IA
IFP Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4M | Buy |
46,303
+583
| +1% | +$169K | 0.38% | 47 |
|
|
2025
Q1 | $11.2M | Buy |
45,720
+1,577
| +4% | +$387K | 0.35% | 52 |
|
|
2024
Q4 | $10.6M | Sell |
44,143
-5,446
| -11% | -$1.31M | 0.35% | 56 |
|
|
2024
Q3 | $10.5M | Buy |
49,589
+743
| +2% | +$157K | 0.38% | 51 |
|
|
2024
Q2 | $9.88M | Buy |
48,846
+12,441
| +34% | +$2.52M | 0.39% | 51 |
|
|
2024
Q1 | $7.65M | Sell |
36,405
-6,572
| -15% | -$1.38M | 0.34% | 64 |
|
|
2023
Q4 | $7.31M | Sell |
42,977
-5,619
| -12% | -$956K | 0.35% | 64 |
|
|
2023
Q3 | $7.05M | Sell |
48,596
-15,107
| -24% | -$2.19M | 0.32% | 72 |
|
|
2023
Q2 | $9.27M | Sell |
63,703
-30,356
| -32% | -$4.42M | 0.39% | 52 |
|
|
2023
Q1 | $7.94M | Sell |
94,059
-34,148
| -27% | -$2.88M | 0.35% | 55 |
|
|
2022
Q4 | $10.8M | Sell |
128,207
-3,113
| -2% | -$263K | 0.29% | 69 |
|
|
2022
Q3 | $11.2M | Buy |
131,320
+6,036
| +5% | +$515K | 0.29% | 66 |
|
|
2022
Q2 | $10.7M | Hold |
125,284
| – | – | 0.34% | 61 |
|
|
2022
Q1 | $10.7M | Buy |
125,284
+41,136
| +49% | +$3.51M | 0.34% | 61 |
|
|
2021
Q4 | $13.3M | Buy |
84,148
+1,404
| +2% | +$223K | 0.26% | 41 |
|
|
2021
Q3 | $13.5M | Buy |
82,744
+7,769
| +10% | +$1.27M | 0.27% | 40 |
|
|
2021
Q2 | $11.7M | Buy |
74,975
+12,520
| +20% | +$1.95M | 0.24% | 44 |
|
|
2021
Q1 | $9.51M | Sell |
62,455
-3,211
| -5% | -$489K | 0.19% | 50 |
|
|
2020
Q4 | $8.34M | Buy |
65,666
+5,167
| +9% | +$656K | 0.34% | 47 |
|
|
2020
Q3 | $5.83M | Buy |
60,499
+1,749
| +3% | +$169K | 0.35% | 55 |
|
|
2020
Q2 | $5.46M | Buy |
58,750
+4,655
| +9% | +$433K | 0.43% | 47 |
|
|
2020
Q1 | $5.31M | Sell |
54,095
-1,868
| -3% | -$183K | 0.54% | 36 |
|
|
2019
Q4 | $7.8M | Sell |
55,963
-19,235
| -26% | -$2.68M | 0.59% | 29 |
|
|
2019
Q3 | $8.85M | Buy |
+75,198
| New | +$8.85M | 0.59% | 27 |
|
|
2019
Q1 | $4.33M | Sell |
42,824
-61,995
| -59% | -$6.27M | 0.59% | 24 |
|
|
2018
Q4 | $10.2M | Sell |
104,819
-11,826
| -10% | -$1.15M | 0.62% | 21 |
|
|
2018
Q3 | $13.2M | Sell |
116,645
-4,927
| -4% | -$556K | 0.54% | 25 |
|
|
2018
Q2 | $12.7M | Buy |
121,572
+10,420
| +9% | +$1.09M | 0.53% | 25 |
|
|
2018
Q1 | $11.9M | Hold |
111,152
| – | – | 0.54% | 30 |
|
|
2017
Q4 | $11.9M | Sell |
111,152
-62,314
| -36% | -$6.66M | 0.54% | 30 |
|
|
2017
Q3 | $16.6M | Buy |
173,466
+646
| +0.4% | +$61.7K | 0.66% | 22 |
|
|
2017
Q2 | $15.8M | Buy |
172,820
+2,187
| +1% | +$200K | 0.67% | 18 |
|
|
2017
Q1 | $15M | Buy |
170,633
+5,863
| +4% | +$515K | 0.65% | 19 |
|
|
2016
Q4 | $14.2M | Buy |
164,770
+34,906
| +27% | +$3.01M | 0.69% | 19 |
|
|
2016
Q3 | $8.65M | Sell |
129,864
-11,638
| -8% | -$775K | 0.45% | 36 |
|
|
2016
Q2 | $8.79M | Buy |
141,502
+98,678
| +230% | +$6.13M | 0.49% | 34 |
|
|
2016
Q1 | $4.33M | Sell |
42,824
-54,423
| -56% | -$5.5M | 0.59% | 24 |
|
|
2015
Q4 | $6.42M | Buy |
+97,247
| New | +$6.42M | 0.43% | 49 |
|