IAN
Integrated Advisors Network’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.1M | Sell |
62,274
-2,514
| -4% | -$729K | 0.82% | 19 |
|
|
2025
Q1 | $15.9M | Sell |
64,788
-13,743
| -18% | -$3.37M | 0.8% | 17 |
|
|
2024
Q4 | $18.8M | Sell |
78,531
-1,580
| -2% | -$379K | 0.9% | 18 |
|
|
2024
Q3 | $16.9M | Buy |
80,111
+5,134
| +7% | +$1.08M | 0.8% | 18 |
|
|
2024
Q2 | $15.2M | Sell |
74,977
-3,232
| -4% | -$654K | 0.78% | 21 |
|
|
2024
Q1 | $15.7M | Sell |
78,209
-2,296
| -3% | -$460K | 0.8% | 16 |
|
|
2023
Q4 | $13.7M | Sell |
80,505
-1,489
| -2% | -$253K | 0.77% | 18 |
|
|
2023
Q3 | $11.9M | Sell |
81,994
-1,564
| -2% | -$227K | 0.73% | 20 |
|
|
2023
Q2 | $12.2M | Sell |
83,558
-2,248
| -3% | -$327K | 0.7% | 23 |
|
|
2023
Q1 | $11.2M | Sell |
85,806
-4,831
| -5% | -$630K | 0.67% | 27 |
|
|
2022
Q4 | $12.2M | Sell |
90,637
-14,938
| -14% | -$2M | 0.78% | 19 |
|
|
2022
Q3 | $11M | Buy |
105,575
+2,506
| +2% | +$262K | 0.75% | 23 |
|
|
2022
Q2 | $11.6M | Buy |
103,069
+17,252
| +20% | +$1.94M | 0.76% | 27 |
|
|
2022
Q1 | $11.7M | Buy |
85,817
+2,133
| +3% | +$291K | 0.69% | 28 |
|
|
2021
Q4 | $13.3M | Buy |
83,684
+257
| +0.3% | +$40.7K | 0.78% | 26 |
|
|
2021
Q3 | $13.7M | Buy |
83,427
+5,645
| +7% | +$924K | 0.91% | 17 |
|
|
2021
Q2 | $12.1M | Buy |
77,782
+709
| +0.9% | +$110K | 0.89% | 21 |
|
|
2021
Q1 | $11.7M | Buy |
77,073
+3,216
| +4% | +$490K | 1.07% | 19 |
|
|
2020
Q4 | $9.39M | Sell |
73,857
-104
| -0.1% | -$13.2K | 1.03% | 17 |
|
|
2020
Q3 | $7.12M | Buy |
73,961
+256
| +0.3% | +$24.6K | 0.9% | 25 |
|
|
2020
Q2 | $6.93M | Buy |
73,705
+11,053
| +18% | +$1.04M | 0.81% | 23 |
|
|
2020
Q1 | $5.64M | Buy |
62,652
+1,390
| +2% | +$125K | 1.1% | 17 |
|
|
2019
Q4 | $8.54M | Buy |
+61,262
| New | +$8.54M | 1.15% | 8 |
|