IPW
Inlet Private Wealth’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6M | Sell |
50,464
-160
| -0.3% | -$46.4K | 3.6% | 5 |
|
|
2025
Q1 | $12.4M | Sell |
50,624
-1,725
| -3% | -$423K | 3.23% | 5 |
|
|
2024
Q4 | $12.5M | Sell |
52,349
-1,265
| -2% | -$303K | 3.32% | 5 |
|
|
2024
Q3 | $11.3M | Sell |
53,614
-175
| -0.3% | -$36.9K | 2.87% | 4 |
|
|
2024
Q2 | $10.9M | Sell |
53,789
-582
| -1% | -$118K | 2.98% | 5 |
|
|
2024
Q1 | $10.9M | Sell |
54,371
-1,225
| -2% | -$245K | 3.04% | 5 |
|
|
2023
Q4 | $9.46M | Sell |
55,596
-150
| -0.3% | -$25.5K | 2.9% | 5 |
|
|
2023
Q3 | $8.08M | Sell |
55,746
-7,360
| -12% | -$1.07M | 2.66% | 6 |
|
|
2023
Q2 | $9.18M | Sell |
63,106
-100
| -0.2% | -$14.5K | 2.32% | 7 |
|
|
2023
Q1 | $8.24M | Sell |
63,206
-447
| -0.7% | -$58.2K | 2.14% | 8 |
|
|
2022
Q4 | $8.54M | Buy |
63,653
+1,693
| +3% | +$227K | 2.19% | 7 |
|
|
2022
Q3 | $6.48M | Buy |
61,960
+1,503
| +2% | +$157K | 1.93% | 10 |
|
|
2022
Q2 | $6.81M | Buy |
60,457
+19
| +0% | +$2.14K | 1.94% | 13 |
|
|
2022
Q1 | $8.24M | Buy |
60,438
+179
| +0.3% | +$24.4K | 2.06% | 10 |
|
|
2021
Q4 | $9.54M | Sell |
60,259
-9
| -0% | -$1.43K | 2.31% | 8 |
|
|
2021
Q3 | $9.87M | Hold |
60,268
| – | – | 2.64% | 5 |
|
|
2021
Q2 | $9.37M | Buy |
60,268
+19
| +0% | +$2.96K | 2.46% | 6 |
|
|
2021
Q1 | $9.17M | Buy |
60,249
+608
| +1% | +$92.6K | 2.63% | 6 |
|
|
2020
Q4 | $7.58M | Sell |
59,641
-250
| -0.4% | -$31.8K | 2.48% | 8 |
|
|
2020
Q3 | $5.77M | Buy |
59,891
+2,020
| +3% | +$194K | 2.25% | 9 |
|
|
2020
Q2 | $5.44M | Hold |
57,871
| – | – | 2.17% | 9 |
|
|
2020
Q1 | $5.21M | Sell |
57,871
-100
| -0.2% | -$9K | 2.42% | 9 |
|
|
2019
Q4 | $8.08M | Buy |
57,971
+600
| +1% | +$83.6K | 2.68% | 3 |
|
|
2019
Q3 | $6.75M | Buy |
57,371
+1,600
| +3% | +$188K | 2.5% | 3 |
|
|
2019
Q2 | $6.43M | Buy |
55,771
+5,428
| +11% | +$626K | 2.31% | 6 |
|
|
2019
Q1 | $5.1M | Buy |
50,343
+11,994
| +31% | +$1.21M | 2.05% | 6 |
|
|
2018
Q4 | $3.74M | Buy |
+38,349
| New | +$3.74M | 2.01% | 5 |
|