IIA
IPG Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.16M | Sell |
17,812
-917
| -5% | -$266K | 1.01% | 27 |
|
|
2025
Q1 | $4.59M | Buy |
18,729
+12,108
| +183% | +$2.97M | 1.04% | 23 |
|
|
2024
Q4 | $1.59M | Sell |
6,621
-7,534
| -53% | -$1.81M | 0.36% | 49 |
|
|
2024
Q3 | $2.98M | Buy |
14,155
+2,713
| +24% | +$572K | 0.65% | 37 |
|
|
2024
Q2 | $2.31M | Sell |
11,442
-4,252
| -27% | -$860K | 0.51% | 45 |
|
|
2024
Q1 | $3.14M | Sell |
15,694
-418
| -3% | -$83.7K | 0.69% | 39 |
|
|
2023
Q4 | $2.74M | Buy |
16,112
+3,421
| +27% | +$582K | 0.55% | 47 |
|
|
2023
Q3 | $1.84M | Sell |
12,691
-30
| -0.2% | -$4.35K | 0.41% | 49 |
|
|
2023
Q2 | $1.85M | Buy |
12,721
+9,009
| +243% | +$1.31M | 0.4% | 43 |
|
|
2023
Q1 | $484K | Sell |
3,712
-4,500
| -55% | -$586K | 0.11% | 93 |
|
|
2022
Q4 | $1.1M | Buy |
8,212
+4,700
| +134% | +$630K | 0.31% | 51 |
|
|
2022
Q3 | $367K | Sell |
3,512
-6,473
| -65% | -$676K | 0.1% | 84 |
|
|
2022
Q2 | $1.12M | Sell |
9,985
-7,983
| -44% | -$899K | 0.28% | 53 |
|
|
2022
Q1 | $2.45M | Sell |
17,968
-2,356
| -12% | -$321K | 0.47% | 36 |
|
|
2021
Q4 | $3.22M | Buy |
20,324
+5,702
| +39% | +$903K | 0.58% | 33 |
|
|
2021
Q3 | $2.39M | Sell |
14,622
-3,434
| -19% | -$562K | 0.76% | 26 |
|
|
2021
Q2 | $2.81M | Sell |
18,056
-1,556
| -8% | -$242K | 0.82% | 22 |
|
|
2021
Q1 | $2.99M | Sell |
19,612
-7,211
| -27% | -$1.1M | 0.58% | 36 |
|
|
2020
Q4 | $3.41M | Buy |
26,823
+5,807
| +28% | +$738K | 0.79% | 33 |
|
|
2020
Q3 | $2.02M | Buy |
21,016
+13,846
| +193% | +$1.33M | 0.58% | 36 |
|
|
2020
Q2 | $674K | Sell |
7,170
-8,256
| -54% | -$777K | 0.23% | 64 |
|
|
2020
Q1 | $1.39M | Buy |
15,426
+12,146
| +370% | +$1.09M | 0.58% | 35 |
|
|
2019
Q4 | $457K | Buy |
3,280
+190
| +6% | +$26.5K | 0.14% | 81 |
|
|
2019
Q3 | $364K | Sell |
3,090
-300
| -9% | -$35.3K | 0.13% | 84 |
|
|
2019
Q2 | $379K | Sell |
3,390
-5,275
| -61% | -$590K | 0.14% | 90 |
|
|
2019
Q1 | $877K | Buy |
8,665
+75
| +0.9% | +$7.59K | 0.3% | 48 |
|
|
2018
Q4 | $839K | Buy |
8,590
+3,303
| +62% | +$322K | 0.32% | 46 |
|
|
2018
Q3 | $597K | Buy |
5,287
+513
| +11% | +$57.9K | 0.19% | 74 |
|
|
2018
Q2 | $497K | Buy |
4,774
+540
| +13% | +$56.3K | 0.17% | 87 |
|
|
2018
Q1 | $466K | Buy |
4,234
+175
| +4% | +$19.2K | 0.15% | 81 |
|
|
2017
Q4 | $434K | Sell |
4,059
-2,700
| -40% | -$289K | 0.18% | 76 |
|
|
2017
Q3 | $646K | Buy |
6,759
+105
| +2% | +$10K | 0.22% | 60 |
|
|
2017
Q2 | $608K | Buy |
6,654
+17
| +0.3% | +$1.55K | 0.24% | 57 |
|
|
2017
Q1 | $583K | Sell |
6,637
-320
| -5% | -$28.1K | 0.26% | 57 |
|
|
2016
Q4 | $600K | Sell |
6,957
-10,760
| -61% | -$928K | 0.24% | 64 |
|
|
2016
Q3 | $1.18M | Buy |
+17,717
| New | +$1.18M | 0.5% | 37 |
|
|
2016
Q2 | – | Sell |
-11,972
| Closed | -$709K | – | 122 |
|
|
2016
Q1 | $709K | Sell |
11,972
-1,190
| -9% | -$70.5K | 0.32% | 53 |
|
|
2015
Q4 | $869K | Buy |
13,162
+6,100
| +86% | +$403K | 0.4% | 48 |
|
|
2015
Q3 | $431K | Buy |
+7,062
| New | +$431K | 0.2% | 75 |
|