IQ EQ Fund Management’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 | $27.6M | Sell |
95,144
-1,175
| -1% | -$341K | 2.45% | 3 |
|
|
2025
Q1 | $23.6M | Sell |
96,319
-934
| -1% | -$229K | 2.78% | 3 |
|
|
2024
Q4 | $23.3M | Sell |
97,253
-5,790
| -6% | -$1.39M | 2.75% | 4 |
|
|
2024
Q3 | $21.7M | Sell |
103,043
-2,740
| -3% | -$578K | 2.26% | 3 |
|
|
2024
Q2 | $21.4M | Sell |
105,783
-205
| -0.2% | -$41.5K | 2.45% | 3 |
|
|
2024
Q1 | $21.2M | Sell |
105,988
-7,798
| -7% | -$1.56M | 2.41% | 2 |
|
|
2023
Q4 | $19.4M | Buy |
113,786
+65,934
| +138% | +$11.2M | 2.28% | 2 |
|
|
2023
Q3 | $6.94M | Buy |
47,852
+1,801
| +4% | +$261K | 1.43% | 7 |
|
|
2023
Q2 | $6.7M | Buy |
46,051
+747
| +2% | +$109K | 1.27% | 13 |
|
|
2023
Q1 | $5.9M | Sell |
45,304
-674
| -1% | -$87.8K | 1.13% | 24 |
|
|
2022
Q4 | $6.17M | Sell |
45,978
-544
| -1% | -$73K | 1.26% | 17 |
|
|
2022
Q3 | $4.86M | Buy |
46,522
+685
| +1% | +$71.6K | 1.09% | 25 |
|
|
2022
Q2 | $5.16M | Sell |
45,837
-342
| -0.7% | -$38.5K | 1.02% | 29 |
|
|
2022
Q1 | $6.3M | Sell |
46,179
-821
| -2% | -$112K | 1.03% | 25 |
|
|
2021
Q4 | $7.44M | Sell |
47,000
-695
| -1% | -$110K | 1.14% | 23 |
|
|
2021
Q3 | $7.81M | Sell |
47,695
-814
| -2% | -$133K | 1.19% | 18 |
|
|
2021
Q2 | $7.55M | Sell |
48,509
-448
| -0.9% | -$69.7K | 1.15% | 17 |
|
|
2021
Q1 | $7.45M | Sell |
48,957
-416
| -0.8% | -$63.3K | 1.31% | 12 |
|
|
2020
Q4 | $6.27M | Sell |
49,373
-26,608
| -35% | -$3.38M | 1.45% | 12 |
|
|
2020
Q3 | $7.32M | Sell |
75,981
-757
| -1% | -$72.9K | 2.19% | 10 |
|
|
2020
Q2 | $7.22M | Sell |
76,738
-1,917
| -2% | -$180K | 2.43% | 8 |
|
|
2020
Q1 | $7.08M | Sell |
78,655
-11,724
| -13% | -$1.06M | 2.9% | 7 |
|
|
2019
Q4 | $12.6M | Sell |
90,379
-10,938
| -11% | -$1.52M | 3.99% | 2 |
|
|
2019
Q3 | $11.9M | Buy |
101,317
+333
| +0.3% | +$39.2K | 3.86% | 2 |
|
|
2019
Q2 | $11.3M | Buy |
+100,984
| New | +$11.3M | 3.65% | 2 |
|
|
2018
Q4 | $10.8M | Sell |
111,096
-26,241
| -19% | -$2.56M | 3.97% | 2 |
|
|
2018
Q3 | $16.1M | Sell |
137,337
-43,254
| -24% | -$5.07M | 4.42% | 2 |
|
|
2018
Q2 | $18.8M | Buy |
+180,591
| New | +$18.8M | 5.04% | 2 |
|
|
2017
Q1 | $24.8M | Sell |
249,933
-5,653
| -2% | -$561K | 4.66% | 2 |
|
|
2016
Q4 | $25.3M | Sell |
255,586
-22,205
| -8% | -$2.2M | 4.59% | 2 |
|
|
2016
Q3 | $19.9M | Sell |
277,791
-11,126
| -4% | -$797K | 3.68% | 4 |
|
|
2016
Q2 | $19.5M | Sell |
288,917
-31,139
| -10% | -$2.1M | 3.68% | 6 |
|
|
2016
Q1 | $20.1M | Sell |
320,056
-42,473
| -12% | -$2.67M | 3.68% | 4 |
|
|
2015
Q4 | $26.7M | Sell |
362,529
-73,056
| -17% | -$5.37M | 4.57% | 2 |
|
|
2015
Q3 | $28.8M | Sell |
435,585
-28,837
| -6% | -$1.91M | 4.65% | 2 |
|
|
2015
Q2 | $34.1M | Sell |
464,422
-37,250
| -7% | -$2.74M | 4.91% | 1 |
|
|
2015
Q1 | $34.2M | Sell |
501,672
-20,825
| -4% | -$1.42M | 4.58% | 2 |
|
|
2014
Q4 | $32.7M | Buy |
+522,497
| New | +$32.7M | 4.74% | 3 |
|