IPAM
Investment Partners Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
6,009
+367
| +7% | +$106K | 1.21% | 20 |
|
|
2025
Q1 | $1.38M | Buy |
5,642
+104
| +2% | +$25.5K | 1.09% | 25 |
|
|
2024
Q4 | $1.33M | Buy |
5,538
+572
| +12% | +$137K | 1.04% | 27 |
|
|
2024
Q3 | $1.05M | Buy |
4,966
+10
| +0.2% | +$2.11K | 0.86% | 33 |
|
|
2024
Q2 | $1M | Sell |
4,956
-244
| -5% | -$49.4K | 0.89% | 33 |
|
|
2024
Q1 | $1.04M | Buy |
5,200
+41
| +0.8% | +$8.21K | 0.94% | 33 |
|
|
2023
Q4 | $878K | Buy |
+5,159
| New | +$878K | 0.87% | 35 |
|