IBEX Wealth Advisors’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 | $2.39M | Sell |
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|
2025
Q1 | $6.21M | Buy |
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|
2024
Q4 | $5.02M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $724K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $450 | Sell |
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|
2023
Q3 | $215K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.01M | Buy |
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|
2021
Q3 | $1.83M | Buy |
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|
2021
Q2 | $1.44M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $4.07M | Sell |
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|
2019
Q4 | $8.97M | Sell |
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|
2019
Q3 | $7.77M | Buy |
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|
2019
Q2 | $6.33M | Sell |
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|
2019
Q1 | $5.94M | Buy |
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|
2018
Q4 | $4.23M | Sell |
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|
2018
Q3 | $6.07M | Buy |
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|
2018
Q2 | $5.5M | Sell |
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|
2018
Q1 | $5.63M | Buy |
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|
2017
Q4 | $5.34M | Buy |
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|
2017
Q3 | $4.7M | Buy |
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|
2017
Q2 | $3.78M | Buy |
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|
2017
Q1 | $3.19M | Buy |
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|
2016
Q4 | $2.78M | Buy |
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