Nvest Financial’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 | $5.61M | Buy |
19,347
+282
| +1% | +$81.8K | 2.92% | 8 |
|
|
2025
Q1 | $4.68M | Hold |
19,065
| – | – | 2.5% | 9 |
|
|
2024
Q4 | $4.57M | Buy |
19,065
+1,497
| +9% | +$359K | 2.32% | 11 |
|
|
2024
Q3 | $3.7M | Sell |
17,568
-214
| -1% | -$45.1K | 2.11% | 11 |
|
|
2024
Q2 | $3.6M | Buy |
17,782
+17
| +0.1% | +$3.44K | 2.21% | 13 |
|
|
2024
Q1 | $3.56M | Buy |
17,765
+527
| +3% | +$106K | 2.37% | 13 |
|
|
2023
Q4 | $2.93M | Buy |
17,238
+944
| +6% | +$161K | 2.31% | 14 |
|
|
2023
Q3 | $2.36M | Buy |
16,294
+431
| +3% | +$62.5K | 2.21% | 14 |
|
|
2023
Q2 | $2.31M | Buy |
15,863
+1,509
| +11% | +$219K | 2.02% | 16 |
|
|
2023
Q1 | $1.87M | Buy |
14,354
+719
| +5% | +$93.7K | 1.95% | 17 |
|
|
2022
Q4 | $1.83M | Buy |
13,635
+620
| +5% | +$83.1K | 2.29% | 15 |
|
|
2022
Q3 | $1.36M | Buy |
13,015
+216
| +2% | +$22.6K | 1.92% | 17 |
|
|
2022
Q2 | $1.44M | Sell |
12,799
-148
| -1% | -$16.7K | 1.51% | 22 |
|
|
2022
Q1 | $1.77M | Buy |
+12,947
| New | +$1.77M | 1.45% | 19 |
|