Analyst IMS Investment Management Services’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
Q2 | $4.89M | Buy |
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2025
Q1 | $4.03M | Buy |
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|
2024
Q4 | $2.22M | Buy |
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|
2024
Q3 | $1.63M | Buy |
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|
2024
Q2 | $911K | Buy |
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|
2024
Q1 | $258K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $515K | Sell |
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|
2021
Q3 | $575K | Buy |
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|
2021
Q2 | $512K | Buy |
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|
2021
Q1 | $491K | Sell |
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|
2020
Q4 | $457K | Buy |
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|
2020
Q3 | $313K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $144 | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $254K | Buy |
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