Iron Gate Global Advisors’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
Q2 | $715K | Sell |
|
|||||
|
2025
Q1 | $746K | Buy |
|
|||||
|
2024
Q4 | $724K | Sell |
|
|||||
|
2024
Q3 | $655K | Sell |
|
|||||
|
2024
Q2 | $642K | Hold |
|
|||||
|
2024
Q1 | $634K | Buy |
|
|||||
|
2023
Q4 | $529K | Buy |
|
|||||
|
2023
Q3 | $420K | Sell |
|
|||||
|
2023
Q2 | $469K | Sell |
|
|||||
|
2023
Q1 | $424K | Sell |
|
|||||
|
2022
Q4 | $451K | Buy |
|
|||||
|
2022
Q3 | $345K | Sell |
|
|||||
|
2022
Q2 | $399K | Sell |
|
|||||
|
2022
Q1 | $502K | Buy |
|
|||||
|
2021
Q4 | $575K | Buy |
|
|||||
|
2021
Q3 | $553K | Sell |
|
|||||
|
2021
Q2 | $533K | Buy |
|
|||||
|
2021
Q1 | $476K | Sell |
|
|||||
|
2020
Q4 | $406K | Buy |
|
|||||
|
2020
Q3 | $277K | Sell |
|
|||||
|
2020
Q2 | $316K | Buy |
|