IIM
InTrack Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Buy |
7,608
+993
| +15% | +$288K | 1.48% | 18 |
|
|
2025
Q1 | $1.62M | Sell |
6,615
-3,443
| -34% | -$845K | 1.47% | 21 |
|
|
2024
Q4 | $2.49M | Sell |
10,058
-490
| -5% | -$121K | 1.74% | 13 |
|
|
2024
Q3 | $2.22M | Buy |
10,548
+4,655
| +79% | +$982K | 1.58% | 16 |
|
|
2024
Q2 | $1.19M | Buy |
5,893
+880
| +18% | +$178K | 0.85% | 33 |
|
|
2024
Q1 | $1M | Sell |
5,013
-745
| -13% | -$149K | 0.75% | 45 |
|
|
2023
Q4 | $979K | Sell |
5,758
-358
| -6% | -$60.9K | 0.74% | 44 |
|
|
2023
Q3 | $887K | Sell |
6,116
-528
| -8% | -$76.6K | 0.78% | 41 |
|
|
2023
Q2 | $966K | Sell |
6,644
-163
| -2% | -$23.7K | 0.79% | 37 |
|
|
2023
Q1 | $874K | Buy |
6,807
+3,238
| +91% | +$416K | 0.8% | 41 |
|
|
2022
Q4 | $479K | Buy |
3,569
+574
| +19% | +$77K | 0.48% | 69 |
|
|
2022
Q3 | $313K | Sell |
2,995
-109
| -4% | -$11.4K | 0.35% | 85 |
|
|
2022
Q2 | $350K | Sell |
3,104
-3,418
| -52% | -$385K | 0.36% | 81 |
|
|
2022
Q1 | $889K | Sell |
6,522
-21
| -0.3% | -$2.86K | 0.72% | 49 |
|
|
2021
Q4 | $1.04M | Sell |
6,543
-820
| -11% | -$130K | 0.72% | 53 |
|
|
2021
Q3 | $1.25M | Sell |
7,363
-1,845
| -20% | -$313K | 0.91% | 41 |
|
|
2021
Q2 | $1.41M | Sell |
9,208
-525
| -5% | -$80.6K | 1.11% | 35 |
|
|
2021
Q1 | $1.48M | Sell |
9,733
-39
| -0.4% | -$5.94K | 1.36% | 25 |
|
|
2020
Q4 | $1.24M | Buy |
+9,772
| New | +$1.24M | 1.24% | 32 |
|