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
Q4
Sell
2025
Q3
$9.05M Sell
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