IHWM
Iron Horse Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Sell |
1,091
-175
| -14% | -$50.7K | 0.09% | 37 |
|
|
2025
Q1 | $310K | Buy |
1,266
+101
| +9% | +$24.8K | 0.1% | 36 |
|
|
2024
Q4 | $279K | Buy |
1,165
+10
| +0.9% | +$2.4K | 0.09% | 35 |
|
|
2024
Q3 | $244K | Buy |
1,155
+780
| +208% | +$165K | 0.08% | 40 |
|
|
2024
Q2 | $75.9K | Hold |
375
| – | – | 0.03% | 76 |
|
|
2024
Q1 | $75.2K | Sell |
375
-40
| -10% | -$8.02K | 0.03% | 71 |
|
|
2023
Q4 | $70.6K | Sell |
415
-50
| -11% | -$8.51K | 0.03% | 71 |
|
|
2023
Q3 | $67.5K | Buy |
465
+10
| +2% | +$1.45K | 0.03% | 68 |
|
|
2023
Q2 | $66.2K | Hold |
455
| – | – | 0.03% | 67 |
|
|
2023
Q1 | $59.3K | Hold |
455
| – | – | 0.03% | 72 |
|
|
2022
Q4 | $61K | Buy |
455
+450
| +9,000% | +$60.3K | 0.03% | 70 |
|
|
2022
Q3 | $1K | Sell |
5
-350
| -99% | -$70K | ﹤0.01% | 121 |
|
|
2022
Q2 | $40K | Buy |
355
+65
| +22% | +$7.32K | 0.02% | 73 |
|
|
2022
Q1 | $40K | Hold |
290
| – | – | 0.02% | 79 |
|
|
2021
Q4 | $46K | Hold |
290
| – | – | 0.03% | 70 |
|
|
2021
Q3 | $47K | Hold |
290
| – | – | 0.03% | 64 |
|
|
2021
Q2 | $45K | Buy |
290
+100
| +53% | +$15.5K | 0.03% | 68 |
|
|
2021
Q1 | $29K | Hold |
190
| – | – | 0.02% | 81 |
|
|
2020
Q4 | $24K | Buy |
+190
| New | +$24K | 0.02% | 85 |
|