IAA
Ironsides Asset Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Buy |
1,126
+95
| +9% | +$27.6K | 0.09% | 46 |
|
|
2025
Q1 | $253K | Hold |
1,031
| – | – | 0.07% | 55 |
|
|
2024
Q4 | $247K | Hold |
1,031
| – | – | 0.07% | 61 |
|
|
2024
Q3 | $217K | Buy |
+1,031
| New | +$217K | 0.06% | 71 |
|
|
2017
Q1 | – | Sell |
-6,735
| Closed | -$581K | – | 114 |
|
|
2016
Q4 | $581K | Sell |
6,735
-4,081
| -38% | -$352K | 0.16% | 91 |
|
|
2016
Q3 | $720K | Buy |
10,816
+4,201
| +64% | +$280K | 0.19% | 87 |
|
|
2016
Q2 | $411K | Sell |
6,615
-8,621
| -57% | -$536K | 0.13% | 103 |
|
|
2016
Q1 | $902K | Buy |
15,236
+7,822
| +106% | +$463K | 0.23% | 89 |
|
|
2015
Q4 | $490K | Buy |
7,414
+968
| +15% | +$64K | 0.13% | 102 |
|
|
2015
Q3 | $393K | Buy |
6,446
+857
| +15% | +$52.3K | 0.11% | 117 |
|
|
2015
Q2 | $379K | Sell |
5,589
-85
| -1% | -$5.76K | 0.11% | 118 |
|
|
2015
Q1 | $344K | Sell |
5,674
-730
| -11% | -$44.3K | 0.09% | 121 |
|
|
2014
Q4 | $401K | Buy |
6,404
+100
| +2% | +$6.26K | 0.11% | 116 |
|
|
2014
Q3 | $380K | Buy |
6,304
+193
| +3% | +$11.6K | 0.11% | 119 |
|
|
2014
Q2 | $352K | Buy |
+6,111
| New | +$352K | 0.1% | 125 |
|