NTV Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.14M | Sell |
31,057
-1,038
| -3% | -$315K | 1% | 20 |
|
|
2025
Q4 | $10.3M | Buy |
32,095
+117
| +0.4% | +$36.2K | 1.1% | 18 |
|
|
2025
Q3 | $10.1M | Buy |
31,978
+1,186
| +4% | +$353K | 1.1% | 16 |
|
|
2025
Q2 | $8.93M | Sell |
30,792
-376
| -1% | -$96K | 1.07% | 18 |
|
|
2025
Q1 | $7.65M | Sell |
31,168
-2,364
| -7% | -$603K | 1.02% | 21 |
|
|
2024
Q4 | $8.04M | Sell |
33,532
-79
| -0.2% | -$18.4K | 1.06% | 21 |
|
|
2024
Q3 | $7.09M | Buy |
33,611
+40
| +0.1% | +$8.43K | 0.95% | 24 |
|
|
2024
Q2 | $6.79M | Sell |
33,571
-119
| -0.4% | -$23.3K | 0.97% | 22 |
|
|
2024
Q1 | $6.75M | Buy |
33,690
+415
| +1% | +$74.9K | 1.03% | 23 |
|
|
2023
Q4 | $5.66M | Sell |
33,275
-2,041
| -6% | -$309K | 0.95% | 28 |
|
|
2023
Q3 | $5.12M | Buy |
35,316
+1,339
| +4% | +$201K | 0.93% | 28 |
|
|
2023
Q2 | $4.94M | Buy |
33,977
+1,000
| +3% | +$138K | 0.86% | 32 |
|
|
2023
Q1 | $4.3M | Buy |
32,977
+124
| +0.4% | +$17K | 0.8% | 36 |
|
|
2022
Q4 | $4.41M | Sell |
32,853
-593
| -2% | -$75.1K | 0.87% | 30 |
|
|
2022
Q3 | $3.5M | Buy |
33,446
+16
| +0% | +$1.84K | 0.74% | 37 |
|
|
2022
Q2 | $3.77M | Sell |
33,430
-45
| -0.1% | -$5.58K | 0.74% | 38 |
|
|
2022
Q1 | $4.56M | Buy |
33,475
+255
| +0.8% | +$37.6K | 0.77% | 36 |
|
|
2021
Q4 | $5.26M | Sell |
33,220
-96
| -0.3% | -$15.8K | 0.87% | 31 |
|
|
2021
Q3 | $5.45M | Buy |
33,316
+6,455
| +24% | +$1.01M | 0.95% | 25 |
|
|
2021
Q2 | $4.18M | Sell |
26,861
-308
| -1% | -$48.4K | 0.74% | 40 |
|
|
2021
Q1 | $4.14M | Buy |
27,169
+175
| +0.6% | +$25.2K | 0.77% | 37 |
|
|
2020
Q4 | $3.43M | Sell |
26,994
-394
| -1% | -$44K | 0.69% | 45 |
|
|
2020
Q3 | $2.64M | Buy |
27,388
+6
| +0% | +$589 | 0.63% | 47 |
|
|
2020
Q2 | $2.58M | Buy |
27,382
+5,331
| +24% | +$506K | 0.67% | 43 |
|
|
2020
Q1 | $1.99M | Buy |
22,051
+2,192
| +11% | +$266K | 0.65% | 50 |
|
|
2019
Q4 | $2.77M | Buy |
19,859
+4
| +0% | +$513 | 0.71% | 46 |
|
|
2019
Q3 | $2.34M | Sell |
19,855
-96
| -0.5% | -$10.9K | 0.67% | 49 |
|
|
2019
Q2 | $2.23M | Buy |
19,951
+5
| +0% | +$551 | 0.64% | 48 |
|
|
2019
Q1 | $2.02M | Buy |
19,946
+1,604
| +9% | +$165K | 0.58% | 53 |
|
|
2018
Q4 | $1.79M | Sell |
18,342
-2,333
| -11% | -$249K | 0.58% | 52 |
|
|
2018
Q3 | $2.33M | Buy |
20,675
+10
| +0% | +$1.14K | 0.63% | 51 |
|
|
2018
Q2 | $2.15M | Sell |
20,665
-97
| -0.5% | -$10.6K | 0.61% | 53 |
|
|
2018
Q1 | $2.28M | Sell |
20,762
-97
| -0.5% | -$11K | 0.65% | 51 |
|
|
2017
Q4 | $2.23M | Buy |
20,859
+3
| +0% | +$304 | 0.62% | 53 |
|
|
2017
Q3 | $1.99M | Buy |
20,856
+4
| +0% | +$369 | 0.58% | 59 |
|
|
2017
Q2 | $1.91M | Buy |
20,852
+3
| +0% | +$259 | 0.58% | 58 |
|
|
2017
Q1 | $1.83M | Buy |
20,849
+3
| +0% | +$265 | 0.58% | 58 |
|
|
2016
Q4 | $1.8M | Buy |
20,846
+2,004
| +11% | +$153K | 0.62% | 54 |
|
|
2016
Q3 | $1.25M | Buy |
18,842
+5
| +0% | +$326 | 0.45% | 69 |
|
|
2016
Q2 | $1.17M | Buy |
18,837
+204
| +1% | +$12.7K | 0.44% | 70 |
|
|
2016
Q1 | $1.1M | Buy |
18,633
+404
| +2% | +$23.6K | 0.42% | 71 |
|
|
2015
Q4 | $1.2M | Buy |
18,229
+4
| +0% | +$260 | 0.47% | 62 |
|
|
2015
Q3 | $1.11M | Sell |
18,225
-171
| -0.9% | -$11.2K | 0.36% | 81 |
|
|
2015
Q2 | $1.25M | Buy |
18,396
+3
| +0% | +$196 | 0.37% | 87 |
|
|
2015
Q1 | $1.11M | Buy |
18,393
+4
| +0% | +$237 | 0.33% | 93 |
|
|
2014
Q4 | $1.15M | Buy |
18,389
+254
| +1% | +$15.3K | 0.34% | 87 |
|
|
2014
Q3 | $1.09M | Buy |
18,135
+361
| +2% | +$21.1K | 0.33% | 88 |
|
|
2014
Q2 | $1.02M | Buy |
17,774
+303
| +2% | +$17K | 0.31% | 92 |
|
|
2014
Q1 | $1.06M | Buy |
17,471
+361
| +2% | +$20.9K | 0.34% | 88 |
|
|
2013
Q4 | $1M | Buy |
17,110
+69
| +0.4% | +$3.78K | 0.34% | 83 |
|
|
2013
Q3 | $880K | Buy |
17,041
+177
| +1% | +$9.49K | 0.31% | 90 |
|
|
2013
Q2 | $890K | Buy |
+16,864
| New | +$857K | 0.32% | 90 |
|
Other funds holding JPM
VCM
VPM
