IWS
Insight Wealth Strategies’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.08M | Sell |
10,604
-1,438
| -12% | -$418K | 0.39% | 77 |
|
|
2025
Q1 | $2.95M | Sell |
12,042
-284
| -2% | -$69.7K | 0.4% | 75 |
|
|
2024
Q4 | $2.95M | Sell |
12,326
-78
| -0.6% | -$18.7K | 0.4% | 77 |
|
|
2024
Q3 | $2.62M | Buy |
12,404
+166
| +1% | +$35K | 0.34% | 74 |
|
|
2024
Q2 | $2.48M | Buy |
12,238
+206
| +2% | +$41.7K | 0.35% | 66 |
|
|
2024
Q1 | $2.41M | Sell |
12,032
-2,008
| -14% | -$402K | 0.35% | 58 |
|
|
2023
Q4 | $2.39M | Sell |
14,040
-380
| -3% | -$64.6K | 0.39% | 46 |
|
|
2023
Q3 | $2.09M | Buy |
14,420
+1,004
| +7% | +$146K | 0.4% | 43 |
|
|
2023
Q2 | $1.95M | Buy |
13,416
+42
| +0.3% | +$6.11K | 0.37% | 43 |
|
|
2023
Q1 | $1.74M | Sell |
13,374
-448
| -3% | -$58.4K | 0.34% | 49 |
|
|
2022
Q4 | $1.85M | Buy |
13,822
+1,442
| +12% | +$193K | 0.36% | 45 |
|
|
2022
Q3 | $1.39M | Hold |
12,380
| – | – | 0.26% | 66 |
|
|
2022
Q2 | $1.39M | Buy |
12,380
+1,988
| +19% | +$224K | 0.26% | 66 |
|
|
2022
Q1 | $1.42M | Buy |
10,392
+1,715
| +20% | +$234K | 0.21% | 82 |
|
|
2021
Q4 | $1.37M | Buy |
8,677
+1,343
| +18% | +$213K | 0.2% | 80 |
|
|
2021
Q3 | $1.2M | Buy |
7,334
+444
| +6% | +$72.6K | 0.17% | 83 |
|
|
2021
Q2 | $1.07M | Sell |
6,890
-3,862
| -36% | -$601K | 0.15% | 90 |
|
|
2021
Q1 | $1.64M | Buy |
10,752
+3,143
| +41% | +$479K | 0.22% | 68 |
|
|
2020
Q4 | $967K | Buy |
7,609
+180
| +2% | +$22.9K | 0.16% | 74 |
|
|
2020
Q3 | $715K | Buy |
7,429
+2,646
| +55% | +$255K | 0.13% | 74 |
|
|
2020
Q2 | $450K | Sell |
4,783
-5
| -0.1% | -$470 | 0.1% | 93 |
|
|
2020
Q1 | $431K | Sell |
4,788
-2,878
| -38% | -$259K | 0.11% | 87 |
|
|
2019
Q4 | $1.07M | Buy |
7,666
+4,470
| +140% | +$623K | 0.23% | 77 |
|
|
2019
Q3 | $376K | Buy |
3,196
+116
| +4% | +$13.6K | 0.09% | 138 |
|
|
2019
Q2 | $344K | Buy |
3,080
+21
| +0.7% | +$2.35K | 0.08% | 131 |
|
|
2019
Q1 | $310K | Sell |
3,059
-2,513
| -45% | -$255K | 0.09% | 122 |
|
|
2018
Q4 | $544K | Buy |
+5,572
| New | +$544K | 0.17% | 80 |
|