IFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.59M | Buy |
8,789
+16
| +0.2% | +$4.86K | 0.42% | 32 |
|
|
2025
Q4 | $2.83M | Sell |
8,773
-19
| -0.2% | -$5.88K | 0.47% | 27 |
|
|
2025
Q3 | $2.77M | Buy |
8,792
+267
| +3% | +$79.4K | 0.45% | 27 |
|
|
2025
Q2 | $2.47M | Buy |
8,525
+49
| +0.6% | +$12.5K | 0.42% | 29 |
|
|
2025
Q1 | $2.08M | Buy |
8,476
+9
| +0.1% | +$2.29K | 0.4% | 32 |
|
|
2024
Q4 | $2.03M | Buy |
8,467
+393
| +5% | +$91.5K | 0.4% | 34 |
|
|
2024
Q3 | $1.7M | Buy |
8,074
+266
| +3% | +$56K | 0.36% | 34 |
|
|
2024
Q2 | $1.58M | Buy |
7,808
+179
| +2% | +$35K | 0.37% | 35 |
|
|
2024
Q1 | $1.53M | Sell |
7,629
-27
| -0.4% | -$4.87K | 0.4% | 32 |
|
|
2023
Q4 | $1.3M | Buy |
7,656
+54
| +0.7% | +$8.18K | 0.38% | 33 |
|
|
2023
Q3 | $1.1M | Sell |
7,602
-3
| -0% | -$450 | 0.39% | 32 |
|
|
2023
Q2 | $1.11M | Buy |
7,605
+13
| +0.2% | +$1.79K | 0.39% | 34 |
|
|
2023
Q1 | $989K | Buy |
7,592
+13
| +0.2% | +$1.78K | 0.39% | 33 |
|
|
2022
Q4 | $1.02M | Sell |
7,579
-61
| -0.8% | -$7.73K | 0.44% | 32 |
|
|
2022
Q3 | $798K | Buy |
7,640
+128
| +2% | +$14.7K | 0.4% | 36 |
|
|
2022
Q2 | $846K | Buy |
7,512
+14
| +0.2% | +$1.74K | 0.43% | 33 |
|
|
2022
Q1 | $1.02M | Buy |
7,498
+112
| +2% | +$16.5K | 0.45% | 35 |
|
|
2021
Q4 | $1.17M | Sell |
7,386
-12
| -0.2% | -$1.97K | 0.5% | 30 |
|
|
2021
Q3 | $1.21M | Buy |
7,398
+66
| +0.9% | +$10.3K | 0.56% | 29 |
|
|
2021
Q2 | $1.14M | Buy |
7,332
+127
| +2% | +$19.9K | 0.54% | 27 |
|
|
2021
Q1 | $1.1M | Buy |
7,205
+31
| +0.4% | +$4.46K | 0.6% | 21 |
|
|
2020
Q4 | $912K | Buy |
7,174
+39
| +0.5% | +$4.36K | 0.56% | 20 |
|
|
2020
Q3 | $686K | Buy |
7,135
+141
| +2% | +$13.8K | 0.49% | 25 |
|
|
2020
Q2 | $658K | Buy |
6,994
+55
| +0.8% | +$5.22K | 0.52% | 24 |
|
|
2020
Q1 | $625K | Buy |
6,939
+4,094
| +144% | +$497K | 0.62% | 21 |
|
|
2019
Q4 | $397K | Hold |
2,845
| – | – | 0.33% | 32 |
|
|
2019
Q3 | $335K | Buy |
+2,845
| New | +$322K | 0.31% | 37 |
|
Other funds holding JPM
VCM
VPM
