IFAM
Institutional & Family Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $7.4M | Sell |
36,563
-504
| -1% | -$102K | 1.13% | 18 |
|
|
2024
Q1 | $7.42M | Sell |
37,067
-4,899
| -12% | -$981K | 1.18% | 15 |
|
|
2023
Q4 | $7.14M | Sell |
41,966
-2,961
| -7% | -$504K | 1.17% | 15 |
|
|
2023
Q3 | $6.52M | Sell |
44,927
-292
| -0.6% | -$42.3K | 1.07% | 17 |
|
|
2023
Q2 | $6.58M | Sell |
45,219
-5,227
| -10% | -$760K | 1.07% | 17 |
|
|
2023
Q1 | $6.57M | Buy |
50,446
+1,111
| +2% | +$145K | 1.08% | 15 |
|
|
2022
Q4 | $6.62M | Sell |
49,335
-403
| -0.8% | -$54K | 1.1% | 12 |
|
|
2022
Q3 | $5.2M | Buy |
49,738
+10,992
| +28% | +$1.15M | 0.92% | 24 |
|
|
2022
Q2 | $4.36M | Buy |
38,746
+1,854
| +5% | +$209K | 0.75% | 31 |
|
|
2022
Q1 | $5.03M | Buy |
36,892
+307
| +0.8% | +$41.8K | 0.79% | 25 |
|
|
2021
Q4 | $5.79M | Buy |
36,585
+134
| +0.4% | +$21.2K | 0.9% | 15 |
|
|
2021
Q3 | $5.97M | Buy |
36,451
+705
| +2% | +$115K | 0.95% | 15 |
|
|
2021
Q2 | $5.56M | Buy |
35,746
+2,286
| +7% | +$356K | 0.92% | 16 |
|
|
2021
Q1 | $5.09M | Sell |
33,460
-768
| -2% | -$117K | 0.99% | 12 |
|
|
2020
Q4 | $4.35M | Sell |
34,228
-4,189
| -11% | -$532K | 0.91% | 19 |
|
|
2020
Q3 | $3.7M | Sell |
38,417
-4,826
| -11% | -$465K | 0.86% | 20 |
|
|
2020
Q2 | $4.07M | Buy |
43,243
+424
| +1% | +$39.9K | 0.84% | 22 |
|
|
2020
Q1 | $3.86M | Buy |
42,819
+7,817
| +22% | +$704K | 0.89% | 20 |
|
|
2019
Q4 | $4.88M | Sell |
35,002
-5,202
| -13% | -$725K | 1.03% | 19 |
|
|
2019
Q3 | $4.73M | Sell |
40,204
-138
| -0.3% | -$16.2K | 1.04% | 18 |
|
|
2019
Q2 | $4.51M | Sell |
40,342
-1,376
| -3% | -$154K | 0.97% | 19 |
|
|
2019
Q1 | $4.22M | Buy |
41,718
+296
| +0.7% | +$30K | 0.89% | 23 |
|
|
2018
Q4 | $4.04M | Sell |
41,422
-906
| -2% | -$88.5K | 0.91% | 24 |
|
|
2018
Q3 | $4.78M | Sell |
42,328
-68
| -0.2% | -$7.67K | 0.94% | 22 |
|
|
2018
Q2 | $4.42M | Buy |
42,396
+1,030
| +2% | +$107K | 0.92% | 21 |
|
|
2018
Q1 | $4.55M | Sell |
41,366
-12,179
| -23% | -$1.34M | 0.96% | 18 |
|
|
2017
Q4 | $5.73M | Sell |
53,545
-4,115
| -7% | -$440K | 1.1% | 15 |
|
|
2017
Q3 | $5.51M | Buy |
57,660
+965
| +2% | +$92.2K | 1.11% | 15 |
|
|
2017
Q2 | $5.18M | Buy |
56,695
+1,203
| +2% | +$110K | 1.27% | 12 |
|
|
2017
Q1 | $4.87M | Sell |
55,492
-6,842
| -11% | -$601K | 1.52% | 12 |
|
|
2016
Q4 | $5.38M | Sell |
62,334
-1,327
| -2% | -$115K | 1.7% | 9 |
|
|
2016
Q3 | $4.24M | Buy |
63,661
+5,739
| +10% | +$382K | 1.41% | 12 |
|
|
2016
Q2 | $3.6M | Buy |
57,922
+8,389
| +17% | +$521K | 1.25% | 17 |
|
|
2016
Q1 | $3.27M | Sell |
49,533
-98
| -0.2% | -$6.47K | 1.22% | 18 |
|
|
2015
Q4 | $3.28M | Buy |
+49,631
| New | +$3.28M | 1.23% | 18 |
|