Insigneo Advisory Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.86M | Buy |
34,001
+1,798
| +6% | +$521K | 0.85% | 18 |
|
|
2025
Q1 | $7.9M | Sell |
32,203
-184
| -0.6% | -$45.1K | 0.82% | 17 |
|
|
2024
Q4 | $7.76M | Sell |
32,387
-779
| -2% | -$187K | 0.8% | 16 |
|
|
2024
Q3 | $6.99M | Sell |
33,166
-2,119
| -6% | -$447K | 0.71% | 17 |
|
|
2024
Q2 | $6.88M | Sell |
35,285
-4,019
| -10% | -$783K | 0.77% | 17 |
|
|
2024
Q1 | $7.87M | Buy |
39,304
+634
| +2% | +$127K | 0.94% | 14 |
|
|
2023
Q4 | $6.58M | Buy |
38,670
+3,865
| +11% | +$657K | 0.93% | 16 |
|
|
2023
Q3 | $5.05M | Buy |
34,805
+2,640
| +8% | +$383K | 1.03% | 15 |
|
|
2023
Q2 | $4.68M | Buy |
32,165
+15,913
| +98% | +$2.31M | 0.9% | 15 |
|
|
2023
Q1 | $2.11M | Sell |
16,252
-7,566
| -32% | -$984K | 0.67% | 25 |
|
|
2022
Q4 | $3.19M | Buy |
+23,818
| New | +$3.19M | 1.21% | 11 |
|