NVWM LLC’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 | $4.48M | Buy |
15,462
+246
| +2% | +$71.3K | 1.08% | 17 |
|
2025
Q1 | $3.73M | Sell |
15,216
-1,186
| -7% | -$291K | 0.99% | 24 |
|
2024
Q4 | $3.93M | Sell |
16,402
-431
| -3% | -$103K | 0.99% | 24 |
|
2024
Q3 | $3.55M | Sell |
16,833
-117
| -0.7% | -$24.7K | 0.9% | 29 |
|
2024
Q2 | $3.43M | Sell |
16,950
-3,826
| -18% | -$774K | 0.91% | 29 |
|
2024
Q1 | $4.16M | Sell |
20,776
-708
| -3% | -$142K | 1.14% | 14 |
|
2023
Q4 | $3.65M | Sell |
21,484
-1,338
| -6% | -$228K | 1.1% | 14 |
|
2023
Q3 | $3.31M | Buy |
22,822
+434
| +2% | +$62.9K | 1.08% | 15 |
|
2023
Q2 | $3.26M | Buy |
22,388
+127
| +0.6% | +$18.5K | 1.06% | 15 |
|
2023
Q1 | $2.9M | Sell |
22,261
-116
| -0.5% | -$15.1K | 0.97% | 18 |
|
2022
Q4 | $3M | Sell |
22,377
-622
| -3% | -$83.4K | 1.09% | 17 |
|
2022
Q3 | $2.4M | Buy |
22,999
+725
| +3% | +$75.8K | 0.95% | 16 |
|
2022
Q2 | $2.51M | Buy |
22,274
+2,854
| +15% | +$321K | 0.97% | 17 |
|
2022
Q1 | $2.65M | Buy |
19,420
+1,749
| +10% | +$238K | 0.84% | 25 |
|
2021
Q4 | $2.8M | Buy |
17,671
+45
| +0.3% | +$7.13K | 0.87% | 23 |
|
2021
Q3 | $2.89M | Buy |
17,626
+442
| +3% | +$72.3K | 1.04% | 12 |
|
2021
Q2 | $2.67M | Buy |
17,184
+522
| +3% | +$81.2K | 0.96% | 20 |
|
2021
Q1 | $2.54M | Sell |
16,662
-629
| -4% | -$95.8K | 1.01% | 22 |
|
2020
Q4 | $2.2M | Buy |
17,291
+78
| +0.5% | +$9.91K | 0.91% | 28 |
|
2020
Q3 | $1.66M | Buy |
17,213
+654
| +4% | +$63K | 0.78% | 36 |
|
2020
Q2 | $1.56M | Buy |
16,559
+751
| +5% | +$70.7K | 0.84% | 36 |
|
2020
Q1 | $1.42M | Sell |
15,808
-1,976
| -11% | -$178K | 0.99% | 27 |
|
2019
Q4 | $2.48M | Sell |
17,784
-191
| -1% | -$26.6K | 1.48% | 14 |
|
2019
Q3 | $2.12M | Sell |
17,975
-189
| -1% | -$22.2K | 1.3% | 17 |
|
2019
Q2 | $2.03M | Buy |
18,164
+59
| +0.3% | +$6.6K | 1.23% | 19 |
|
2019
Q1 | $1.83M | Sell |
18,105
-223
| -1% | -$22.6K | 1.21% | 18 |
|
2018
Q4 | $1.79M | Buy |
18,328
+1,765
| +11% | +$172K | 1.34% | 14 |
|
2018
Q3 | $1.87M | Sell |
16,563
-729
| -4% | -$82.3K | 1.18% | 17 |
|
2018
Q2 | $1.8M | Buy |
17,292
+167
| +1% | +$17.4K | 1.25% | 16 |
|
2018
Q1 | $1.85M | Buy |
17,125
+348
| +2% | +$37.5K | 1.35% | 16 |
|
2017
Q4 | $1.79M | Buy |
+16,777
| New | +$1.79M | 1.37% | 18 |
|