ICW Investment Advisors’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 | $748K | Buy |
2,579
+1
| +0% | +$290 | 0.3% | 107 |
|
|
2025
Q1 | $632K | Buy |
2,578
+2
| +0.1% | +$491 | 0.26% | 111 |
|
|
2024
Q4 | $618K | Buy |
2,576
+2
| +0.1% | +$479 | 0.26% | 112 |
|
|
2024
Q3 | $543K | Buy |
2,574
+1
| +0% | +$211 | 0.23% | 115 |
|
|
2024
Q2 | $520K | Buy |
2,573
+1
| +0% | +$202 | 0.24% | 114 |
|
|
2024
Q1 | $515K | Buy |
2,572
+3
| +0.1% | +$601 | 0.23% | 115 |
|
|
2023
Q4 | $437K | Buy |
2,569
+19
| +0.7% | +$3.23K | 0.21% | 117 |
|
|
2023
Q3 | $370K | Buy |
2,550
+202
| +9% | +$29.3K | 0.2% | 118 |
|
|
2023
Q2 | $341K | Buy |
2,348
+2
| +0.1% | +$291 | 0.18% | 117 |
|
|
2023
Q1 | $306K | Buy |
2,346
+26
| +1% | +$3.39K | 0.17% | 120 |
|
|
2022
Q4 | $311K | Buy |
2,320
+1
| +0% | +$134 | 0.19% | 116 |
|
|
2022
Q3 | $242K | Buy |
2,319
+1
| +0% | +$104 | 0.16% | 122 |
|
|
2022
Q2 | $261K | Buy |
2,318
+2
| +0.1% | +$225 | 0.17% | 124 |
|
|
2022
Q1 | $316K | Buy |
2,316
+81
| +4% | +$11.1K | 0.18% | 120 |
|
|
2021
Q4 | $354K | Buy |
2,235
+1
| +0% | +$158 | 0.2% | 118 |
|
|
2021
Q3 | $366K | Buy |
2,234
+1
| +0% | +$164 | 0.24% | 112 |
|
|
2021
Q2 | $347K | Buy |
2,233
+1
| +0% | +$155 | 0.23% | 115 |
|
|
2021
Q1 | $340K | Buy |
2,232
+1
| +0% | +$152 | 0.23% | 116 |
|
|
2020
Q4 | $280K | Buy |
2,231
+1
| +0% | +$126 | 0.2% | 117 |
|
|
2020
Q3 | $215K | Buy |
2,230
+2
| +0.1% | +$193 | 0.16% | 123 |
|
|
2020
Q2 | $210K | Sell |
2,228
-165
| -7% | -$15.6K | 0.17% | 121 |
|
|
2020
Q1 | $215K | Buy |
2,393
+2
| +0.1% | +$180 | 0.2% | 114 |
|
|
2019
Q4 | $333K | Buy |
+2,391
| New | +$333K | 0.27% | 102 |
|