IHT Wealth Management’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 | $19.6M | Buy |
67,751
+3,982
| +6% | +$1.15M | 0.54% | 34 |
|
|
2025
Q1 | $15.6M | Buy |
63,769
+6,766
| +12% | +$1.66M | 0.49% | 43 |
|
|
2024
Q4 | $13.7M | Sell |
57,003
-10,794
| -16% | -$2.59M | 0.44% | 48 |
|
|
2024
Q3 | $14.3M | Buy |
67,797
+13,809
| +26% | +$2.9M | 0.4% | 46 |
|
|
2024
Q2 | $10.9M | Buy |
53,988
+309
| +0.6% | +$62.5K | 0.41% | 45 |
|
|
2024
Q1 | $10.8M | Sell |
53,679
-2,301
| -4% | -$461K | 0.43% | 41 |
|
|
2023
Q4 | $9.52M | Sell |
55,980
-3,072
| -5% | -$523K | 0.42% | 41 |
|
|
2023
Q3 | $8.56M | Buy |
59,052
+3,079
| +6% | +$447K | 0.43% | 41 |
|
|
2023
Q2 | $8.14M | Buy |
55,973
+3,632
| +7% | +$528K | 0.42% | 43 |
|
|
2023
Q1 | $6.82M | Buy |
52,341
+1,946
| +4% | +$254K | 0.39% | 51 |
|
|
2022
Q4 | $6.76M | Buy |
50,395
+42
| +0.1% | +$5.63K | 0.42% | 49 |
|
|
2022
Q3 | $5.26M | Buy |
50,353
+7,795
| +18% | +$815K | 0.4% | 47 |
|
|
2022
Q2 | $4.79M | Buy |
42,558
+7,781
| +22% | +$876K | 0.42% | 41 |
|
|
2022
Q1 | $4.74M | Buy |
34,777
+346
| +1% | +$47.2K | 0.36% | 53 |
|
|
2021
Q4 | $5.45M | Buy |
34,431
+1,386
| +4% | +$219K | 0.4% | 44 |
|
|
2021
Q3 | $5.41M | Sell |
33,045
-6,021
| -15% | -$986K | 0.44% | 43 |
|
|
2021
Q2 | $6.08M | Buy |
39,066
+3,987
| +11% | +$620K | 0.39% | 47 |
|
|
2021
Q1 | $5.34M | Sell |
35,079
-974
| -3% | -$148K | 0.38% | 51 |
|
|
2020
Q4 | $4.58M | Buy |
36,053
+5,214
| +17% | +$663K | 0.38% | 49 |
|
|
2020
Q3 | $2.97M | Sell |
30,839
-2,137
| -6% | -$206K | 0.3% | 76 |
|
|
2020
Q2 | $3.1M | Sell |
32,976
-2,872
| -8% | -$270K | 0.43% | 49 |
|
|
2020
Q1 | $3.23M | Buy |
35,848
+131
| +0.4% | +$11.8K | 0.46% | 49 |
|
|
2019
Q4 | $4.98M | Sell |
35,717
-434
| -1% | -$60.5K | 0.59% | 29 |
|
|
2019
Q3 | $4.27M | Buy |
36,151
+2,652
| +8% | +$313K | 0.58% | 29 |
|
|
2019
Q2 | $3.74M | Buy |
33,499
+757
| +2% | +$84.6K | 0.54% | 34 |
|
|
2019
Q1 | $3.31M | Sell |
32,742
-1,710
| -5% | -$173K | 0.55% | 30 |
|
|
2018
Q4 | $3.36M | Buy |
34,452
+3,541
| +11% | +$346K | 0.65% | 29 |
|
|
2018
Q3 | $3.49M | Buy |
30,911
+2,131
| +7% | +$240K | 0.75% | 25 |
|
|
2018
Q2 | $3M | Buy |
28,780
+11,864
| +70% | +$1.24M | 0.77% | 25 |
|
|
2018
Q1 | $1.82M | Sell |
16,916
-1,504
| -8% | -$162K | 0.49% | 39 |
|
|
2017
Q4 | $2M | Buy |
18,420
+7,369
| +67% | +$800K | 0.53% | 35 |
|
|
2017
Q3 | $1.07M | Sell |
11,051
-2,556
| -19% | -$246K | 0.45% | 53 |
|
|
2017
Q2 | $51 | Buy |
13,607
+3,816
| +39% | +$14 | 0.02% | 498 |
|
|
2017
Q1 | $844K | Sell |
9,791
-3,213
| -25% | -$277K | 0.56% | 36 |
|
|
2016
Q4 | $1.13M | Buy |
+13,004
| New | +$1.13M | 0.86% | 17 |
|