IEQ Capital’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 | $101M | Buy |
346,774
+23,757
| +7% | +$6.89M | 0.62% | 23 |
|
|
2025
Q1 | $79.2M | Buy |
323,017
+21,020
| +7% | +$5.16M | 0.63% | 24 |
|
|
2024
Q4 | $72.4M | Buy |
301,997
+21,662
| +8% | +$5.19M | 0.7% | 24 |
|
|
2024
Q3 | $59.1M | Buy |
280,335
+10,089
| +4% | +$2.13M | 0.73% | 24 |
|
|
2024
Q2 | $54.7M | Buy |
270,246
+16,765
| +7% | +$3.39M | 0.74% | 24 |
|
|
2024
Q1 | $50.8M | Buy |
253,481
+10,851
| +4% | +$2.17M | 0.73% | 24 |
|
|
2023
Q4 | $41.3M | Buy |
242,630
+9,832
| +4% | +$1.67M | 0.69% | 26 |
|
|
2023
Q3 | $33.8M | Buy |
232,798
+3,871
| +2% | +$561K | 0.69% | 25 |
|
|
2023
Q2 | $33.3M | Buy |
228,927
+9,984
| +5% | +$1.45M | 0.67% | 24 |
|
|
2023
Q1 | $28.5M | Buy |
218,943
+5,104
| +2% | +$665K | 0.66% | 27 |
|
|
2022
Q4 | $28.7M | Buy |
213,839
+9,934
| +5% | +$1.33M | 0.8% | 23 |
|
|
2022
Q3 | $21.3M | Buy |
203,905
+32,439
| +19% | +$3.39M | 0.58% | 29 |
|
|
2022
Q2 | $19.3M | Sell |
171,466
-5,807
| -3% | -$654K | 0.59% | 32 |
|
|
2022
Q1 | $24.2M | Sell |
177,273
-4,638
| -3% | -$632K | 0.58% | 30 |
|
|
2021
Q4 | $28.8M | Buy |
181,911
+3,681
| +2% | +$583K | 0.67% | 25 |
|
|
2021
Q3 | $29.2M | Buy |
178,230
+7,213
| +4% | +$1.18M | 0.77% | 23 |
|
|
2021
Q2 | $26.6M | Buy |
171,017
+16,985
| +11% | +$2.64M | 0.78% | 23 |
|
|
2021
Q1 | $23.4M | Buy |
154,032
+9,606
| +7% | +$1.46M | 0.97% | 20 |
|
|
2020
Q4 | $18.4M | Buy |
144,426
+13,094
| +10% | +$1.66M | 0.82% | 28 |
|
|
2020
Q3 | $12.6M | Buy |
131,332
+1,387
| +1% | +$134K | 0.68% | 28 |
|
|
2020
Q2 | $12.2M | Sell |
129,945
-16,149
| -11% | -$1.52M | 0.79% | 27 |
|
|
2020
Q1 | $13.2M | Buy |
146,094
+45,063
| +45% | +$4.06M | 1.06% | 20 |
|
|
2019
Q4 | $14.1M | Buy |
+101,031
| New | +$14.1M | 1.23% | 14 |
|