IWM
Integris Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $820K | Buy |
2,828
+19
| +0.7% | +$5.51K | 0.21% | 38 |
|
|
2025
Q1 | $689K | Sell |
2,809
-96
| -3% | -$23.6K | 0.2% | 41 |
|
|
2024
Q4 | $696K | Buy |
2,905
+230
| +9% | +$55.1K | 0.2% | 41 |
|
|
2024
Q3 | $564K | Buy |
2,675
+273
| +11% | +$57.6K | 0.16% | 40 |
|
|
2024
Q2 | $486K | Sell |
2,402
-130
| -5% | -$26.3K | 0.14% | 46 |
|
|
2024
Q1 | $507K | Sell |
2,532
-246
| -9% | -$49.3K | 0.14% | 49 |
|
|
2023
Q4 | $473K | Buy |
2,778
+599
| +27% | +$102K | 0.14% | 52 |
|
|
2023
Q3 | $316K | Buy |
2,179
+91
| +4% | +$13.2K | 0.1% | 63 |
|
|
2023
Q2 | $304K | Sell |
2,088
-202
| -9% | -$29.4K | 0.11% | 62 |
|
|
2023
Q1 | $298K | Buy |
2,290
+125
| +6% | +$16.3K | 0.11% | 62 |
|
|
2022
Q4 | $290K | Buy |
+2,165
| New | +$290K | 0.11% | 64 |
|