IPG Investment Advisors’s JPMorgan Chase JPM Stock Holding History

IPG Investment Advisors’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.12M	Buy	14,009 +1,556	+12%	+$472K	0.71%	39
2025 Q4	$4.01M	Sell	12,453 -5,491	-31%	-$1.7M	0.7%	36
2025 Q3	$5.66M	Buy	17,944 +132	+0.7%	+$39.3K	1.01%	27
2025 Q2	$5.16M	Sell	17,812 -917	-5%	-$234K	1.01%	27
2025 Q1	$4.59M	Buy	18,729 +12,108	+183%	+$3.09M	1.04%	23
2024 Q4	$1.59M	Sell	6,621 -7,534	-53%	-$1.75M	0.36%	49
2024 Q3	$2.98M	Buy	14,155 +2,713	+24%	+$571K	0.65%	37
2024 Q2	$2.31M	Sell	11,442 -4,252	-27%	-$831K	0.51%	45
2024 Q1	$3.14M	Sell	15,694 -418	-3%	-$75.4K	0.69%	39
2023 Q4	$2.74M	Buy	16,112 +3,421	+27%	+$518K	0.55%	47
2023 Q3	$1.84M	Sell	12,691 -30	-0.2%	-$4.5K	0.41%	49
2023 Q2	$1.85M	Buy	12,721 +9,009	+243%	+$1.24M	0.4%	43
2023 Q1	$484K	Sell	3,712 -4,500	-55%	-$617K	0.11%	93
2022 Q4	$1.1M	Buy	8,212 +4,700	+134%	+$596K	0.31%	51
2022 Q3	$367K	Sell	3,512 -6,473	-65%	-$743K	0.1%	84
2022 Q2	$1.12M	Sell	9,985 -7,983	-44%	-$989K	0.28%	53
2022 Q1	$2.45M	Sell	17,968 -2,356	-12%	-$348K	0.47%	36
2021 Q4	$3.22M	Buy	20,324 +5,702	+39%	+$936K	0.58%	33
2021 Q3	$2.39M	Sell	14,622 -3,434	-19%	-$538K	0.76%	26
2021 Q2	$2.81M	Sell	18,056 -1,556	-8%	-$244K	0.82%	22
2021 Q1	$2.99M	Sell	19,612 -7,211	-27%	-$1.04M	0.58%	36
2020 Q4	$3.41M	Buy	26,823 +5,807	+28%	+$649K	0.79%	33
2020 Q3	$2.02M	Buy	21,016 +13,846	+193%	+$1.36M	0.58%	36
2020 Q2	$674K	Sell	7,170 -8,256	-54%	-$783K	0.23%	64
2020 Q1	$1.39M	Buy	15,426 +12,146	+370%	+$1.48M	0.58%	35
2019 Q4	$457K	Buy	3,280 +190	+6%	+$24.4K	0.14%	81
2019 Q3	$364K	Sell	3,090 -300	-9%	-$33.9K	0.13%	84
2019 Q2	$379K	Sell	3,390 -5,275	-61%	-$582K	0.14%	90
2019 Q1	$877K	Buy	8,665 +75	+0.9%	+$7.73K	0.3%	48
2018 Q4	$839K	Buy	8,590 +3,303	+62%	+$352K	0.32%	46
2018 Q3	$597K	Buy	5,287 +513	+11%	+$58.2K	0.19%	74
2018 Q2	$497K	Buy	4,774 +540	+13%	+$59.2K	0.17%	87
2018 Q1	$466K	Buy	4,234 +175	+4%	+$19.8K	0.15%	81
2017 Q4	$434K	Sell	4,059 -2,700	-40%	-$273K	0.18%	76
2017 Q3	$646K	Buy	6,759 +105	+2%	+$9.68K	0.22%	60
2017 Q2	$608K	Buy	6,654 +17	+0.3%	+$1.47K	0.24%	57
2017 Q1	$583K	Sell	6,637 -320	-5%	-$28.2K	0.26%	57
2016 Q4	$600K	Sell	6,957 -10,760	-61%	-$821K	0.24%	64
2016 Q3	$1.18M	Buy	+17,717	New	+$1.16M	0.5%	37
2016 Q2	–	Sell	-11,972	Closed	-$709K	–	122
2016 Q1	$709K	Sell	11,972 -1,190	-9%	-$69.5K	0.32%	53
2015 Q4	$869K	Buy	13,162 +6,100	+86%	+$397K	0.4%	48
2015 Q3	$431K	Buy	+7,062	New	+$463K	0.2%	75