Index Fund Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Sell |
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|
2025
Q1 | $371K | Sell |
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|
2024
Q4 | $690K | Buy |
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|
2024
Q3 | $587K | Hold |
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|
2024
Q2 | $563K | Buy |
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|
2024
Q1 | $496K | Sell |
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|
2023
Q4 | $445K | Sell |
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|
2023
Q3 | $479K | Buy |
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|
2023
Q2 | $371K | Buy |
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|
2023
Q1 | $314K | Sell |
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|
2022
Q4 | $325K | Sell |
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|
2022
Q3 | $453K | Sell |
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|
2022
Q2 | $525K | Buy |
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|
2022
Q1 | $608K | Sell |
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|
2021
Q4 | $711K | Buy |
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