IAA
Independent Advisor Alliance’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.3M | Sell |
173,617
-11,762
| -6% | -$3.41M | 1.45% | 9 |
|
|
2025
Q1 | $45.5M | Buy |
185,379
+3,933
| +2% | +$965K | 1.5% | 8 |
|
|
2024
Q4 | $43.5M | Buy |
181,446
+11,127
| +7% | +$2.67M | 0.58% | 31 |
|
|
2024
Q3 | $35.9M | Sell |
170,319
-3,312
| -2% | -$698K | 1.31% | 13 |
|
|
2024
Q2 | $35.1M | Sell |
173,631
-4,914
| -3% | -$994K | 1.2% | 14 |
|
|
2024
Q1 | $35.8M | Sell |
178,545
-14,510
| -8% | -$2.91M | 1.29% | 13 |
|
|
2023
Q4 | $32.8M | Buy |
193,055
+6,571
| +4% | +$1.12M | 1.18% | 15 |
|
|
2023
Q3 | $27M | Buy |
186,484
+9,140
| +5% | +$1.33M | 1.22% | 15 |
|
|
2023
Q2 | $25.8M | Buy |
177,344
+8,622
| +5% | +$1.25M | 1.14% | 16 |
|
|
2023
Q1 | $22M | Sell |
168,722
-11,356
| -6% | -$1.48M | 1.06% | 18 |
|
|
2022
Q4 | $777K | Sell |
180,078
-19
| -0% | -$82 | 0.27% | 54 |
|
|
2022
Q3 | $18.8M | Buy |
180,097
+2,517
| +1% | +$263K | 1.1% | 15 |
|
|
2022
Q2 | $20M | Buy |
177,580
+2,149
| +1% | +$242K | 1.12% | 16 |
|
|
2022
Q1 | $23.9M | Buy |
175,431
+19,363
| +12% | +$2.64M | 1.15% | 13 |
|
|
2021
Q4 | $24.7M | Buy |
156,068
+2,111
| +1% | +$334K | 1.22% | 11 |
|
|
2021
Q3 | $25.2M | Sell |
153,957
-9,818
| -6% | -$1.61M | 1.4% | 8 |
|
|
2021
Q2 | $25.5M | Sell |
163,775
-2,812
| -2% | -$437K | 1.4% | 7 |
|
|
2021
Q1 | $25.4M | Buy |
166,587
+14,215
| +9% | +$2.16M | 1.5% | 6 |
|
|
2020
Q4 | $19.4M | Buy |
152,372
+14,213
| +10% | +$1.81M | 1.31% | 10 |
|
|
2020
Q3 | $13.3M | Buy |
138,159
+33,258
| +32% | +$3.2M | 1.01% | 18 |
|
|
2020
Q2 | $9.87M | Buy |
104,901
+15,290
| +17% | +$1.44M | 1.06% | 18 |
|
|
2020
Q1 | $8.07M | Buy |
89,611
+3,208
| +4% | +$289K | 1.17% | 19 |
|
|
2019
Q4 | $12M | Sell |
86,403
-4,395
| -5% | -$613K | 0.53% | 36 |
|
|
2019
Q3 | $10.8M | Buy |
90,798
+365
| +0.4% | +$43.5K | 1.32% | 17 |
|
|
2019
Q2 | $8.79M | Buy |
90,433
+4,275
| +5% | +$416K | 1.27% | 19 |
|
|
2019
Q1 | $8.72M | Buy |
86,158
+3,962
| +5% | +$401K | 1.23% | 19 |
|
|
2018
Q4 | $8.06M | Buy |
82,196
+14,797
| +22% | +$1.45M | 1.43% | 13 |
|
|
2018
Q3 | $7.16M | Buy |
67,399
+4,386
| +7% | +$466K | 1.29% | 7 |
|
|
2018
Q2 | $6.16M | Sell |
63,013
-12,903
| -17% | -$1.26M | 1.28% | 13 |
|
|
2018
Q1 | $8.18M | Buy |
75,916
+7,661
| +11% | +$826K | 1.82% | 4 |
|
|
2017
Q4 | $7.41M | Buy |
68,255
+4,715
| +7% | +$512K | 1.65% | 8 |
|
|
2017
Q3 | $6.13M | Buy |
63,540
+1,887
| +3% | +$182K | 1.68% | 12 |
|
|
2017
Q2 | $5.75M | Buy |
61,653
+16,666
| +37% | +$1.55M | 1.83% | 8 |
|
|
2017
Q1 | $3.88M | Buy |
44,987
+8,243
| +22% | +$710K | 0.61% | 46 |
|
|
2016
Q4 | $3.07M | Buy |
+36,744
| New | +$3.07M | 1.31% | 18 |
|