IPW
IronBridge Private Wealth’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $435K | Sell |
1,774
-20
| -1% | -$4.91K | 0.17% | 36 |
|
|
2024
Q4 | $430K | Buy |
1,794
+9
| +0.5% | +$2.16K | 0.16% | 37 |
|
|
2024
Q3 | $376K | Buy |
1,785
+36
| +2% | +$7.59K | 0.14% | 38 |
|
|
2024
Q2 | $354K | Buy |
1,749
+9
| +0.5% | +$1.82K | 0.13% | 38 |
|
|
2024
Q1 | $348K | Sell |
1,740
-54
| -3% | -$10.8K | 0.14% | 39 |
|
|
2023
Q4 | $305K | Buy |
1,794
+146
| +9% | +$24.8K | 0.15% | 39 |
|
|
2023
Q3 | $239K | Buy |
1,648
+65
| +4% | +$9.43K | 0.13% | 34 |
|
|
2023
Q2 | $230K | Buy |
1,583
+11
| +0.7% | +$1.6K | 0.13% | 32 |
|
|
2023
Q1 | $205K | Sell |
1,572
-552
| -26% | -$71.9K | 0.13% | 29 |
|
|
2022
Q4 | $285K | Sell |
2,124
-8,120
| -79% | -$1.09M | 0.23% | 24 |
|
|
2022
Q3 | $1.07M | Buy |
+10,244
| New | +$1.07M | 0.92% | 13 |
|
|
2022
Q2 | – | Sell |
-1,621
| Closed | -$221K | – | 41 |
|
|
2022
Q1 | $221K | Sell |
1,621
-581
| -26% | -$79.2K | 0.14% | 33 |
|
|
2021
Q4 | $349K | Buy |
2,202
+10
| +0.5% | +$1.59K | 0.18% | 32 |
|
|
2021
Q3 | $359K | Buy |
2,192
+9
| +0.4% | +$1.47K | 0.19% | 28 |
|
|
2021
Q2 | $340K | Buy |
2,183
+10
| +0.5% | +$1.56K | 0.2% | 30 |
|
|
2021
Q1 | $331K | Sell |
2,173
-73
| -3% | -$11.1K | 0.21% | 32 |
|
|
2020
Q4 | $285K | Buy |
+2,246
| New | +$285K | 0.21% | 31 |
|