IWA
IBEX Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Sell |
8,235
-17,064
| -67% | -$4.95M | 0.25% | 78 |
|
|
2025
Q1 | $6.21M | Buy |
25,299
+4,370
| +21% | +$1.07M | 0.82% | 41 |
|
|
2024
Q4 | $5.02M | Buy |
+20,929
| New | +$5.02M | 0.59% | 53 |
|
|
2024
Q3 | – | Sell |
-3,582
| Closed | -$724K | – | 179 |
|
|
2024
Q2 | $724K | Buy |
+3,582
| New | +$724K | 0.11% | 83 |
|
|
2024
Q1 | – | Sell |
-3
| Closed | -$450 | – | 133 |
|
|
2023
Q4 | $450 | Sell |
3
-1,480
| -100% | -$222K | 0.1% | 88 |
|
|
2023
Q3 | $215K | Buy |
+1,483
| New | +$215K | 0.05% | 106 |
|
|
2022
Q1 | – | Sell |
-12,697
| Closed | -$2.01M | – | 194 |
|
|
2021
Q4 | $2.01M | Buy |
12,697
+1,514
| +14% | +$240K | 0.36% | 90 |
|
|
2021
Q3 | $1.83M | Buy |
11,183
+1,908
| +21% | +$312K | 0.35% | 91 |
|
|
2021
Q2 | $1.44M | Buy |
+9,275
| New | +$1.44M | 0.29% | 100 |
|
|
2020
Q2 | – | Sell |
-45,179
| Closed | -$4.07M | – | 102 |
|
|
2020
Q1 | $4.07M | Sell |
45,179
-19,138
| -30% | -$1.72M | 1.58% | 18 |
|
|
2019
Q4 | $8.97M | Sell |
64,317
-1,694
| -3% | -$236K | 2.75% | 4 |
|
|
2019
Q3 | $7.77M | Buy |
66,011
+9,351
| +17% | +$1.1M | 2.58% | 5 |
|
|
2019
Q2 | $6.33M | Sell |
56,660
-2,051
| -3% | -$229K | 1.83% | 11 |
|
|
2019
Q1 | $5.94M | Buy |
58,711
+15,363
| +35% | +$1.56M | 2.08% | 8 |
|
|
2018
Q4 | $4.23M | Sell |
43,348
-10,144
| -19% | -$990K | 1.93% | 11 |
|
|
2018
Q3 | $6.07M | Buy |
53,492
+2,448
| +5% | +$278K | 2.17% | 7 |
|
|
2018
Q2 | $5.51M | Sell |
51,044
-5,198
| -9% | -$561K | 2.2% | 9 |
|
|
2018
Q1 | $5.63M | Buy |
56,242
+6,978
| +14% | +$698K | 2.28% | 9 |
|
|
2017
Q4 | $5.35M | Buy |
49,264
+490
| +1% | +$53.2K | 2.37% | 11 |
|
|
2017
Q3 | $4.7M | Buy |
48,774
+8,251
| +20% | +$795K | 1.74% | 14 |
|
|
2017
Q2 | $3.78M | Buy |
40,523
+3,509
| +9% | +$327K | 1.49% | 20 |
|
|
2017
Q1 | $3.19M | Buy |
37,014
+3,770
| +11% | +$325K | 1.97% | 18 |
|
|
2016
Q4 | $2.78M | Buy |
+33,244
| New | +$2.78M | 1.33% | 29 |
|