | 96 |
|
|
2023
Q2 | $352K | Buy |
2,420
+1
| +0% | +$145 | 0.13% | 100 |
|
|
2023
Q1 | $315K | Buy |
2,419
+363
| +18% | +$47.3K | 0.13% | 101 |
|
|
2022
Q4 | $276K | Sell |
2,056
-90
| -4% | -$12.1K | 0.12% | 106 |
|
|
2022
Q3 | $224K | Hold |
2,146
| – | – | 0.1% | 114 |
|
|
2022
Q2 | $242K | Sell |
2,146
-260
| -11% | -$29.3K | 0.11% | 111 |
|
|
2022
Q1 | $328K | Buy |
2,406
+15
| +0.6% | +$2.05K | 0.12% | 99 |
|
|
2021
Q4 | $379K | Buy |
2,391
+100
| +4% | +$15.9K | 0.14% | 93 |
|
|
2021
Q3 | $375K | Buy |
2,291
+230
| +11% | +$37.6K | 0.15% | 88 |
|
|
2021
Q2 | $321K | Hold |
2,061
| – | – | 0.13% | 92 |
|
|
2021
Q1 | $314K | Hold |
2,061
| – | – | 0.15% | 89 |
|
|
2020
Q4 | $262K | Sell |
2,061
-803
| -28% | -$102K | 0.14% | 95 |
|
|
2020
Q3 | $276K | Buy |
2,864
+518
| +22% | +$49.9K | 0.18% | 81 |
|
|
2020
Q2 | $221K | Buy |
2,346
+72
| +3% | +$6.78K | 0.16% | 82 |
|
|
2020
Q1 | $205K | Buy |
2,274
+720
| +46% | +$64.9K | 0.19% | 87 |
|
|
2019
Q4 | $217K | Buy |
+1,554
| New | +$217K | 0.17% | 101 |
|