IIM
Intact Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Sell |
40,500
-7,500
| -16% | -$2.17M | 0.4% | 65 |
|
|
2025
Q1 | $11.8M | Sell |
48,000
-400
| -0.8% | -$98.1K | 0.4% | 67 |
|
|
2024
Q4 | $11.6M | Sell |
48,400
-2,200
| -4% | -$527K | 0.41% | 68 |
|
|
2024
Q3 | $10.7M | Buy |
50,600
+3,300
| +7% | +$696K | 0.35% | 72 |
|
|
2024
Q2 | $9.57M | Sell |
47,300
-4,000
| -8% | -$809K | 0.36% | 68 |
|
|
2024
Q1 | $10.3M | Sell |
51,300
-600
| -1% | -$120K | 0.41% | 58 |
|
|
2023
Q4 | $8.83M | Sell |
51,900
-200
| -0.4% | -$34K | 0.36% | 64 |
|
|
2023
Q3 | $7.56M | Hold |
52,100
| – | – | 0.33% | 68 |
|
|
2023
Q2 | $7.58M | Sell |
52,100
-12,000
| -19% | -$1.75M | 0.31% | 76 |
|
|
2023
Q1 | $8.35M | Sell |
64,100
-21,000
| -25% | -$2.74M | 0.34% | 74 |
|
|
2022
Q4 | $11.4M | Sell |
85,100
-32,200
| -27% | -$4.32M | 0.49% | 54 |
|
|
2022
Q3 | $12.3M | Buy |
117,300
+34,500
| +42% | +$3.61M | 0.4% | 53 |
|
|
2022
Q2 | $9.33M | Buy |
82,800
+3,100
| +4% | +$349K | 0.29% | 73 |
|
|
2022
Q1 | $10.9M | Sell |
79,700
-2,100
| -3% | -$286K | 0.28% | 79 |
|
|
2021
Q4 | $13M | Buy |
81,800
+8,000
| +11% | +$1.27M | 0.33% | 69 |
|
|
2021
Q3 | $12.1M | Buy |
73,800
+2,700
| +4% | +$442K | 0.34% | 65 |
|
|
2021
Q2 | $11.1M | Sell |
71,100
-4,000
| -5% | -$622K | 0.31% | 73 |
|
|
2021
Q1 | $11.4M | Sell |
75,100
-7,200
| -9% | -$1.1M | 0.35% | 62 |
|
|
2020
Q4 | $10.4M | Buy |
82,300
+400
| +0.5% | +$50.8K | 0.34% | 66 |
|
|
2020
Q3 | $7.88M | Buy |
81,900
+7,700
| +10% | +$741K | 0.27% | 76 |
|
|
2020
Q2 | $6.97M | Sell |
74,200
-17,500
| -19% | -$1.64M | 0.26% | 81 |
|
|
2020
Q1 | $8.26M | Sell |
91,700
-7,300
| -7% | -$658K | 0.36% | 62 |
|
|
2019
Q4 | $13.8M | Buy |
99,000
+2,300
| +2% | +$321K | 0.47% | 46 |
|
|
2019
Q3 | $11.4M | Hold |
96,700
| – | – | 0.4% | 55 |
|
|
2019
Q2 | $10.8M | Hold |
96,700
| – | – | 0.39% | 58 |
|
|
2019
Q1 | $9.79M | Buy |
96,700
+90,800
| +1,539% | +$9.19M | 0.35% | 61 |
|
|
2018
Q4 | $577K | Hold |
5,900
| – | – | 0.02% | 175 |
|
|
2018
Q3 | $666K | Hold |
5,900
| – | – | 0.02% | 176 |
|
|
2018
Q2 | $615K | Sell |
5,900
-500
| -8% | -$52.1K | 0.02% | 171 |
|
|
2018
Q1 | $704K | Sell |
6,400
-1,000
| -14% | -$110K | 0.03% | 162 |
|
|
2017
Q4 | $793K | Hold |
7,400
| – | – | 0.03% | 138 |
|
|
2017
Q3 | $707K | Hold |
7,400
| – | – | 0.03% | 144 |
|
|
2017
Q2 | $676K | Hold |
7,400
| – | – | 0.03% | 146 |
|
|
2017
Q1 | $650K | Sell |
7,400
-7,300
| -50% | -$641K | 0.03% | 146 |
|
|
2016
Q4 | $1.27M | Buy |
14,700
+1,200
| +9% | +$104K | 0.05% | 136 |
|
|
2016
Q3 | $899K | Hold |
13,500
| – | – | 0.03% | 154 |
|
|
2016
Q2 | $839K | Sell |
13,500
-11,400
| -46% | -$708K | 0.03% | 159 |
|
|
2016
Q1 | $1.48M | Buy |
24,900
+1,900
| +8% | +$113K | 0.06% | 131 |
|
|
2015
Q4 | $1.52M | Sell |
23,000
-3,600
| -14% | -$238K | 0.07% | 129 |
|
|
2015
Q3 | $1.62M | Hold |
26,600
| – | – | 0.07% | 121 |
|
|
2015
Q2 | $1.8M | Sell |
26,600
-4,500
| -14% | -$305K | 0.07% | 119 |
|
|
2015
Q1 | $1.89M | Sell |
31,100
-2,400
| -7% | -$145K | 0.08% | 117 |
|
|
2014
Q4 | $2.1M | Hold |
33,500
| – | – | 0.08% | 114 |
|
|
2014
Q3 | $2.02M | Buy |
33,500
+2,800
| +9% | +$169K | 0.08% | 101 |
|
|
2014
Q2 | $1.77M | Buy |
30,700
+3,300
| +12% | +$190K | 0.07% | 83 |
|
|
2014
Q1 | $1.66M | Hold |
27,400
| – | – | 0.07% | 89 |
|
|
2013
Q4 | $1.6M | Buy |
27,400
+6,300
| +30% | +$368K | 0.08% | 76 |
|
|
2013
Q3 | $1.09M | Buy |
21,100
+13,900
| +193% | +$719K | 0.06% | 87 |
|
|
2013
Q2 | $380K | Buy |
+7,200
| New | +$380K | 0.02% | 93 |
|