Inspire Trust Company’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 | $8.7M | Buy |
30,000
+5,000
| +20% | +$1.45M | 1.79% | 11 |
|
|
2025
Q1 | $6.13M | Buy |
25,000
+6,000
| +32% | +$1.47M | 1.46% | 12 |
|
|
2024
Q4 | $4.55M | Sell |
19,000
-309
| -2% | -$74.1K | 1.16% | 19 |
|
|
2024
Q3 | $4.07M | Buy |
19,309
+2,192
| +13% | +$462K | 1.12% | 24 |
|
|
2024
Q2 | $3.46M | Buy |
17,117
+6,864
| +67% | +$1.39M | 1.14% | 21 |
|
|
2024
Q1 | $2.05M | Buy |
10,253
+3,668
| +56% | +$735K | 1.15% | 21 |
|
|
2023
Q4 | $1.12M | Buy |
+6,585
| New | +$1.12M | 1.16% | 19 |
|