1IA
1620 Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Buy |
10,407
+39
| +0.4% | +$11.3K | 2.14% | 5 |
|
|
2025
Q1 | $2.54M | Sell |
10,368
-39
| -0.4% | -$9.57K | 1.95% | 6 |
|
|
2024
Q4 | $2.49M | Sell |
10,407
-174
| -2% | -$41.7K | 1.89% | 6 |
|
|
2024
Q3 | $2.23M | Sell |
10,581
-1,908
| -15% | -$402K | 1.61% | 8 |
|
|
2024
Q2 | $2.53M | Buy |
12,489
+2
| +0% | +$405 | 1.94% | 6 |
|
|
2024
Q1 | $2.5M | Buy |
12,487
+241
| +2% | +$48.3K | 2.51% | 5 |
|
|
2023
Q4 | $2.08M | Sell |
12,246
-427
| -3% | -$72.6K | 2.28% | 6 |
|
|
2023
Q3 | $1.84M | Buy |
+12,673
| New | +$1.84M | 2.08% | 8 |
|
|
2023
Q2 | – | Sell |
-9,355
| Closed | -$1.22M | – | 146 |
|
|
2023
Q1 | $1.22M | Buy |
9,355
+168
| +2% | +$21.9K | 1.47% | 17 |
|
|
2022
Q4 | $1.23M | Buy |
9,187
+207
| +2% | +$27.8K | 1.49% | 14 |
|
|
2022
Q3 | $938K | Buy |
8,980
+71
| +0.8% | +$7.42K | 1.38% | 18 |
|
|
2022
Q2 | $1M | Buy |
8,909
+649
| +8% | +$73.1K | 1.38% | 15 |
|
|
2022
Q1 | $1.31M | Hold |
8,260
| – | – | 1.42% | 15 |
|
|
2021
Q4 | $1.31M | Buy |
+8,260
| New | +$1.31M | 1.46% | 15 |
|