IDA
Intelligence Driven Advisers’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $592K | Sell |
2,042
-33
| -2% | -$9.57K | 0.09% | 59 |
|
|
2025
Q1 | $509K | Sell |
2,075
-821
| -28% | -$201K | 0.1% | 56 |
|
|
2024
Q4 | $694K | Buy |
2,896
+63
| +2% | +$15.1K | 0.13% | 46 |
|
|
2024
Q3 | $597K | Buy |
2,833
+325
| +13% | +$68.5K | 0.09% | 61 |
|
|
2024
Q2 | $507K | Buy |
2,508
+360
| +17% | +$72.8K | 0.07% | 64 |
|
|
2024
Q1 | $430K | Buy |
2,148
+22
| +1% | +$4.41K | 0.06% | 59 |
|
|
2023
Q4 | $371K | Buy |
2,126
+126
| +6% | +$22K | 0.06% | 60 |
|
|
2023
Q3 | $287K | Sell |
2,000
-148
| -7% | -$21.2K | 0.05% | 69 |
|
|
2023
Q2 | $308K | Buy |
2,148
+441
| +26% | +$63.2K | 0.05% | 67 |
|
|
2023
Q1 | $218K | Sell |
1,707
-220
| -11% | -$28.1K | 0.04% | 84 |
|
|
2022
Q4 | $266K | Sell |
1,927
-164
| -8% | -$22.6K | 0.05% | 79 |
|
|
2022
Q3 | $226K | Buy |
+2,091
| New | +$226K | 0.05% | 99 |
|
|
2022
Q2 | – | Sell |
-1,733
| Closed | -$227K | – | 99 |
|
|
2022
Q1 | $227K | Buy |
1,733
+6
| +0.3% | +$786 | 0.04% | 85 |
|
|
2021
Q4 | $253K | Buy |
1,727
+267
| +18% | +$39.1K | 0.05% | 79 |
|
|
2021
Q3 | $246K | Buy |
1,460
+5
| +0.3% | +$842 | 0.06% | 73 |
|
|
2021
Q2 | $226K | Buy |
+1,455
| New | +$226K | 0.04% | 84 |
|
|
2020
Q1 | – | Sell |
-1,639
| Closed | -$229K | – | 90 |
|
|
2019
Q4 | $229K | Sell |
1,639
-104
| -6% | -$14.5K | 0.1% | 81 |
|
|
2019
Q3 | $205K | Buy |
+1,743
| New | +$205K | 0.1% | 84 |
|
|
2019
Q2 | – | Sell |
-2,979
| Closed | -$302K | – | 111 |
|
|
2019
Q1 | $302K | Buy |
2,979
+615
| +26% | +$62.3K | 0.17% | 74 |
|
|
2018
Q4 | $231K | Buy |
+2,364
| New | +$231K | 0.15% | 88 |
|