IIA
Integral Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.27M | Buy |
14,723
+133
| +0.9% | +$38.6K | 1.22% | 21 |
|
|
2025
Q1 | $3.58M | Buy |
14,590
+345
| +2% | +$84.6K | 1.14% | 19 |
|
|
2024
Q4 | $3.41M | Buy |
14,245
+95
| +0.7% | +$22.8K | 1.11% | 20 |
|
|
2024
Q3 | $2.98M | Buy |
14,150
+559
| +4% | +$118K | 1% | 21 |
|
|
2024
Q2 | $2.71M | Buy |
13,591
+1,399
| +11% | +$279K | 1% | 23 |
|
|
2024
Q1 | $2.43M | Buy |
12,192
+7,128
| +141% | +$1.42M | 1.01% | 24 |
|
|
2023
Q4 | $861K | Sell |
5,064
-18
| -0.4% | -$3.06K | 0.55% | 39 |
|
|
2023
Q3 | $737K | Buy |
5,082
+80
| +2% | +$11.6K | 0.52% | 41 |
|
|
2023
Q2 | $728K | Buy |
5,002
+15
| +0.3% | +$2.18K | 0.49% | 40 |
|
|
2023
Q1 | $650K | Sell |
4,987
-395
| -7% | -$51.5K | 0.46% | 41 |
|
|
2022
Q4 | $722K | Buy |
5,382
+241
| +5% | +$32.3K | 0.56% | 35 |
|
|
2022
Q3 | $537K | Sell |
5,141
-179
| -3% | -$18.7K | 0.44% | 53 |
|
|
2022
Q2 | $599K | Sell |
5,320
-486
| -8% | -$54.7K | 0.51% | 46 |
|
|
2022
Q1 | $792K | Buy |
5,806
+751
| +15% | +$102K | 0.5% | 52 |
|
|
2021
Q4 | $800K | Buy |
+5,055
| New | +$800K | 0.58% | 38 |
|