IAIM
International Assets Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Buy |
+1,580,159
| New | +$10.5M | 0.85% | 19 |
|
|
2025
Q1 | – | Sell |
-1,582,078
| Closed | -$9.88M | – | 827 |
|
|
2024
Q4 | $9.88M | Sell |
1,582,078
-7,372,146
| -82% | -$46M | 0.83% | 20 |
|
|
2024
Q3 | $1.08M | Buy |
+8,954,224
| New | +$1.08M | 2.97% | 3 |
|
|
2024
Q2 | – | Sell |
-608,675
| Closed | -$7.06M | – | 2277 |
|
|
2024
Q1 | $7.06M | Buy |
608,675
+285,143
| +88% | +$3.31M | 0.74% | 16 |
|
|
2023
Q4 | $5.98M | Buy |
+323,532
| New | +$5.98M | 0.76% | 15 |
|
|
2023
Q1 | – | Sell |
-1,218,187
| Closed | -$8.46M | – | 1264 |
|
|
2022
Q4 | $8.46M | Buy |
+1,218,187
| New | +$8.46M | 0.87% | 15 |
|
|
2022
Q1 | – | Sell |
-22,176
| Closed | -$3.51M | – | 541 |
|
|
2021
Q4 | $3.51M | Sell |
22,176
-35,910
| -62% | -$5.69M | 0.61% | 23 |
|
|
2021
Q3 | $3.32M | Sell |
58,086
-21,230
| -27% | -$1.21M | 0.59% | 26 |
|
|
2021
Q2 | $3.19M | Sell |
79,316
-171,042
| -68% | -$6.87M | 0.59% | 27 |
|
|
2021
Q1 | $5.8M | Buy |
250,358
+125,744
| +101% | +$2.91M | 0.53% | 30 |
|
|
2020
Q4 | $2.55M | Sell |
124,614
-7,498
| -6% | -$153K | 0.46% | 38 |
|
|
2020
Q3 | $1.55M | Sell |
132,112
-4,171
| -3% | -$49K | 0.39% | 53 |
|
|
2020
Q2 | $1.81M | Buy |
+136,283
| New | +$1.81M | 0.43% | 43 |
|