IIM
INTECH Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54M | Sell |
186,211
-23,049
| -11% | -$6.68M | 0.51% | 30 |
|
|
2025
Q1 | $51.3M | Sell |
209,260
-15,702
| -7% | -$3.85M | 0.53% | 27 |
|
|
2024
Q4 | $53.9M | Buy |
224,962
+98,584
| +78% | +$23.6M | 0.52% | 26 |
|
|
2024
Q3 | $26.6M | Sell |
126,378
-3,690
| -3% | -$778K | 0.3% | 61 |
|
|
2024
Q2 | $26.3M | Sell |
130,068
-38,676
| -23% | -$7.82M | 0.33% | 51 |
|
|
2024
Q1 | $33.8M | Sell |
168,744
-135,721
| -45% | -$27.2M | 0.48% | 43 |
|
|
2023
Q4 | $51.8M | Sell |
304,465
-10,895
| -3% | -$1.85M | 0.75% | 20 |
|
|
2023
Q3 | $45.7M | Buy |
315,360
+87,996
| +39% | +$12.8M | 0.67% | 25 |
|
|
2023
Q2 | $33.1M | Sell |
227,364
-146,205
| -39% | -$21.3M | 0.34% | 82 |
|
|
2023
Q1 | $48.7M | Buy |
373,569
+44,559
| +14% | +$5.81M | 0.39% | 56 |
|
|
2022
Q4 | $44.1M | Sell |
329,010
-157,931
| -32% | -$21.2M | 0.33% | 73 |
|
|
2022
Q3 | $50.9M | Sell |
486,941
-75,207
| -13% | -$7.86M | 0.38% | 63 |
|
|
2022
Q2 | $63.3M | Buy |
+562,148
| New | +$63.3M | 0.36% | 71 |
|