NP
NS Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.2M | Sell |
162,663
-14,045
| -8% | -$4.07M | 1.93% | 10 |
|
|
2025
Q1 | $43.3M | Buy |
176,708
+2,438
| +1% | +$598K | 1.91% | 12 |
|
|
2024
Q4 | $41.8M | Sell |
174,270
-2,391
| -1% | -$573K | 1.73% | 15 |
|
|
2024
Q3 | $37.3M | Buy |
176,661
+1,289
| +0.7% | +$272K | 1.57% | 19 |
|
|
2024
Q2 | $35.5M | Sell |
175,372
-1,926
| -1% | -$390K | 1.61% | 16 |
|
|
2024
Q1 | $35.5M | Sell |
177,298
-4,659
| -3% | -$933K | 1.64% | 18 |
|
|
2023
Q4 | $31M | Sell |
181,957
-810
| -0.4% | -$138K | 1.5% | 20 |
|
|
2023
Q3 | $26.5M | Sell |
182,767
-1,644
| -0.9% | -$238K | 1.43% | 23 |
|
|
2023
Q2 | $26.8M | Sell |
184,411
-16,713
| -8% | -$2.43M | 1.41% | 20 |
|
|
2023
Q1 | $26.2M | Sell |
201,124
-3,231
| -2% | -$421K | 1.47% | 22 |
|
|
2022
Q4 | $27.4M | Sell |
204,355
-34,337
| -14% | -$4.6M | 1.65% | 17 |
|
|
2022
Q3 | $24.9M | Buy |
238,692
+6,975
| +3% | +$729K | 1.62% | 17 |
|
|
2022
Q2 | $26.1M | Buy |
231,717
+762
| +0.3% | +$85.8K | 1.58% | 19 |
|
|
2022
Q1 | $31.5M | Sell |
230,955
-9,199
| -4% | -$1.25M | 1.68% | 19 |
|
|
2021
Q4 | $38M | Sell |
240,154
-1,220
| -0.5% | -$193K | 1.78% | 16 |
|
|
2021
Q3 | $39.5M | Sell |
241,374
-114,093
| -32% | -$18.7M | 2.01% | 11 |
|
|
2021
Q2 | $55.3M | Sell |
355,467
-65,630
| -16% | -$10.2M | 2.91% | 5 |
|
|
2021
Q1 | $64.1M | Sell |
421,097
-5,435
| -1% | -$827K | 3.71% | 5 |
|
|
2020
Q4 | $54.2M | Buy |
426,532
+76
| +0% | +$9.66K | 3.17% | 5 |
|
|
2020
Q3 | $41.1M | Buy |
426,456
+21,889
| +5% | +$2.11M | 2.7% | 5 |
|
|
2020
Q2 | $38.1M | Buy |
404,567
+176,345
| +77% | +$16.6M | 2.81% | 5 |
|
|
2020
Q1 | $20.5M | Buy |
228,222
+5,336
| +2% | +$480K | 1.91% | 18 |
|
|
2019
Q4 | $31.1M | Buy |
222,886
+10,959
| +5% | +$1.53M | 2.47% | 8 |
|
|
2019
Q3 | $24.9M | Sell |
211,927
-3,124
| -1% | -$368K | 2.25% | 10 |
|
|
2019
Q2 | $24M | Sell |
215,051
-44,925
| -17% | -$5.02M | 2.21% | 12 |
|
|
2019
Q1 | $26.3M | Sell |
259,976
-30,666
| -11% | -$3.1M | 2.44% | 6 |
|
|
2018
Q4 | $28.4M | Sell |
290,642
-2,649
| -0.9% | -$259K | 3.04% | 4 |
|
|
2018
Q3 | $33.1M | Sell |
293,291
-2,021
| -0.7% | -$228K | 3.16% | 3 |
|
|
2018
Q2 | $30.8M | Sell |
295,312
-1,159
| -0.4% | -$121K | 3.16% | 3 |
|
|
2018
Q1 | $32.6M | Sell |
296,471
-17,756
| -6% | -$1.95M | 3.48% | 3 |
|
|
2017
Q4 | $33.6M | Buy |
314,227
+17,666
| +6% | +$1.89M | 3.69% | 2 |
|
|
2017
Q3 | $28.3M | Sell |
296,561
-4,861
| -2% | -$464K | 3.38% | 3 |
|
|
2017
Q2 | $27.6M | Buy |
301,422
+46,309
| +18% | +$4.23M | 3.61% | 2 |
|
|
2017
Q1 | $22.4M | Sell |
255,113
-1,848
| -0.7% | -$162K | 3.23% | 2 |
|
|
2016
Q4 | $22.2M | Sell |
256,961
-8,507
| -3% | -$734K | 3.48% | 2 |
|
|
2016
Q3 | $17.7M | Sell |
265,468
-822
| -0.3% | -$54.7K | 2.88% | 2 |
|
|
2016
Q2 | $16.5M | Buy |
266,290
+25,603
| +11% | +$1.59M | 2.82% | 2 |
|
|
2016
Q1 | $14.3M | Buy |
240,687
+16,028
| +7% | +$949K | 2.57% | 4 |
|
|
2015
Q4 | $14.8M | Sell |
224,659
-22,457
| -9% | -$1.48M | 2.65% | 4 |
|
|
2015
Q3 | $15.1M | Sell |
247,116
-5,678
| -2% | -$346K | 2.64% | 3 |
|
|
2015
Q2 | $17.1M | Buy |
+252,794
| New | +$17.1M | 2.73% | 3 |
|