IVP
Intrinsic Value Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Buy |
2,185
+16
| +0.7% | +$4.64K | 0.56% | 40 |
|
|
2025
Q1 | $532K | Buy |
2,169
+7
| +0.3% | +$1.72K | 0.53% | 41 |
|
|
2024
Q4 | $518K | Hold |
2,162
| – | – | 0.52% | 42 |
|
|
2024
Q3 | $456K | Sell |
2,162
-95
| -4% | -$20K | 0.46% | 47 |
|
|
2024
Q2 | $457K | Hold |
2,257
| – | – | 0.48% | 42 |
|
|
2024
Q1 | $452K | Hold |
2,257
| – | – | 0.48% | 42 |
|
|
2023
Q4 | $384K | Hold |
2,257
| – | – | 0.45% | 42 |
|
|
2023
Q3 | $327K | Hold |
2,257
| – | – | 0.42% | 43 |
|
|
2023
Q2 | $328K | Hold |
2,257
| – | – | 0.41% | 44 |
|
|
2023
Q1 | $294K | Hold |
2,257
| – | – | 0.4% | 49 |
|
|
2022
Q4 | $303K | Sell |
2,257
-375
| -14% | -$50.3K | 0.41% | 46 |
|
|
2022
Q3 | $275K | Hold |
2,632
| – | – | 0.38% | 47 |
|
|
2022
Q2 | $296K | Sell |
2,632
-70
| -3% | -$7.87K | 0.38% | 43 |
|
|
2022
Q1 | $368K | Sell |
2,702
-30
| -1% | -$4.09K | 0.39% | 38 |
|
|
2021
Q4 | $433K | Buy |
+2,732
| New | +$433K | 0.46% | 34 |
|