IRON Financial’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 | $2.62M | Buy |
9,050
+65
| +0.7% | +$18.8K | 1.36% | 18 |
|
|
2025
Q1 | $2.2M | Buy |
8,985
+143
| +2% | +$35.1K | 1.24% | 19 |
|
|
2024
Q4 | $2.12M | Buy |
8,842
+1
| +0% | +$240 | 1.19% | 18 |
|
|
2024
Q3 | $1.86M | Sell |
8,841
-71
| -0.8% | -$15K | 1.01% | 25 |
|
|
2024
Q2 | $1.8M | Buy |
8,912
+55
| +0.6% | +$11.1K | 1.01% | 23 |
|
|
2024
Q1 | $1.77M | Sell |
8,857
-454
| -5% | -$90.9K | 0.99% | 23 |
|
|
2023
Q4 | $1.58M | Sell |
9,311
-17
| -0.2% | -$2.89K | 0.9% | 27 |
|
|
2023
Q3 | $1.35M | Sell |
9,328
-74
| -0.8% | -$10.7K | 0.79% | 29 |
|
|
2023
Q2 | $1.37M | Sell |
9,402
-16
| -0.2% | -$2.33K | 0.73% | 31 |
|
|
2023
Q1 | $1.23M | Buy |
9,418
+134
| +1% | +$17.5K | 0.67% | 33 |
|
|
2022
Q4 | $1.25M | Buy |
9,284
+2,737
| +42% | +$367K | 0.71% | 29 |
|
|
2022
Q3 | $684K | Sell |
6,547
-139
| -2% | -$14.5K | 0.38% | 52 |
|
|
2022
Q2 | $753K | Sell |
6,686
-238
| -3% | -$26.8K | 0.39% | 43 |
|
|
2022
Q1 | $944K | Sell |
6,924
-386
| -5% | -$52.6K | 0.44% | 35 |
|
|
2021
Q4 | $1.16M | Hold |
7,310
| – | – | 0.52% | 31 |
|
|
2021
Q3 | $1.2M | Sell |
7,310
-111
| -1% | -$18.2K | 0.57% | 31 |
|
|
2021
Q2 | $1.15M | Sell |
7,421
-255
| -3% | -$39.7K | 0.54% | 32 |
|
|
2021
Q1 | $1.17M | Sell |
7,676
-968
| -11% | -$147K | 0.62% | 24 |
|
|
2020
Q4 | $1.1M | Sell |
8,644
-210
| -2% | -$26.7K | 0.55% | 21 |
|
|
2020
Q3 | $852K | Sell |
8,854
-694
| -7% | -$66.8K | 0.47% | 26 |
|
|
2020
Q2 | $898K | Sell |
9,548
-1,240
| -11% | -$117K | 0.46% | 28 |
|
|
2020
Q1 | $971K | Buy |
10,788
+1,563
| +17% | +$141K | 0.61% | 25 |
|
|
2019
Q4 | $1.29M | Buy |
9,225
+1,572
| +21% | +$219K | 0.61% | 27 |
|
|
2019
Q3 | $901K | Buy |
7,653
+141
| +2% | +$16.6K | 0.67% | 21 |
|
|
2019
Q2 | $760K | Buy |
7,512
+59
| +0.8% | +$5.97K | 0.71% | 18 |
|
|
2019
Q1 | $755K | Buy |
7,453
+565
| +8% | +$57.2K | 0.48% | 21 |
|
|
2018
Q4 | $672K | Sell |
6,888
-57
| -0.8% | -$5.56K | 0.52% | 20 |
|
|
2018
Q3 | $784K | Buy |
6,945
+112
| +2% | +$12.6K | 0.53% | 21 |
|
|
2018
Q2 | $712K | Sell |
6,833
-32
| -0.5% | -$3.33K | 0.39% | 30 |
|
|
2018
Q1 | $755K | Sell |
6,865
-119
| -2% | -$13.1K | 0.48% | 45 |
|
|
2017
Q4 | $747K | Sell |
6,984
-778
| -10% | -$83.2K | 0.52% | 43 |
|
|
2017
Q3 | $741K | Buy |
7,762
+103
| +1% | +$9.83K | 0.57% | 41 |
|
|
2017
Q2 | $700K | Buy |
7,659
+3
| +0% | +$274 | 0.62% | 38 |
|
|
2017
Q1 | $672K | Buy |
7,656
+1,003
| +15% | +$88K | 0.48% | 41 |
|
|
2016
Q4 | $574K | Sell |
6,653
-1,359
| -17% | -$117K | 0.39% | 37 |
|
|
2016
Q3 | $533K | Buy |
8,012
+1
| +0% | +$67 | 0.65% | 20 |
|
|
2016
Q2 | $498K | Buy |
8,011
+104
| +1% | +$6.47K | 0.64% | 21 |
|
|
2016
Q1 | $468K | Buy |
7,907
+178
| +2% | +$10.5K | 0.47% | 48 |
|
|
2015
Q4 | $510K | Sell |
7,729
-96
| -1% | -$6.34K | 0.43% | 53 |
|
|
2015
Q3 | $477K | Sell |
7,825
-14
| -0.2% | -$853 | 0.32% | 46 |
|
|
2015
Q2 | $531K | Buy |
7,839
+3
| +0% | +$203 | 0.5% | 22 |
|
|
2015
Q1 | $475K | Sell |
7,836
-1,377
| -15% | -$83.5K | 0.37% | 30 |
|
|
2014
Q4 | $5.77K | Sell |
9,213
-90
| -1% | -$56 | 0.58% | 24 |
|
|
2014
Q3 | $560K | Buy |
9,303
+3
| +0% | +$181 | 0.71% | 17 |
|
|
2014
Q2 | $536K | Buy |
9,300
+4
| +0% | +$231 | 0.47% | 27 |
|
|
2014
Q1 | $564K | Sell |
9,296
-297
| -3% | -$18K | 0.43% | 24 |
|
|
2013
Q4 | $561K | Buy |
+9,593
| New | +$561K | 0.57% | 21 |
|