Ironwood Investment Management’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
Q3 | $995K | Hold |
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|
2025
Q2 | $914K | Hold |
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|
2025
Q1 | $774K | Sell |
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|
2024
Q4 | $948K | Hold |
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|
2024
Q3 | $834K | Hold |
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|
2024
Q2 | $800K | Sell |
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|
2024
Q1 | $1.95M | Buy |
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|
2023
Q4 | $1.25M | Hold |
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|
2023
Q3 | $1.06M | Hold |
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|
2023
Q2 | $1.07M | Hold |
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|
2023
Q1 | $956K | Hold |
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|
2022
Q4 | $984K | Sell |
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|
2022
Q3 | $820K | Hold |
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|
2022
Q2 | $884K | Hold |
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|
2022
Q1 | $1.07M | Hold |
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|
2021
Q4 | $1.24M | Hold |
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|
2021
Q3 | $1.28M | Hold |
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|
2021
Q2 | $1.22M | Hold |
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|
2021
Q1 | $1.2M | Hold |
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|
2020
Q4 | $997K | Hold |
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|
2020
Q3 | $756K | Hold |
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|
2020
Q2 | $738K | Sell |
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|
2020
Q1 | $729K | Sell |
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|
2019
Q4 | $1.27M | Sell |
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|
2019
Q3 | $1.15M | Buy |
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|
2019
Q2 | $896K | Buy |
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|
2019
Q1 | $756K | Buy |
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|
2018
Q4 | $651K | Hold |
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|
2018
Q3 | $752K | Hold |
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|
2018
Q2 | $695K | Hold |
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|
2018
Q1 | $733K | Hold |
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|
2017
Q4 | $713K | Hold |
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|
2017
Q3 | $637K | Hold |
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|
2017
Q2 | $609K | Buy |
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|
2017
Q1 | $362K | Hold |
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|
2016
Q4 | $355K | Hold |
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|
2016
Q3 | $274K | Hold |
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|
2016
Q2 | $256K | Hold |
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|
2016
Q1 | $244K | Hold |
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|
2015
Q4 | $272K | Hold |
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|
2015
Q3 | $251K | Buy |
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|
2015
Q2 | $252K | Hold |
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|
2015
Q1 | $225K | Hold |
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|
2014
Q4 | $233K | Hold |
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|
2014
Q3 | $224K | Hold |
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|
2014
Q2 | $214K | Hold |
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|
2014
Q1 | $226K | Hold |
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|
2013
Q4 | $217K | Buy |
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