Ironwood Financial’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.59M | Buy |
15,594
+12
| +0.1% | +$3.64K | 0.8% | 37 |
|
|
2025
Q4 | $5.06M | Buy |
15,582
+2
| +0% | +$619 | 0.86% | 36 |
|
|
2025
Q3 | $4.91M | Buy |
15,580
+180
| +1% | +$53.5K | 0.87% | 31 |
|
|
2025
Q2 | $3.78M | Hold |
15,400
| – | – | 0.81% | 33 |
|
|
2025
Q1 | $3.78M | Buy |
15,400
+107
| +0.7% | +$27.3K | 0.81% | 33 |
|
|
2024
Q4 | $3.67M | Sell |
15,293
-8
| -0.1% | -$1.86K | 0.77% | 34 |
|
|
2024
Q3 | $3.23M | Sell |
15,301
-448
| -3% | -$94.4K | 0.68% | 35 |
|
|
2024
Q2 | $3.19M | Hold |
15,749
| – | – | 0.71% | 37 |
|
|
2024
Q1 | $3.15M | Buy |
15,749
+30
| +0.2% | +$5.41K | 0.73% | 36 |
|
|
2023
Q4 | $2.67M | Sell |
15,719
-38
| -0.2% | -$5.76K | 0.65% | 34 |
|
|
2023
Q3 | $2.29M | Hold |
15,757
| – | – | 0.61% | 35 |
|
|
2023
Q2 | $2.29M | Sell |
15,757
-620
| -4% | -$85.3K | 0.6% | 36 |
|
|
2023
Q1 | $2.13M | Hold |
16,377
| – | – | 0.6% | 33 |
|
|
2022
Q4 | $2.2M | Sell |
16,377
-624
| -4% | -$79.1K | 0.68% | 29 |
|
|
2022
Q3 | $1.78M | Buy |
17,001
+1,233
| +8% | +$141K | 0.59% | 35 |
|
|
2022
Q2 | $1.78M | Hold |
15,768
| – | – | 0.57% | 39 |
|
|
2022
Q1 | $2.15M | Sell |
15,768
-13
| -0.1% | -$1.92K | 0.61% | 32 |
|
|
2021
Q4 | $2.5M | Sell |
15,781
-12
| -0.1% | -$1.97K | 0.68% | 33 |
|
|
2021
Q3 | $2.58M | Buy |
15,793
+1,593
| +11% | +$250K | 0.76% | 31 |
|
|
2021
Q2 | $2.21M | Buy |
14,200
+27
| +0.2% | +$4.24K | 0.66% | 30 |
|
|
2021
Q1 | $2.16M | Buy |
14,173
+1,525
| +12% | +$219K | 0.7% | 29 |
|
|
2020
Q4 | $1.61M | Buy |
12,648
+12,376
| +4,550% | +$1.38M | 0.6% | 25 |
|
|
2020
Q3 | $26K | Hold |
272
| – | – | 0.01% | 168 |
|
|
2020
Q2 | $26K | Buy |
272
+38
| +16% | +$3.6K | 0.01% | 156 |
|
|
2020
Q1 | $21K | Buy |
234
+100
| +75% | +$12.1K | 0.01% | 147 |
|
|
2019
Q4 | $19K | Hold |
134
| – | – | 0.01% | 212 |
|
|
2019
Q3 | $16K | Hold |
134
| – | – | 0.01% | 226 |
|
|
2019
Q2 | $15K | Hold |
134
| – | – | 0.01% | 235 |
|
|
2019
Q1 | $14K | Hold |
134
| – | – | 0.01% | 229 |
|
|
2018
Q4 | $13K | Hold |
134
| – | – | 0.01% | 221 |
|
|
2018
Q3 | $15K | Hold |
134
| – | – | 0.01% | 216 |
|
|
2018
Q2 | $14K | Hold |
134
| – | – | 0.01% | 173 |
|
|
2018
Q1 | $15K | Hold |
134
| – | – | 0.02% | 147 |
|
|
2017
Q4 | $14K | Sell |
134
-210
| -61% | -$21.3K | 0.01% | 154 |
|
|
2017
Q3 | $33K | Hold |
344
| – | – | 0.02% | 111 |
|
|
2017
Q2 | $31K | Hold |
344
| – | – | 0.02% | 107 |
|
|
2017
Q1 | $30K | Hold |
344
| – | – | 0.02% | 109 |
|
|
2016
Q4 | $30K | Hold |
344
| – | – | 0.02% | 110 |
|
|
2016
Q3 | $23K | Hold |
344
| – | – | 0.02% | 125 |
|
|
2016
Q2 | $21K | Hold |
344
| – | – | 0.02% | 130 |
|
|
2016
Q1 | $20K | Buy |
+344
| New | +$20.1K | 0.02% | 133 |
|
|
2015
Q3 | $21K | Hold |
344
| – | – | 0.01% | 166 |
|
|
2015
Q2 | $23K | Hold |
344
| – | – | 0.01% | 155 |
|
|
2015
Q1 | $21K | Sell |
344
-10
| -3% | -$592 | 0.01% | 156 |
|
|
2014
Q4 | $21K | Buy |
+354
| New | +$21.3K | 0.01% | 131 |
|
Other funds holding JPM
VCM
VPM
