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Iron Gate Global Advisors’s JPMorgan Chase JPM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$715K Sell
2,468
-572
-19% -$166K 0.08% 45
2025
Q1
$746K Buy
3,040
+19
+0.6% +$4.66K 0.1% 46
2024
Q4
$724K Sell
3,021
-83
-3% -$19.9K 0.1% 48
2024
Q3
$655K Sell
3,104
-70
-2% -$14.8K 0.1% 44
2024
Q2
$642K Hold
3,174
0.11% 46
2024
Q1
$634K Buy
3,174
+66
+2% +$13.2K 0.11% 49
2023
Q4
$529K Buy
3,108
+257
+9% +$43.7K 0.1% 50
2023
Q3
$420K Sell
2,851
-376
-12% -$55.5K 0.09% 50
2023
Q2
$469K Sell
3,227
-28
-0.9% -$4.07K 0.1% 49
2023
Q1
$424K Sell
3,255
-107
-3% -$13.9K 0.1% 52
2022
Q4
$451K Buy
3,362
+89
+3% +$11.9K 0.12% 48
2022
Q3
$345K Sell
3,273
-281
-8% -$29.6K 0.1% 52
2022
Q2
$399K Sell
3,554
-129
-4% -$14.5K 0.11% 55
2022
Q1
$502K Buy
3,683
+254
+7% +$34.6K 0.11% 56
2021
Q4
$575K Buy
3,429
+46
+1% +$7.71K 0.13% 52
2021
Q3
$553K Sell
3,383
-47
-1% -$7.68K 0.15% 57
2021
Q2
$533K Buy
3,430
+297
+9% +$46.2K 0.15% 56
2021
Q1
$476K Sell
3,133
-64
-2% -$9.72K 0.15% 56
2020
Q4
$406K Buy
3,197
+311
+11% +$39.5K 0.15% 60
2020
Q3
$277K Sell
2,886
-469
-14% -$45K 0.12% 70
2020
Q2
$316K Buy
+3,355
New +$316K 0.15% 59