AIIMS
Analyst IMS Investment Management Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.9M | Buy |
16,885
+447
| +3% | +$130K | 0.17% | 38 |
|
|
2025
Q1 | $4.03M | Buy |
16,438
+7,191
| +78% | +$1.76M | 0.16% | 43 |
|
|
2024
Q4 | $2.22M | Buy |
9,247
+1,532
| +20% | +$367K | 0.08% | 57 |
|
|
2024
Q3 | $1.63M | Buy |
7,715
+3,213
| +71% | +$678K | 0.06% | 62 |
|
|
2024
Q2 | $911K | Buy |
4,502
+3,213
| +249% | +$650K | 0.04% | 76 |
|
|
2024
Q1 | $258K | Buy |
+1,289
| New | +$258K | 0.01% | 107 |
|
|
2022
Q1 | – | Sell |
-3,250
| Closed | -$515K | – | 106 |
|
|
2021
Q4 | $515K | Sell |
3,250
-260
| -7% | -$41.2K | 0.05% | 84 |
|
|
2021
Q3 | $575K | Buy |
3,510
+221
| +7% | +$36.2K | 0.07% | 80 |
|
|
2021
Q2 | $512K | Buy |
3,289
+64
| +2% | +$9.96K | 0.06% | 83 |
|
|
2021
Q1 | $491K | Sell |
3,225
-375
| -10% | -$57.1K | 0.07% | 83 |
|
|
2020
Q4 | $457K | Buy |
3,600
+350
| +11% | +$44.4K | 0.08% | 80 |
|
|
2020
Q3 | $313K | Buy |
+3,250
| New | +$313K | 0.06% | 82 |
|
|
2018
Q4 | – | Sell |
-1,260
| Closed | -$144 | – | 137 |
|
|
2018
Q3 | $144 | Buy |
+1,260
| New | +$144 | 0.02% | 112 |
|
|
2015
Q1 | – | Sell |
-4,039
| Closed | -$254K | – | 104 |
|
|
2014
Q4 | $254K | Buy |
+4,039
| New | +$254K | 0.1% | 90 |
|