IAS
IMA Advisory Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.52M | Buy |
22,496
+216
| +1% | +$62.6K | 0.7% | 31 |
|
|
2025
Q1 | $5.47M | Sell |
22,280
-658
| -3% | -$161K | 0.65% | 35 |
|
|
2024
Q4 | $5.5M | Sell |
22,938
-591
| -3% | -$142K | 0.66% | 33 |
|
|
2024
Q3 | $4.96M | Buy |
23,529
+719
| +3% | +$152K | 1.08% | 24 |
|
|
2024
Q2 | $4.61M | Sell |
22,810
-176
| -0.8% | -$35.6K | 2.04% | 14 |
|
|
2024
Q1 | $4.6M | Sell |
22,986
-2,175
| -9% | -$436K | 2.18% | 15 |
|
|
2023
Q4 | $4.28M | Sell |
25,161
-1,857
| -7% | -$316K | 2.14% | 13 |
|
|
2023
Q3 | $3.92M | Sell |
27,018
-506
| -2% | -$73.4K | 1.01% | 26 |
|
|
2023
Q2 | $4M | Sell |
27,524
-17
| -0.1% | -$2.47K | 1.03% | 26 |
|
|
2023
Q1 | $3.59M | Buy |
27,541
+3,362
| +14% | +$438K | 0.93% | 23 |
|
|
2022
Q4 | $3.24M | Sell |
24,179
-10,710
| -31% | -$1.44M | 0.86% | 26 |
|
|
2022
Q3 | $3.65M | Sell |
34,889
-2,207
| -6% | -$231K | 0.98% | 24 |
|
|
2022
Q2 | $4.18M | Buy |
37,096
+3,942
| +12% | +$444K | 1.02% | 21 |
|
|
2022
Q1 | $4.52M | Buy |
33,154
+7,298
| +28% | +$995K | 1.04% | 18 |
|
|
2021
Q4 | $4.09M | Buy |
25,856
+1,008
| +4% | +$160K | 0.9% | 25 |
|
|
2021
Q3 | $4.07M | Buy |
24,848
+736
| +3% | +$120K | 0.96% | 26 |
|
|
2021
Q2 | $3.75M | Buy |
24,112
+3,945
| +20% | +$614K | 0.88% | 32 |
|
|
2021
Q1 | $3.07M | Sell |
20,167
-6,517
| -24% | -$992K | 0.75% | 45 |
|
|
2020
Q4 | $3.39M | Buy |
26,684
+9,026
| +51% | +$1.15M | 0.95% | 31 |
|
|
2020
Q3 | $1.7M | Sell |
17,658
-4,412
| -20% | -$425K | 0.57% | 60 |
|
|
2020
Q2 | $2.08M | Buy |
22,070
+37
| +0.2% | +$3.48K | 0.75% | 50 |
|
|
2020
Q1 | $1.98M | Sell |
22,033
-10,251
| -32% | -$923K | 0.87% | 39 |
|
|
2019
Q4 | $4.5M | Sell |
32,284
-6,150
| -16% | -$857K | 1.67% | 10 |
|
|
2019
Q3 | $4.52M | Buy |
38,434
+1,808
| +5% | +$213K | 1.71% | 10 |
|
|
2019
Q2 | $4.1M | Buy |
36,626
+1,380
| +4% | +$154K | 1.53% | 12 |
|
|
2019
Q1 | $3.57M | Buy |
35,246
+6,594
| +23% | +$668K | 1.39% | 20 |
|
|
2018
Q4 | $2.8M | Sell |
28,652
-1,512
| -5% | -$148K | 1.31% | 20 |
|
|
2018
Q3 | $3.4M | Buy |
30,164
+6,065
| +25% | +$684K | 1.33% | 24 |
|
|
2018
Q2 | $2.51M | Sell |
24,099
-42
| -0.2% | -$4.38K | 1.05% | 34 |
|
|
2018
Q1 | $2.66M | Buy |
24,141
+1,854
| +8% | +$204K | 1.18% | 28 |
|
|
2017
Q4 | $2.38M | Buy |
22,287
+3,096
| +16% | +$331K | 1.07% | 31 |
|
|
2017
Q3 | $1.83M | Buy |
19,191
+1,614
| +9% | +$154K | 0.85% | 43 |
|
|
2017
Q2 | $1.61M | Sell |
17,577
-2,536
| -13% | -$232K | 0.77% | 45 |
|
|
2017
Q1 | $1.77M | Buy |
20,113
+2,631
| +15% | +$231K | 0.89% | 39 |
|
|
2016
Q4 | $1.51M | Sell |
17,482
-3,002
| -15% | -$259K | 0.93% | 41 |
|
|
2016
Q3 | $1.36M | Buy |
20,484
+280
| +1% | +$18.6K | 0.78% | 45 |
|
|
2016
Q2 | $1.26M | Sell |
20,204
-650
| -3% | -$40.4K | 0.79% | 47 |
|
|
2016
Q1 | $1.21M | Sell |
20,854
-50
| -0.2% | -$2.9K | 0.7% | 53 |
|
|
2015
Q4 | $1.35M | Buy |
20,904
+380
| +2% | +$24.6K | 0.82% | 43 |
|
|
2015
Q3 | $1.22M | Sell |
20,524
-690
| -3% | -$41.2K | 0.78% | 45 |
|
|
2015
Q2 | $1.44M | Sell |
21,214
-1,260
| -6% | -$85.4K | 0.68% | 46 |
|
|
2015
Q1 | $1.36M | Buy |
22,474
+215
| +1% | +$13K | 0.66% | 44 |
|
|
2014
Q4 | $1.39M | Sell |
22,259
-545
| -2% | -$34.1K | 0.72% | 46 |
|
|
2014
Q3 | $1.37M | Sell |
22,804
-210
| -0.9% | -$12.7K | 0.65% | 47 |
|
|
2014
Q2 | $1.33M | Sell |
23,014
-530
| -2% | -$30.5K | 0.61% | 50 |
|
|
2014
Q1 | $1.43M | Sell |
23,544
-1,420
| -6% | -$86.2K | 0.67% | 49 |
|
|
2013
Q4 | $1.46M | Sell |
24,964
-330
| -1% | -$19.3K | 0.69% | 48 |
|
|
2013
Q3 | $1.31M | Buy |
25,294
+1,180
| +5% | +$61K | 0.64% | 49 |
|
|
2013
Q2 | $1.27M | Buy |
+24,114
| New | +$1.27M | 0.69% | 43 |
|