Intrua Financial’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.15M | Sell |
7,297
-583
| -7% | -$177K | 0.23% | 88 |
|
|
2025
Q4 | $2.54M | Buy |
7,880
+207
| +3% | +$64.1K | 0.28% | 69 |
|
|
2025
Q3 | $2.42M | Buy |
7,673
+822
| +12% | +$244K | 0.28% | 70 |
|
|
2025
Q2 | $1.99M | Sell |
6,851
-456
| -6% | -$116K | 0.29% | 70 |
|
|
2025
Q1 | $1.79M | Sell |
7,307
-32
| -0.4% | -$8.16K | 0.28% | 73 |
|
|
2024
Q4 | $1.76M | Sell |
7,339
-216
| -3% | -$50.3K | 0.29% | 68 |
|
|
2024
Q3 | $1.59M | Sell |
7,555
-972
| -11% | -$205K | 0.26% | 78 |
|
|
2024
Q2 | $1.72M | Sell |
8,527
-4,282
| -33% | -$837K | 0.28% | 81 |
|
|
2024
Q1 | $2.57M | Sell |
12,809
-5,199
| -29% | -$938K | 0.4% | 57 |
|
|
2023
Q4 | $3.06M | Sell |
18,008
-2,038
| -10% | -$309K | 0.48% | 52 |
|
|
2023
Q3 | $2.91M | Buy |
20,046
+110
| +0.6% | +$16.5K | 0.53% | 46 |
|
|
2023
Q2 | $2.9M | Buy |
19,936
+3,081
| +18% | +$424K | 0.52% | 47 |
|
|
2023
Q1 | $2.26M | Buy |
16,855
+6,505
| +63% | +$891K | 0.47% | 51 |
|
|
2022
Q4 | $1.39M | Buy |
10,350
+332
| +3% | +$42.1K | 0.32% | 78 |
|
|
2022
Q3 | $1.05M | Sell |
10,018
-3,966
| -28% | -$455K | 0.28% | 80 |
|
|
2022
Q2 | $1.57M | Buy |
13,984
+714
| +5% | +$88.5K | 0.34% | 64 |
|
|
2022
Q1 | $1.81M | Sell |
13,270
-1,842
| -12% | -$272K | 0.32% | 61 |
|
|
2021
Q4 | $2.39M | Sell |
15,112
-1,210
| -7% | -$199K | 0.42% | 50 |
|
|
2021
Q3 | $2.74M | Buy |
16,322
+1,998
| +14% | +$313K | 0.5% | 38 |
|
|
2021
Q2 | $2.31M | Buy |
14,324
+89
| +0.6% | +$14K | 0.55% | 31 |
|
|
2021
Q1 | $2.15M | Buy |
14,235
+1,216
| +9% | +$175K | 0.55% | 34 |
|
|
2020
Q4 | $1.65M | Buy |
13,019
+39
| +0.3% | +$4.36K | 0.74% | 26 |
|
|
2020
Q3 | $1.48M | Sell |
12,980
-8,106
| -38% | -$796K | 0.73% | 24 |
|
|
2020
Q2 | $2.16M | Buy |
+21,086
| New | +$2M | 0.83% | 27 |
|
Other funds holding JPM
VCM
VPM
