NWI 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $17.7M | Hold |
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|
2025
Q2 | $16.2M | Hold |
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|
2025
Q1 | $13.7M | Hold |
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|
2024
Q4 | $13.4M | Sell |
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|
2024
Q3 | $12.2M | Sell |
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|
2024
Q2 | $12.1M | Hold |
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|
2024
Q1 | $12M | Hold |
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|
2023
Q4 | $10.2M | Hold |
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|
2023
Q3 | $8.7M | Hold |
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|
2023
Q2 | $8.73M | Hold |
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|
2023
Q1 | $7.82M | Hold |
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|
2022
Q4 | $8.05M | Hold |
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|
2022
Q3 | $6.27M | Hold |
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|
2022
Q2 | $6.76M | Hold |
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|
2022
Q1 | $8.18M | Hold |
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|
2021
Q4 | $9.5M | Hold |
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|
2021
Q3 | $9.82M | Hold |
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|
2021
Q2 | $9.33M | Hold |
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|
2021
Q1 | $9.13M | Hold |
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|
2020
Q4 | $7.62M | Hold |
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|
2020
Q3 | $5.78M | Hold |
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|
2020
Q2 | $5.64M | Buy |
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