IFS 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 | $3.26K | Hold |
11
| – | – | ﹤0.01% | 123 |
|
|
2025
Q1 | $2.74K | Hold |
11
| – | – | ﹤0.01% | 152 |
|
|
2024
Q4 | $2.67K | Hold |
11
| – | – | ﹤0.01% | 138 |
|
|
2024
Q3 | $2.33K | Hold |
11
| – | – | ﹤0.01% | 120 |
|
|
2024
Q2 | $2.23K | Buy |
11
+1
| +10% | +$202 | ﹤0.01% | 113 |
|
|
2024
Q1 | $2.19K | Hold |
10
| – | – | ﹤0.01% | 114 |
|
|
2023
Q4 | $1.85K | Hold |
10
| – | – | ﹤0.01% | 115 |
|
|
2023
Q3 | $1.57K | Hold |
10
| – | – | ﹤0.01% | 115 |
|
|
2023
Q2 | $1.56K | Hold |
10
| – | – | ﹤0.01% | 111 |
|
|
2023
Q1 | $1.39K | Hold |
10
| – | – | 0.01% | 91 |
|
|
2022
Q4 | $1.42K | Hold |
10
| – | – | ﹤0.01% | 99 |
|
|
2022
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 93 |
|
|
2022
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 92 |
|
|
2022
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 103 |
|
|
2021
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 110 |
|
|
2021
Q1 | – | Sell |
-518
| Closed | -$65K | – | 85 |
|
|
2020
Q4 | $65K | Buy |
+518
| New | +$65K | 0.05% | 35 |
|