IAS
Investment Advisory Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.18M | Buy |
17,862
+279
| +2% | +$80.9K | 1.73% | 13 |
|
|
2025
Q1 | $4.31M | Sell |
17,583
-4
| -0% | -$981 | 1.56% | 15 |
|
|
2024
Q4 | $4.22M | Sell |
17,587
-976
| -5% | -$234K | 1.49% | 15 |
|
|
2024
Q3 | $3.91M | Sell |
18,563
-378
| -2% | -$79.7K | 1.38% | 16 |
|
|
2024
Q2 | $3.83M | Sell |
18,941
-89
| -0.5% | -$18K | 1.4% | 17 |
|
|
2024
Q1 | $3.81M | Sell |
19,030
-347
| -2% | -$69.5K | 1.4% | 16 |
|
|
2023
Q4 | $3.3M | Sell |
19,377
-247
| -1% | -$42K | 1.3% | 17 |
|
|
2023
Q3 | $2.85M | Buy |
19,624
+81
| +0.4% | +$11.7K | 1.22% | 18 |
|
|
2023
Q2 | $2.84M | Buy |
19,543
+1,309
| +7% | +$190K | 1.2% | 20 |
|
|
2023
Q1 | $2.38M | Buy |
18,234
+395
| +2% | +$51.5K | 1.17% | 20 |
|
|
2022
Q4 | $2.42M | Sell |
17,839
-35
| -0.2% | -$4.75K | 1.25% | 23 |
|
|
2022
Q3 | $1.87M | Sell |
17,874
-13
| -0.1% | -$1.36K | 1.12% | 26 |
|
|
2022
Q2 | $2.01M | Buy |
17,887
+625
| +4% | +$70.4K | 1.16% | 23 |
|
|
2022
Q1 | $2.35M | Sell |
17,262
-16
| -0.1% | -$2.18K | 1.31% | 23 |
|
|
2021
Q4 | $2.74M | Sell |
17,278
-531
| -3% | -$84.1K | 1.49% | 16 |
|
|
2021
Q3 | $2.92M | Buy |
17,809
+171
| +1% | +$28K | 1.78% | 10 |
|
|
2021
Q2 | $2.74M | Buy |
+17,638
| New | +$2.74M | 1.69% | 13 |
|
|
2020
Q4 | $2.35M | Sell |
18,506
-68
| -0.4% | -$8.64K | 1.65% | 15 |
|
|
2020
Q3 | $1.79M | Buy |
18,574
+124
| +0.7% | +$11.9K | 1.41% | 19 |
|
|
2020
Q2 | $1.74M | Buy |
18,450
+1,377
| +8% | +$129K | 1.48% | 18 |
|
|
2020
Q1 | $1.54M | Buy |
17,073
+2,905
| +21% | +$262K | 1.65% | 16 |
|
|
2019
Q4 | $1.98M | Buy |
+14,168
| New | +$1.98M | 1.78% | 19 |
|