IFPG
Intrepid Financial Planning Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.48M | Buy |
22,351
+82
| +0.4% | +$23.8K | 2.72% | 9 |
|
|
2025
Q1 | $5.46M | Buy |
22,269
+1
| +0% | +$245 | 2.53% | 10 |
|
|
2024
Q4 | $5.34M | Buy |
22,268
+98
| +0.4% | +$23.5K | 2.26% | 10 |
|
|
2024
Q3 | $4.67M | Sell |
22,170
-131
| -0.6% | -$27.6K | 2% | 11 |
|
|
2024
Q2 | $4.51M | Buy |
22,301
+205
| +0.9% | +$41.5K | 1.94% | 11 |
|
|
2024
Q1 | $4.43M | Buy |
22,096
+15
| +0.1% | +$3K | 1.91% | 11 |
|
|
2023
Q4 | $3.76M | Hold |
22,081
| – | – | 1.8% | 13 |
|
|
2023
Q3 | $3.2M | Hold |
22,081
| – | – | 1.66% | 13 |
|
|
2023
Q2 | $3.21M | Buy |
22,081
+50
| +0.2% | +$7.27K | 1.54% | 16 |
|
|
2023
Q1 | $2.87M | Sell |
22,031
-40
| -0.2% | -$5.21K | 1.45% | 17 |
|
|
2022
Q4 | $2.96M | Sell |
22,071
-85
| -0.4% | -$11.4K | 1.61% | 16 |
|
|
2022
Q3 | $2.32M | Buy |
22,156
+94
| +0.4% | +$9.82K | 1.32% | 22 |
|
|
2022
Q2 | $2.48M | Buy |
+22,062
| New | +$2.48M | 1.37% | 21 |
|