International Assets Investment Management’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$10.5M Buy
2025
Q1
Sell
2024
Q4
$9.88M Sell
2024
Q3
$1.08M Buy
2024
Q2
Sell
2024
Q1
$7.06M Buy
2023
Q4
$5.98M Buy
2023
Q1
Sell
2022
Q4
$8.46M Buy
2022
Q1
Sell
2021
Q4
$3.51M Sell
2021
Q3
$3.32M Sell
2021
Q2
$3.19M Sell
2021
Q1
$5.8M Buy
2020
Q4
$2.55M Sell
2020
Q3
$1.55M Sell
2020
Q2
$1.81M Buy