NWAM 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 | $6.16M | Buy |
20,554
+484
| +2% | +$145K | 0.5% | 36 |
|
|
2025
Q1 | $4.92M | Sell |
20,070
-4,398
| -18% | -$1.08M | 0.42% | 49 |
|
|
2024
Q4 | $5.87M | Buy |
24,468
+311
| +1% | +$74.5K | 0.36% | 60 |
|
|
2024
Q3 | $5.09M | Buy |
+24,157
| New | +$5.09M | 0.31% | 77 |
|
|
2024
Q2 | – | Sell |
-19,240
| Closed | -$3.71M | – | 374 |
|
|
2024
Q1 | $3.71M | Sell |
19,240
-1,533
| -7% | -$296K | 0.3% | 74 |
|
|
2023
Q4 | $3.53M | Sell |
20,773
-31
| -0.1% | -$5.27K | 0.28% | 86 |
|
|
2023
Q3 | $3.02M | Sell |
20,804
-723
| -3% | -$105K | 0.31% | 79 |
|
|
2023
Q2 | $3.13M | Buy |
21,527
+2,789
| +15% | +$406K | 0.26% | 92 |
|
|
2023
Q1 | $2.44M | Sell |
18,738
-6,676
| -26% | -$870K | 0.25% | 97 |
|
|
2022
Q4 | $3.41M | Sell |
25,414
-1,054
| -4% | -$141K | 0.3% | 95 |
|
|
2022
Q3 | $2.77M | Buy |
26,468
+1,137
| +4% | +$119K | 0.26% | 93 |
|
|
2022
Q2 | $2.85M | Buy |
25,331
+20
| +0.1% | +$2.25K | 0.26% | 85 |
|
|
2022
Q1 | $3.45M | Sell |
25,311
-136
| -0.5% | -$18.5K | 0.27% | 88 |
|
|
2021
Q4 | $4.03M | Buy |
25,447
+1,847
| +8% | +$293K | 0.32% | 75 |
|
|
2021
Q3 | $3.86M | Sell |
23,600
-850
| -3% | -$139K | 0.35% | 67 |
|
|
2021
Q2 | $3.8M | Sell |
24,450
-284
| -1% | -$44.2K | 0.35% | 71 |
|
|
2021
Q1 | $3.77M | Buy |
24,734
+5,677
| +30% | +$864K | 0.37% | 65 |
|
|
2020
Q4 | $2.42M | Sell |
19,057
-629
| -3% | -$79.9K | 0.28% | 88 |
|
|
2020
Q3 | $1.9M | Sell |
19,686
-4,289
| -18% | -$413K | 0.31% | 87 |
|
|
2020
Q2 | $2.26M | Sell |
23,975
-6,985
| -23% | -$657K | 0.32% | 84 |
|
|
2020
Q1 | $2.79K | Buy |
30,960
+10,541
| +52% | +$949 | 0.08% | 70 |
|
|
2019
Q4 | $2.85M | Buy |
20,419
+2,068
| +11% | +$288K | 0.49% | 45 |
|
|
2019
Q3 | $2.16M | Buy |
18,351
+28
| +0.2% | +$3.3K | 0.4% | 55 |
|
|
2019
Q2 | $2.05M | Buy |
18,323
+622
| +4% | +$69.6K | 0.41% | 58 |
|
|
2019
Q1 | $1.79M | Sell |
17,701
-151
| -0.8% | -$15.3K | 0.39% | 58 |
|
|
2018
Q4 | $1.74M | Buy |
17,852
+1,002
| +6% | +$97.8K | 0.45% | 51 |
|
|
2018
Q3 | $1.9M | Buy |
16,850
+1,317
| +8% | +$149K | 0.43% | 59 |
|
|
2018
Q2 | $1.62M | Sell |
15,533
-464
| -3% | -$48.4K | 0.38% | 66 |
|
|
2018
Q1 | $1.76M | Buy |
15,997
+259
| +2% | +$28.5K | 0.44% | 58 |
|
|
2017
Q4 | $1.68M | Buy |
15,738
+470
| +3% | +$50.3K | 0.43% | 56 |
|
|
2017
Q3 | $1.46M | Sell |
15,268
-76
| -0.5% | -$7.26K | 0.38% | 64 |
|
|
2017
Q2 | $1.4M | Sell |
15,344
-183
| -1% | -$16.7K | 0.24% | 64 |
|
|
2017
Q1 | $1.36M | Sell |
15,527
-687
| -4% | -$60.4K | 0.42% | 56 |
|
|
2016
Q4 | $1.4M | Buy |
16,214
+114
| +0.7% | +$9.84K | 0.46% | 52 |
|
|
2016
Q3 | $1.07M | Buy |
16,100
+3,049
| +23% | +$203K | 0.08% | 69 |
|
|
2016
Q2 | $811K | Sell |
13,051
-382
| -3% | -$23.7K | 0.32% | 82 |
|
|
2016
Q1 | $795K | Sell |
13,433
-1,976
| -13% | -$117K | 0.32% | 81 |
|
|
2015
Q4 | $1.02M | Sell |
15,409
-591
| -4% | -$39K | 0.41% | 60 |
|
|
2015
Q3 | $950K | Sell |
16,000
-1,000
| -6% | -$59.4K | 0.79% | 29 |
|
|
2015
Q2 | $1.13M | Buy |
17,000
+3,840
| +29% | +$256K | 0.47% | 52 |
|
|
2015
Q1 | $797K | Buy |
13,160
+88
| +0.7% | +$5.33K | 0.34% | 75 |
|
|
2014
Q4 | $818K | Sell |
13,072
-2,070
| -14% | -$130K | 0.36% | 72 |
|
|
2014
Q3 | $912K | Sell |
15,142
-23,203
| -61% | -$1.4M | 0.32% | 81 |
|
|
2014
Q2 | $2.21M | Buy |
38,345
+1,902
| +5% | +$110K | 0.69% | 40 |
|
|
2014
Q1 | $2.21M | Buy |
36,443
+4,792
| +15% | +$291K | 0.76% | 39 |
|
|
2013
Q4 | $1.85M | Sell |
31,651
-6,484
| -17% | -$379K | 0.98% | 34 |
|
|
2013
Q3 | $1.97M | Buy |
38,135
+781
| +2% | +$40.4K | 0.96% | 35 |
|
|
2013
Q2 | $1.97M | Buy |
+37,354
| New | +$1.97M | 1% | 35 |
|