Independent Solutions 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 | $2.63M | Buy |
9,086
+719
| +9% | +$208K | 0.51% | 63 |
|
|
2025
Q1 | $2.05M | Sell |
8,367
-524
| -6% | -$129K | 0.46% | 72 |
|
|
2024
Q4 | $2.13M | Buy |
8,891
+29
| +0.3% | +$6.95K | 0.47% | 68 |
|
|
2024
Q3 | $1.87M | Buy |
8,862
+275
| +3% | +$58K | 0.42% | 72 |
|
|
2024
Q2 | $1.74M | Sell |
8,587
-847
| -9% | -$171K | 0.4% | 76 |
|
|
2024
Q1 | $1.89M | Buy |
9,434
+117
| +1% | +$23.4K | 0.45% | 67 |
|
|
2023
Q4 | $1.58M | Sell |
9,317
-1,345
| -13% | -$229K | 0.41% | 72 |
|
|
2023
Q3 | $1.55M | Buy |
10,662
+2,832
| +36% | +$411K | 0.4% | 58 |
|
|
2023
Q2 | $1.14M | Buy |
7,830
+5,103
| +187% | +$742K | 0.29% | 81 |
|
|
2023
Q1 | $355K | Sell |
2,727
-2,490
| -48% | -$324K | 0.1% | 142 |
|
|
2022
Q4 | $700K | Buy |
5,217
+438
| +9% | +$58.7K | 0.21% | 100 |
|
|
2022
Q3 | $499K | Buy |
4,779
+652
| +16% | +$68.1K | 0.16% | 118 |
|
|
2022
Q2 | $465K | Sell |
4,127
-308
| -7% | -$34.7K | 0.14% | 121 |
|
|
2022
Q1 | $605K | Buy |
4,435
+44
| +1% | +$6K | 0.14% | 119 |
|
|
2021
Q4 | $695K | Buy |
4,391
+91
| +2% | +$14.4K | 0.16% | 113 |
|
|
2021
Q3 | $704K | Buy |
4,300
+72
| +2% | +$11.8K | 0.17% | 113 |
|
|
2021
Q2 | $658K | Buy |
4,228
+318
| +8% | +$49.5K | 0.16% | 118 |
|
|
2021
Q1 | $595K | Buy |
3,910
+83
| +2% | +$12.6K | 0.16% | 108 |
|
|
2020
Q4 | $486K | Buy |
3,827
+1
| +0% | +$127 | 0.15% | 109 |
|
|
2020
Q3 | $368K | Sell |
3,826
-288
| -7% | -$27.7K | 0.14% | 116 |
|
|
2020
Q2 | $387K | Buy |
4,114
+255
| +7% | +$24K | 0.17% | 108 |
|
|
2020
Q1 | $347K | Buy |
3,859
+25
| +0.7% | +$2.25K | 0.19% | 86 |
|
|
2019
Q4 | $534K | Buy |
+3,834
| New | +$534K | 0.24% | 85 |
|