ICW Investment 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
Q3 | $844K | Buy |
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|
2025
Q2 | $748K | Buy |
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|
2025
Q1 | $632K | Buy |
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|
2024
Q4 | $618K | Buy |
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|
2024
Q3 | $543K | Buy |
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|
2024
Q2 | $520K | Buy |
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|
2024
Q1 | $515K | Buy |
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|
2023
Q4 | $437K | Buy |
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|
2023
Q3 | $370K | Buy |
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|
2023
Q2 | $341K | Buy |
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|
2023
Q1 | $306K | Buy |
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|
2022
Q4 | $311K | Buy |
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|
2022
Q3 | $242K | Buy |
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|
2022
Q2 | $261K | Buy |
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|
2022
Q1 | $316K | Buy |
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|
2021
Q4 | $354K | Buy |
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|
2021
Q3 | $366K | Buy |
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|
2021
Q2 | $347K | Buy |
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|
2021
Q1 | $340K | Buy |
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|
2020
Q4 | $280K | Buy |
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|
2020
Q3 | $215K | Buy |
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|
2020
Q2 | $210K | Sell |
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|
2020
Q1 | $215K | Buy |
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|
2019
Q4 | $333K | Buy |
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