NWI Management’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 | $16.2M | Hold |
56,000
| – | – | 0.85% | 19 |
|
|
2025
Q1 | $13.7M | Hold |
56,000
| – | – | 1.73% | 15 |
|
|
2024
Q4 | $13.4M | Sell |
56,000
-2,000
| -3% | -$479K | 0.59% | 19 |
|
|
2024
Q3 | $12.2M | Sell |
58,000
-2,000
| -3% | -$422K | 0.32% | 17 |
|
|
2024
Q2 | $12.1M | Hold |
60,000
| – | – | 0.44% | 15 |
|
|
2024
Q1 | $12M | Hold |
60,000
| – | – | 0.37% | 18 |
|
|
2023
Q4 | $10.2M | Hold |
60,000
| – | – | 0.25% | 13 |
|
|
2023
Q3 | $8.7M | Hold |
60,000
| – | – | 0.42% | 16 |
|
|
2023
Q2 | $8.73M | Hold |
60,000
| – | – | 1.57% | 15 |
|
|
2023
Q1 | $7.82M | Hold |
60,000
| – | – | 0.86% | 22 |
|
|
2022
Q4 | $8.05M | Hold |
60,000
| – | – | 1.78% | 19 |
|
|
2022
Q3 | $6.27M | Hold |
60,000
| – | – | 1.1% | 25 |
|
|
2022
Q2 | $6.76M | Hold |
60,000
| – | – | 0.4% | 23 |
|
|
2022
Q1 | $8.18M | Hold |
60,000
| – | – | 0.94% | 21 |
|
|
2021
Q4 | $9.5M | Hold |
60,000
| – | – | 0.62% | 24 |
|
|
2021
Q3 | $9.82M | Hold |
60,000
| – | – | 0.61% | 24 |
|
|
2021
Q2 | $9.33M | Hold |
60,000
| – | – | 0.57% | 31 |
|
|
2021
Q1 | $9.13M | Hold |
60,000
| – | – | 0.76% | 29 |
|
|
2020
Q4 | $7.62M | Hold |
60,000
| – | – | 0.76% | 27 |
|
|
2020
Q3 | $5.78M | Hold |
60,000
| – | – | 0.5% | 22 |
|
|
2020
Q2 | $5.64M | Buy |
+60,000
| New | +$5.64M | 0.45% | 21 |
|