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
2025
Q1
$371K Sell
2024
Q4
$690K Buy
2024
Q3
$587K Hold
2024
Q2
$563K Buy
2024
Q1
$496K Sell
2023
Q4
$445K Sell
2023
Q3
$479K Buy
2023
Q2
$371K Buy
2023
Q1
$314K Sell
2022
Q4
$325K Sell
2022
Q3
$453K Sell
2022
Q2
$525K Buy
2022
Q1
$608K Sell
2021
Q4
$711K Buy