IIC
Integrated Investment Consultants’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.55M | Sell |
26,045
-3,744
| -13% | -$1.09M | 1.48% | 16 |
|
|
2025
Q1 | $7.31M | Buy |
29,789
+10,155
| +52% | +$2.49M | 1.45% | 15 |
|
|
2024
Q4 | $4.71M | Sell |
19,634
-20,508
| -51% | -$4.92M | 0.97% | 20 |
|
|
2024
Q3 | $4.13M | Buy |
40,142
+21,819
| +119% | +$2.25M | 0.9% | 21 |
|
|
2024
Q2 | $3.67M | Hold |
18,323
| – | – | 1.01% | 23 |
|
|
2024
Q1 | $3.67M | Buy |
18,323
+36
| +0.2% | +$7.21K | 1.01% | 23 |
|
|
2023
Q4 | $3.11M | Buy |
18,287
+406
| +2% | +$69.1K | 0.98% | 22 |
|
|
2023
Q3 | $2.59M | Sell |
17,881
-681
| -4% | -$98.8K | 0.94% | 23 |
|
|
2023
Q2 | $2.7M | Sell |
18,562
-89
| -0.5% | -$12.9K | 0.85% | 23 |
|
|
2023
Q1 | $2.43M | Sell |
18,651
-147
| -0.8% | -$19.2K | 0.76% | 24 |
|
|
2022
Q4 | $2.52M | Buy |
18,798
+582
| +3% | +$78K | 0.85% | 23 |
|
|
2022
Q3 | $1.9M | Sell |
18,216
-392
| -2% | -$41K | 0.76% | 22 |
|
|
2022
Q2 | $2.1M | Sell |
18,608
-55
| -0.3% | -$6.19K | 0.76% | 23 |
|
|
2022
Q1 | $2.54M | Sell |
18,663
-1,281
| -6% | -$175K | 0.69% | 26 |
|
|
2021
Q4 | $3.16M | Sell |
19,944
-759
| -4% | -$120K | 0.84% | 21 |
|
|
2021
Q3 | $3.39M | Buy |
20,703
+220
| +1% | +$36K | 0.99% | 17 |
|
|
2021
Q2 | $3.19M | Buy |
20,483
+639
| +3% | +$99.4K | 0.93% | 20 |
|
|
2021
Q1 | $3.02M | Hold |
19,844
| – | – | 1.04% | 18 |
|
|
2020
Q4 | $2.52M | Buy |
19,844
+245
| +1% | +$31.1K | 0.95% | 21 |
|
|
2020
Q3 | $1.89M | Sell |
19,599
-2,137
| -10% | -$206K | 0.88% | 20 |
|
|
2020
Q2 | $2.04M | Sell |
21,736
-2,442
| -10% | -$230K | 0.97% | 19 |
|
|
2020
Q1 | $2.18M | Buy |
24,178
+3,720
| +18% | +$335K | 1.29% | 16 |
|
|
2019
Q4 | $2.85M | Buy |
20,458
+84
| +0.4% | +$11.7K | 1.18% | 16 |
|
|
2019
Q3 | $2.4M | Buy |
20,374
+2,677
| +15% | +$315K | 1.23% | 14 |
|
|
2019
Q2 | $1.98M | Buy |
17,697
+784
| +5% | +$87.7K | 1.01% | 18 |
|
|
2019
Q1 | $1.71M | Sell |
16,913
-4,798
| -22% | -$486K | 0.91% | 21 |
|
|
2018
Q4 | $2.12M | Sell |
21,711
-890
| -4% | -$86.9K | 1.14% | 15 |
|
|
2018
Q3 | $2.55M | Buy |
22,601
+267
| +1% | +$30.1K | 1.24% | 10 |
|
|
2018
Q2 | $2.33M | Sell |
22,334
-1,494
| -6% | -$156K | 1.22% | 10 |
|
|
2018
Q1 | $2.62M | Buy |
+23,828
| New | +$2.62M | 1.04% | 11 |
|
|
2017
Q3 | $2.14M | Buy |
22,367
+233
| +1% | +$22.3K | 0.93% | 13 |
|
|
2017
Q2 | $2.02M | Buy |
22,134
+350
| +2% | +$32K | 0.91% | 14 |
|
|
2017
Q1 | $1.91M | Hold |
21,784
| – | – | 0.87% | 14 |
|
|
2016
Q4 | $1.88M | Hold |
21,784
| – | – | 0.9% | 13 |
|
|
2016
Q3 | $1.48M | Sell |
21,784
-600
| -3% | -$40.7K | 0.75% | 16 |
|
|
2016
Q2 | $1.39M | Hold |
22,384
| – | – | 0.79% | 21 |
|
|
2016
Q1 | $1.29M | Buy |
22,384
+1,000
| +5% | +$57.7K | 0.74% | 19 |
|
|
2015
Q4 | $1.22M | Buy |
+21,384
| New | +$1.22M | 0.96% | 18 |
|