IP
Ignite Planners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.18M | Buy |
10,934
+78
| +0.7% | +$22.7K | 0.55% | 44 |
|
|
2025
Q1 | $2.68M | Buy |
10,856
+862
| +9% | +$213K | 0.52% | 47 |
|
|
2024
Q4 | $2.43M | Buy |
9,994
+78
| +0.8% | +$19K | 0.53% | 45 |
|
|
2024
Q3 | $2.09M | Sell |
9,916
-59
| -0.6% | -$12.4K | 0.48% | 53 |
|
|
2024
Q2 | $2.04M | Buy |
9,975
+12
| +0.1% | +$2.46K | 0.5% | 51 |
|
|
2024
Q1 | $1.98M | Sell |
9,963
-5,423
| -35% | -$1.08M | 0.56% | 44 |
|
|
2023
Q4 | $2.65M | Sell |
15,386
-1,875
| -11% | -$323K | 0.79% | 28 |
|
|
2023
Q3 | $2.47M | Buy |
17,261
+6,640
| +63% | +$949K | 0.75% | 26 |
|
|
2023
Q2 | $1.53M | Sell |
10,621
-131
| -1% | -$18.9K | 0.59% | 40 |
|
|
2023
Q1 | $1.38M | Buy |
10,752
+825
| +8% | +$106K | 0.56% | 43 |
|
|
2022
Q4 | $1.4M | Buy |
9,927
+1,044
| +12% | +$147K | 0.58% | 37 |
|
|
2022
Q3 | $955K | Buy |
8,883
+982
| +12% | +$106K | 0.76% | 32 |
|
|
2022
Q2 | $907K | Buy |
7,901
+351
| +5% | +$40.3K | 0.74% | 33 |
|
|
2022
Q1 | $958K | Buy |
7,550
+270
| +4% | +$34.3K | 0.64% | 40 |
|
|
2021
Q4 | $1.1M | Buy |
+7,280
| New | +$1.1M | 0.71% | 38 |
|