IFA
Index Fund Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Sell |
1,415
-96
| -6% | -$27.8K | 0.02% | 97 |
|
|
2025
Q1 | $371K | Sell |
1,511
-1,368
| -48% | -$336K | 0.02% | 62 |
|
|
2024
Q4 | $690K | Buy |
2,879
+96
| +3% | +$23K | 0.04% | 49 |
|
|
2024
Q3 | $587K | Hold |
2,783
| – | – | 0.03% | 58 |
|
|
2024
Q2 | $563K | Buy |
2,783
+308
| +12% | +$62.3K | 0.03% | 57 |
|
|
2024
Q1 | $496K | Sell |
2,475
-140
| -5% | -$28K | 0.03% | 57 |
|
|
2023
Q4 | $445K | Sell |
2,615
-689
| -21% | -$117K | 0.03% | 56 |
|
|
2023
Q3 | $479K | Buy |
3,304
+751
| +29% | +$109K | 0.03% | 55 |
|
|
2023
Q2 | $371K | Buy |
2,553
+141
| +6% | +$20.5K | 0.02% | 63 |
|
|
2023
Q1 | $314K | Sell |
2,412
-11
| -0.5% | -$1.43K | 0.02% | 73 |
|
|
2022
Q4 | $325K | Sell |
2,423
-1,913
| -44% | -$257K | 0.02% | 62 |
|
|
2022
Q3 | $453K | Sell |
4,336
-323
| -7% | -$33.7K | 0.04% | 50 |
|
|
2022
Q2 | $525K | Buy |
4,659
+201
| +5% | +$22.7K | 0.04% | 47 |
|
|
2022
Q1 | $608K | Sell |
4,458
-33
| -0.7% | -$4.5K | 0.05% | 48 |
|
|
2021
Q4 | $711K | Buy |
+4,491
| New | +$711K | 0.05% | 44 |
|