Investment Advisory Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
4,112
-569
| -12% | -$165K | 0.36% | 59 |
|
|
2025
Q1 | $1.15M | Buy |
4,681
+74
| +2% | +$18.2K | 0.38% | 58 |
|
|
2024
Q4 | $1.1M | Sell |
4,607
-540
| -10% | -$129K | 0.37% | 60 |
|
|
2024
Q3 | $1.09M | Buy |
5,147
+470
| +10% | +$99.1K | 0.38% | 57 |
|
|
2024
Q2 | $946K | Buy |
4,677
+897
| +24% | +$181K | 0.37% | 57 |
|
|
2024
Q1 | $757K | Buy |
3,780
+97
| +3% | +$19.4K | 0.31% | 66 |
|
|
2023
Q4 | $627K | Sell |
3,683
-33
| -0.9% | -$5.61K | 0.29% | 68 |
|
|
2023
Q3 | $539K | Buy |
3,716
+83
| +2% | +$12K | 0.28% | 71 |
|
|
2023
Q2 | $528K | Buy |
3,633
+90
| +3% | +$13.1K | 0.27% | 70 |
|
|
2023
Q1 | $462K | Sell |
3,543
-34
| -1% | -$4.43K | 0.27% | 77 |
|
|
2022
Q4 | $480K | Buy |
3,577
+161
| +5% | +$21.6K | 0.29% | 73 |
|
|
2022
Q3 | $357K | Hold |
3,416
| – | – | 0.25% | 76 |
|
|
2022
Q2 | $384K | Sell |
3,416
-1,205
| -26% | -$135K | 0.26% | 74 |
|
|
2022
Q1 | $629K | Buy |
4,621
+2,020
| +78% | +$275K | 0.38% | 54 |
|
|
2021
Q4 | $406K | Buy |
+2,601
| New | +$406K | 0.26% | 71 |
|