Intelligence Driven Advisers’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$607K	Sell	2,063 -74	-3%	-$22.5K	0.11%	61
2025 Q4	$689K	Buy	2,137 +91	+4%	+$28.2K	0.1%	60
2025 Q3	$645K	Buy	2,046 +4	+0.2%	+$1.19K	0.09%	60
2025 Q2	$592K	Sell	2,042 -33	-2%	-$8.42K	0.09%	59
2025 Q1	$509K	Sell	2,075 -821	-28%	-$209K	0.1%	56
2024 Q4	$694K	Buy	2,896 +63	+2%	+$14.7K	0.13%	46
2024 Q3	$597K	Buy	2,833 +325	+13%	+$68.5K	0.09%	61
2024 Q2	$507K	Buy	2,508 +360	+17%	+$70.4K	0.07%	64
2024 Q1	$430K	Buy	2,148 +22	+1%	+$3.97K	0.06%	59
2023 Q4	$371K	Buy	2,126 +126	+6%	+$19.1K	0.06%	60
2023 Q3	$287K	Sell	2,000 -148	-7%	-$22.2K	0.05%	69
2023 Q2	$308K	Buy	2,148 +441	+26%	+$60.7K	0.05%	67
2023 Q1	$218K	Sell	1,707 -220	-11%	-$30.1K	0.04%	84
2022 Q4	$266K	Sell	1,927 -164	-8%	-$20.8K	0.05%	79
2022 Q3	$226K	Buy	+2,091	New	+$240K	0.05%	100
2022 Q2	–	Sell	-1,733	Closed	-$227K	–	100
2022 Q1	$227K	Buy	1,733 +6	+0.3%	+$886	0.04%	85
2021 Q4	$253K	Buy	1,727 +267	+18%	+$43.8K	0.05%	79
2021 Q3	$246K	Buy	1,460 +5	+0.3%	+$784	0.06%	73
2021 Q2	$226K	Buy	+1,455	New	+$229K	0.04%	84
2020 Q1	–	Sell	-1,639	Closed	-$229K	–	90
2019 Q4	$229K	Sell	1,639 -104	-6%	-$13.3K	0.1%	81
2019 Q3	$205K	Buy	+1,743	New	+$197K	0.1%	84
2019 Q2	–	Sell	-2,979	Closed	-$302K	–	111
2019 Q1	$302K	Buy	2,979 +615	+26%	+$63.4K	0.17%	74
2018 Q4	$231K	Buy	+2,364	New	+$252K	0.15%	88