Independent Financial Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.3M | Sell |
|
|||||
|
2025
Q4 | $15.7M | Buy |
|
|||||
|
2025
Q3 | $14.2M | Buy |
|
|||||
|
2025
Q2 | $12.9M | Sell |
|
|||||
|
2025
Q1 | $11.1M | Sell |
|
|||||
|
2024
Q4 | $11M | Buy |
|
|||||
|
2024
Q3 | $9.16M | Buy |
|
|||||
|
2024
Q2 | $7.87M | Sell |
|
|||||
|
2024
Q1 | $7.98M | Buy |
|
|||||
|
2023
Q4 | $5.79M | Buy |
|
|||||
|
2023
Q3 | $4.81M | Buy |
|
|||||
|
2023
Q2 | $4.03M | Sell |
|
|||||
|
2023
Q1 | $3.86M | Sell |
|
|||||
|
2022
Q4 | $4M | Sell |
|
|||||
|
2022
Q3 | $3.24M | Buy |
|
|||||
|
2022
Q2 | $3.07M | Buy |
|
|||||
|
2022
Q1 | $3.68M | Buy |
|
|||||
|
2021
Q4 | $3.78M | Buy |
|
|||||
|
2021
Q3 | $3.72M | Sell |
|
|||||
|
2021
Q2 | $3.56M | Buy |
|
|||||
|
2021
Q1 | $3.29M | Buy |
|
|||||
|
2020
Q4 | $2.67M | Sell |
|
|||||
|
2020
Q3 | $2.22M | Sell |
|
|||||
|
2020
Q2 | $2.59M | Buy |
|
|||||
|
2020
Q1 | $1.42M | Buy |
|