IAP
Indie Asset Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
3,803
-504
| -12% | -$146K | 2.01% | 14 |
|
|
2025
Q1 | $1.06M | Sell |
4,307
-2,047
| -32% | -$502K | 0.92% | 16 |
|
|
2024
Q4 | $1.52M | Buy |
6,354
+3
| +0% | +$719 | 1.2% | 14 |
|
|
2024
Q3 | $1.34M | Buy |
6,351
+2
| +0% | +$422 | 1% | 15 |
|
|
2024
Q2 | $1.28M | Buy |
6,349
+4,018
| +172% | +$813K | 1.02% | 15 |
|
|
2024
Q1 | $467K | Sell |
2,331
-47
| -2% | -$9.41K | 0.42% | 39 |
|
|
2023
Q4 | $405K | Sell |
2,378
-62
| -3% | -$10.5K | 0.37% | 38 |
|
|
2023
Q3 | $354K | Buy |
2,440
+34
| +1% | +$4.93K | 0.36% | 42 |
|
|
2023
Q2 | $350K | Buy |
2,406
+1
| +0% | +$145 | 0.38% | 41 |
|
|
2023
Q1 | $313K | Sell |
2,405
-299
| -11% | -$39K | 0.37% | 49 |
|
|
2022
Q4 | $363K | Sell |
2,704
-224
| -8% | -$30K | 0.4% | 47 |
|
|
2022
Q3 | $306K | Sell |
2,928
-260
| -8% | -$27.2K | 0.31% | 58 |
|
|
2022
Q2 | $359K | Buy |
3,188
+230
| +8% | +$25.9K | 0.32% | 56 |
|
|
2022
Q1 | $403K | Buy |
2,958
+157
| +6% | +$21.4K | 0.3% | 62 |
|
|
2021
Q4 | $444K | Sell |
2,801
-1,267
| -31% | -$201K | 0.32% | 60 |
|
|
2021
Q3 | $666K | Buy |
4,068
+875
| +27% | +$143K | 0.54% | 35 |
|
|
2021
Q2 | $497K | Sell |
3,193
-259
| -8% | -$40.3K | 0.4% | 53 |
|
|
2021
Q1 | $525K | Sell |
3,452
-1,006
| -23% | -$153K | 0.6% | 48 |
|
|
2020
Q4 | $566K | Sell |
4,458
-4,179
| -48% | -$531K | 0.66% | 37 |
|
|
2020
Q3 | $832K | Sell |
8,637
-118
| -1% | -$11.4K | 1.04% | 22 |
|
|
2020
Q2 | $881K | Buy |
8,755
+2,980
| +52% | +$300K | 1.11% | 19 |
|
|
2020
Q1 | $520K | Buy |
5,775
+863
| +18% | +$77.7K | 0.65% | 30 |
|
|
2019
Q4 | $685K | Buy |
+4,912
| New | +$685K | 0.73% | 30 |
|