IFWM
Institute for Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.67M | Buy |
16,115
+218
| +1% | +$63.2K | 0.52% | 37 |
|
|
2025
Q1 | $3.9M | Sell |
15,897
-60
| -0.4% | -$14.7K | 0.5% | 40 |
|
|
2024
Q4 | $3.83M | Sell |
15,957
-356
| -2% | -$85.3K | 0.48% | 37 |
|
|
2024
Q3 | $3.44M | Sell |
16,313
-199
| -1% | -$42K | 0.43% | 42 |
|
|
2024
Q2 | $3.34M | Buy |
16,512
+783
| +5% | +$158K | 0.45% | 41 |
|
|
2024
Q1 | $3.15M | Sell |
15,729
-467
| -3% | -$93.5K | 0.41% | 44 |
|
|
2023
Q4 | $2.75M | Sell |
16,196
-241
| -1% | -$41K | 0.45% | 45 |
|
|
2023
Q3 | $2.38M | Sell |
16,437
-295
| -2% | -$42.8K | 0.43% | 46 |
|
|
2023
Q2 | $2.43M | Sell |
16,732
-15
| -0.1% | -$2.18K | 0.41% | 48 |
|
|
2023
Q1 | $2.18M | Buy |
16,747
+311
| +2% | +$40.5K | 0.42% | 54 |
|
|
2022
Q4 | $2.2M | Sell |
16,436
-1,505
| -8% | -$202K | 0.46% | 50 |
|
|
2022
Q3 | $1.88M | Sell |
17,941
-4,848
| -21% | -$507K | 0.42% | 56 |
|
|
2022
Q2 | $2.57M | Buy |
22,789
+1,062
| +5% | +$120K | 0.5% | 39 |
|
|
2022
Q1 | $2.96M | Buy |
21,727
+5,297
| +32% | +$722K | 0.48% | 41 |
|
|
2021
Q4 | $2.6M | Sell |
16,430
-41
| -0.2% | -$6.49K | 0.42% | 56 |
|
|
2021
Q3 | $2.7M | Buy |
16,471
+469
| +3% | +$76.8K | 0.47% | 46 |
|
|
2021
Q2 | $2.49M | Buy |
16,002
+325
| +2% | +$50.6K | 0.44% | 54 |
|
|
2021
Q1 | $2.39M | Sell |
15,677
-804
| -5% | -$122K | 0.45% | 51 |
|
|
2020
Q4 | $2.09M | Buy |
16,481
+276
| +2% | +$35.1K | 0.42% | 58 |
|
|
2020
Q3 | $1.56M | Sell |
16,205
-1,648
| -9% | -$159K | 0.36% | 69 |
|
|
2020
Q2 | $1.68M | Sell |
17,853
-106
| -0.6% | -$9.97K | 0.41% | 51 |
|
|
2020
Q1 | $1.62M | Sell |
17,959
-4,058
| -18% | -$365K | 0.5% | 42 |
|
|
2019
Q4 | $3.07M | Sell |
22,017
-152
| -0.7% | -$21.2K | 0.69% | 24 |
|
|
2019
Q3 | $2.61M | Sell |
22,169
-4,358
| -16% | -$513K | 0.66% | 28 |
|
|
2019
Q2 | $2.97M | Buy |
26,527
+2,944
| +12% | +$329K | 0.66% | 22 |
|
|
2019
Q1 | $2.39M | Sell |
23,583
-3,846
| -14% | -$389K | 0.52% | 43 |
|
|
2018
Q4 | $2.68M | Buy |
27,429
+7,861
| +40% | +$767K | 1.1% | 20 |
|
|
2018
Q3 | $2.27M | Sell |
19,568
-2,380
| -11% | -$276K | 0.76% | 29 |
|
|
2018
Q2 | $2.28M | Buy |
21,948
+630
| +3% | +$65.3K | 0.73% | 34 |
|
|
2018
Q1 | $2.33M | Buy |
21,318
+5,730
| +37% | +$627K | 0.69% | 29 |
|
|
2017
Q4 | $1.68M | Sell |
15,588
-5,922
| -28% | -$637K | 0.39% | 72 |
|
|
2017
Q3 | $2.06M | Buy |
21,510
+214
| +1% | +$20.5K | 0.67% | 36 |
|
|
2017
Q2 | $1.94M | Buy |
+21,296
| New | +$1.94M | 0.53% | 35 |
|