IRON Financial’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.79M | Sell |
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|
2025
Q2 | $2.62M | Buy |
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|
2025
Q1 | $2.2M | Buy |
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|
2024
Q4 | $2.12M | Buy |
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|
2024
Q3 | $1.86M | Sell |
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|
2024
Q2 | $1.8M | Buy |
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|
2024
Q1 | $1.77M | Sell |
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|
2023
Q4 | $1.58M | Sell |
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|
2023
Q3 | $1.35M | Sell |
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|
2023
Q2 | $1.37M | Sell |
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|
2023
Q1 | $1.23M | Buy |
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|
2022
Q4 | $1.25M | Buy |
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|
2022
Q3 | $684K | Sell |
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|
2022
Q2 | $753K | Sell |
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|
2022
Q1 | $944K | Sell |
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|
2021
Q4 | $1.16M | Hold |
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|
2021
Q3 | $1.2M | Sell |
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|
2021
Q2 | $1.15M | Sell |
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|
2021
Q1 | $1.17M | Sell |
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|
2020
Q4 | $1.1M | Sell |
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|
2020
Q3 | $852K | Sell |
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|
2020
Q2 | $898K | Sell |
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|
2020
Q1 | $971K | Buy |
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|
2019
Q4 | $1.29M | Buy |
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|
2019
Q3 | $901K | Buy |
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|
2019
Q2 | $760K | Buy |
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|
2019
Q1 | $755K | Buy |
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|
2018
Q4 | $672K | Sell |
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|
2018
Q3 | $784K | Buy |
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|
2018
Q2 | $712K | Sell |
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|
2018
Q1 | $755K | Sell |
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|
2017
Q4 | $747K | Sell |
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|
2017
Q3 | $741K | Buy |
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|
2017
Q2 | $700K | Buy |
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|
2017
Q1 | $672K | Buy |
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|
2016
Q4 | $574K | Sell |
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|
2016
Q3 | $533K | Buy |
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|
2016
Q2 | $498K | Buy |
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|
2016
Q1 | $468K | Buy |
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|
2015
Q4 | $510K | Sell |
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|
2015
Q3 | $477K | Sell |
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|
2015
Q2 | $531K | Buy |
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|
2015
Q1 | $475K | Sell |
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|
2014
Q4 | $5.76K | Sell |
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|
2014
Q3 | $560K | Buy |
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|
2014
Q2 | $536K | Buy |
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|
2014
Q1 | $564K | Sell |
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|
2013
Q4 | $561K | Buy |
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