IP
Investment Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.25M | Sell |
18,093
-1,895
| -9% | -$549K | 1.99% | 12 |
|
|
2025
Q1 | $4.9M | Buy |
19,988
+573
| +3% | +$141K | 2.03% | 13 |
|
|
2024
Q4 | $4.65M | Buy |
19,415
+615
| +3% | +$147K | 1.92% | 13 |
|
|
2024
Q3 | $3.96M | Sell |
18,800
-135
| -0.7% | -$28.5K | 1.65% | 16 |
|
|
2024
Q2 | $3.83M | Sell |
18,935
-12
| -0.1% | -$2.43K | 1.72% | 15 |
|
|
2024
Q1 | $3.8M | Sell |
18,947
-355
| -2% | -$71.1K | 1.72% | 15 |
|
|
2023
Q4 | $3.28M | Sell |
19,302
-451
| -2% | -$76.7K | 1.62% | 17 |
|
|
2023
Q3 | $2.86M | Sell |
19,753
-1,130
| -5% | -$164K | 1.51% | 19 |
|
|
2023
Q2 | $3.04M | Sell |
20,883
-17
| -0.1% | -$2.47K | 1.58% | 17 |
|
|
2023
Q1 | $2.72M | Buy |
20,900
+87
| +0.4% | +$11.3K | 1.43% | 17 |
|
|
2022
Q4 | $2.79M | Sell |
20,813
-59,373
| -74% | -$7.96M | 1.48% | 18 |
|
|
2022
Q3 | $8.38M | Buy |
80,186
+58,611
| +272% | +$6.12M | 2.49% | 7 |
|
|
2022
Q2 | $2.43M | Buy |
21,575
+168
| +0.8% | +$18.9K | 1.19% | 23 |
|
|
2022
Q1 | $2.92M | Sell |
21,407
-563
| -3% | -$76.7K | 1.23% | 21 |
|
|
2021
Q4 | $3.48M | Buy |
21,970
+729
| +3% | +$115K | 1.42% | 18 |
|
|
2021
Q3 | $3.48M | Sell |
21,241
-72
| -0.3% | -$11.8K | 1.58% | 16 |
|
|
2021
Q2 | $3.32M | Buy |
21,313
+2,506
| +13% | +$390K | 1.51% | 17 |
|
|
2021
Q1 | $2.86M | Sell |
18,807
-59
| -0.3% | -$8.98K | 1.39% | 21 |
|
|
2020
Q4 | $2.4M | Sell |
18,866
-828
| -4% | -$105K | 1.27% | 19 |
|
|
2020
Q3 | $1.9M | Sell |
19,694
-450
| -2% | -$43.3K | 1.13% | 26 |
|
|
2020
Q2 | $1.9M | Buy |
20,144
+487
| +2% | +$45.8K | 1.11% | 28 |
|
|
2020
Q1 | $1.77M | Sell |
19,657
-96
| -0.5% | -$8.64K | 1.28% | 21 |
|
|
2019
Q4 | $2.75M | Buy |
19,753
+63
| +0.3% | +$8.78K | 1.86% | 12 |
|
|
2019
Q3 | $2.32M | Sell |
19,690
-1,071
| -5% | -$126K | 1.69% | 14 |
|
|
2019
Q2 | $2.32M | Sell |
20,761
-417
| -2% | -$46.6K | 1.66% | 14 |
|
|
2019
Q1 | $2.14M | Sell |
21,178
-238
| -1% | -$24.1K | 1.55% | 17 |
|
|
2018
Q4 | $2.09M | Sell |
21,416
-534
| -2% | -$52.1K | 1.76% | 13 |
|
|
2018
Q3 | $561 | Buy |
21,950
+2,436
| +12% | +$62 | 0.31% | 53 |
|
|
2018
Q2 | $2.03M | Sell |
19,514
-1,109
| -5% | -$116K | 1.51% | 17 |
|
|
2018
Q1 | $2.27M | Buy |
20,623
+2,285
| +12% | +$251K | 1.69% | 17 |
|
|
2017
Q4 | $1.96M | Buy |
18,338
+2,609
| +17% | +$279K | 1.45% | 18 |
|
|
2017
Q3 | $1.5M | Buy |
15,729
+827
| +6% | +$79K | 1.29% | 27 |
|
|
2017
Q2 | $1.36M | Sell |
14,902
-373
| -2% | -$34.1K | 1.24% | 29 |
|
|
2017
Q1 | $1.34M | Buy |
15,275
+15
| +0.1% | +$1.32K | 1.29% | 26 |
|
|
2016
Q4 | $1.32M | Sell |
15,260
-62,867
| -80% | -$5.43M | 1.29% | 27 |
|
|
2016
Q3 | $5.2M | Buy |
78,127
+61,330
| +365% | +$4.08M | 2.94% | 1 |
|
|
2016
Q2 | $1.04M | Sell |
16,797
-57,206
| -77% | -$3.56M | 1.04% | 33 |
|
|
2016
Q1 | $4.89M | Buy |
74,003
+58,747
| +385% | +$3.88M | 3.19% | 1 |
|
|
2015
Q4 | $1.01M | Sell |
15,256
-80
| -0.5% | -$5.29K | 1.21% | 29 |
|
|
2015
Q3 | $935K | Sell |
15,336
-384
| -2% | -$23.4K | 1.22% | 29 |
|
|
2015
Q2 | $1.07M | Buy |
15,720
+98
| +0.6% | +$6.64K | 1.28% | 24 |
|
|
2015
Q1 | $947K | Sell |
15,622
-189
| -1% | -$11.5K | 1.04% | 31 |
|
|
2014
Q4 | $992K | Buy |
+15,811
| New | +$992K | 1.14% | 28 |
|