IAG Wealth Partners’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 | $341K | Hold |
1,175
| – | – | 0.05% | 93 |
|
|
2025
Q1 | $288K | Hold |
1,175
| – | – | 0.04% | 95 |
|
|
2024
Q4 | $282K | Buy |
1,175
+105
| +10% | +$25.2K | 0.05% | 86 |
|
|
2024
Q3 | $226K | Hold |
1,070
| – | – | 0.04% | 94 |
|
|
2024
Q2 | $216K | Buy |
1,070
+55
| +5% | +$11.1K | 0.04% | 90 |
|
|
2024
Q1 | $203K | Sell |
1,015
-15
| -1% | -$3.01K | 0.04% | 93 |
|
|
2023
Q4 | $175K | Buy |
1,030
+33
| +3% | +$5.61K | 0.04% | 89 |
|
|
2023
Q3 | $145K | Hold |
997
| – | – | 0.04% | 91 |
|
|
2023
Q2 | $145K | Sell |
997
-200
| -17% | -$29.1K | 0.04% | 102 |
|
|
2023
Q1 | $156K | Buy |
1,197
+200
| +20% | +$26.1K | 0.04% | 88 |
|
|
2022
Q4 | $134K | Sell |
997
-95
| -9% | -$12.7K | 0.04% | 85 |
|
|
2022
Q3 | $114K | Buy |
1,092
+205
| +23% | +$21.4K | 0.04% | 84 |
|
|
2022
Q2 | $100K | Sell |
887
-118
| -12% | -$13.3K | 0.03% | 89 |
|
|
2022
Q1 | $137K | Buy |
1,005
+92
| +10% | +$12.5K | 0.04% | 79 |
|
|
2021
Q4 | $145K | Buy |
913
+26
| +3% | +$4.13K | 0.05% | 67 |
|
|
2021
Q3 | $146K | Hold |
887
| – | – | 0.05% | 65 |
|
|
2021
Q2 | $138K | Buy |
887
+17
| +2% | +$2.65K | 0.05% | 62 |
|
|
2021
Q1 | $133K | Sell |
870
-90
| -9% | -$13.8K | 0.05% | 64 |
|
|
2020
Q4 | $122K | Hold |
960
| – | – | 0.05% | 66 |
|
|
2020
Q3 | $93K | Sell |
960
-13
| -1% | -$1.26K | 0.04% | 75 |
|
|
2020
Q2 | $92K | Sell |
973
-18
| -2% | -$1.7K | 0.04% | 71 |
|
|
2020
Q1 | $90K | Sell |
991
-160
| -14% | -$14.5K | 0.06% | 66 |
|
|
2019
Q4 | $161K | Buy |
+1,151
| New | +$161K | 0.11% | 52 |
|