Investment Research & 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 | $7.42M | Buy |
25,608
+147
| +0.6% | +$42.6K | 2.77% | 8 |
|
|
2025
Q1 | $6.25M | Buy |
25,461
+117
| +0.5% | +$28.7K | 2.61% | 9 |
|
|
2024
Q4 | $6.08M | Sell |
25,344
-97
| -0.4% | -$23.3K | 2.52% | 9 |
|
|
2024
Q3 | $5.36M | Sell |
25,441
-345
| -1% | -$72.7K | 2.26% | 11 |
|
|
2024
Q2 | $5.22M | Buy |
25,786
+349
| +1% | +$70.6K | 2.31% | 10 |
|
|
2024
Q1 | $5.1M | Buy |
25,437
+335
| +1% | +$67.1K | 2.35% | 10 |
|
|
2023
Q4 | $4.27M | Sell |
25,102
-74
| -0.3% | -$12.6K | 2.18% | 9 |
|
|
2023
Q3 | $3.65M | Sell |
25,176
-9
| -0% | -$1.31K | 2.07% | 9 |
|
|
2023
Q2 | $3.66M | Buy |
25,185
+132
| +0.5% | +$19.2K | 2.12% | 10 |
|
|
2023
Q1 | $3.26M | Buy |
25,053
+780
| +3% | +$102K | 2.09% | 11 |
|
|
2022
Q4 | $3.26M | Sell |
24,273
-636
| -3% | -$85.3K | 2.14% | 15 |
|
|
2022
Q3 | $2.6M | Buy |
24,909
+1,366
| +6% | +$143K | 1.95% | 13 |
|
|
2022
Q2 | $2.65M | Buy |
23,543
+1,574
| +7% | +$177K | 1.92% | 14 |
|
|
2022
Q1 | $3M | Buy |
21,969
+154
| +0.7% | +$21K | 1.88% | 13 |
|
|
2021
Q4 | $3.45M | Sell |
21,815
-752
| -3% | -$119K | 2.1% | 13 |
|
|
2021
Q3 | $3.71M | Buy |
22,567
+128
| +0.6% | +$21.1K | 2.44% | 11 |
|
|
2021
Q2 | $3.49M | Buy |
22,439
+2
| +0% | +$311 | 2.3% | 11 |
|
|
2021
Q1 | $3.42M | Sell |
22,437
-320
| -1% | -$48.7K | 2.51% | 10 |
|
|
2020
Q4 | $2.89M | Buy |
22,757
+521
| +2% | +$66.2K | 2.15% | 10 |
|
|
2020
Q3 | $2.14M | Sell |
22,236
-278
| -1% | -$26.8K | 1.78% | 15 |
|
|
2020
Q2 | $2.12M | Buy |
22,514
+3,042
| +16% | +$286K | 1.9% | 13 |
|
|
2020
Q1 | $1.75M | Sell |
19,472
-159
| -0.8% | -$14.3K | 1.63% | 13 |
|
|
2019
Q4 | $2.74M | Buy |
+19,631
| New | +$2.74M | 2.53% | 7 |
|