IFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.56K | Hold |
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|
2025
Q2 | $3.26K | Hold |
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|
2025
Q1 | $2.74K | Hold |
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|
2024
Q4 | $2.67K | Hold |
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|
2024
Q3 | $2.33K | Hold |
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|
2024
Q2 | $2.23K | Buy |
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|
2024
Q1 | $2.19K | Hold |
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|
2023
Q4 | $1.85K | Hold |
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|
2023
Q3 | $1.57K | Hold |
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|
2023
Q2 | $1.56K | Hold |
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|
2023
Q1 | $1.39K | Hold |
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|
2022
Q4 | $1.42K | Hold |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Hold |
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|
2021
Q4 | $1K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $65K | Buy |
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