Ironwood Investment Management’s JPMorgan Chase JPM Stock Holding History

Ironwood Investment Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$914K	Hold	3,154	–	–	0.44%	74
2025 Q1	$774K	Sell	3,154 -800	-20%	-$196K	0.42%	78
2024 Q4	$948K	Hold	3,954	–	–	0.47%	71
2024 Q3	$834K	Hold	3,954	–	–	0.41%	81
2024 Q2	$800K	Sell	3,954 -5,800	-59%	-$1.17M	0.43%	77
2024 Q1	$1.95M	Buy	9,754 +2,416	+33%	+$484K	0.95%	30
2023 Q4	$1.25M	Hold	7,338	–	–	0.66%	42
2023 Q3	$1.06M	Hold	7,338	–	–	0.65%	49
2023 Q2	$1.07M	Hold	7,338	–	–	0.61%	51
2023 Q1	$956K	Hold	7,338	–	–	0.6%	57
2022 Q4	$984K	Sell	7,338 -510	-6%	-$68.4K	0.65%	56
2022 Q3	$820K	Hold	7,848	–	–	0.57%	63
2022 Q2	$884K	Hold	7,848	–	–	0.59%	59
2022 Q1	$1.07M	Hold	7,848	–	–	0.58%	59
2021 Q4	$1.24M	Hold	7,848	–	–	0.61%	52
2021 Q3	$1.29M	Hold	7,848	–	–	0.67%	46
2021 Q2	$1.22M	Hold	7,848	–	–	0.62%	57
2021 Q1	$1.2M	Hold	7,848	–	–	0.63%	51
2020 Q4	$997K	Hold	7,848	–	–	0.58%	56
2020 Q3	$756K	Hold	7,848	–	–	0.54%	73
2020 Q2	$738K	Sell	7,848 -250	-3%	-$23.5K	0.57%	65
2020 Q1	$729K	Sell	8,098 -1,000	-11%	-$90K	0.73%	43
2019 Q4	$1.27M	Sell	9,098 -657	-7%	-$91.6K	0.88%	33
2019 Q3	$1.15M	Buy	9,755 +1,737	+22%	+$204K	0.86%	33
2019 Q2	$896K	Buy	8,018 +550	+7%	+$61.5K	0.7%	47
2019 Q1	$756K	Buy	7,468 +800	+12%	+$81K	0.61%	58
2018 Q4	$651K	Hold	6,668	–	–	0.6%	55
2018 Q3	$752K	Hold	6,668	–	–	0.53%	69
2018 Q2	$695K	Hold	6,668	–	–	0.49%	76
2018 Q1	$733K	Hold	6,668	–	–	0.54%	69
2017 Q4	$713K	Hold	6,668	–	–	0.51%	72
2017 Q3	$637K	Hold	6,668	–	–	0.45%	86
2017 Q2	$609K	Buy	6,668 +2,550	+62%	+$233K	0.44%	90
2017 Q1	$362K	Hold	4,118	–	–	0.27%	121
2016 Q4	$355K	Hold	4,118	–	–	0.26%	124
2016 Q3	$274K	Hold	4,118	–	–	0.21%	142
2016 Q2	$256K	Hold	4,118	–	–	0.19%	136
2016 Q1	$244K	Hold	4,118	–	–	0.16%	143
2015 Q4	$272K	Hold	4,118	–	–	0.11%	136
2015 Q3	$251K	Buy	4,118 +400	+11%	+$24.4K	0.09%	140
2015 Q2	$252K	Hold	3,718	–	–	0.06%	141
2015 Q1	$225K	Hold	3,718	–	–	0.04%	153
2014 Q4	$233K	Hold	3,718	–	–	0.04%	153
2014 Q3	$224K	Hold	3,718	–	–	0.04%	155
2014 Q2	$214K	Hold	3,718	–	–	0.03%	160
2014 Q1	$226K	Hold	3,718	–	–	0.03%	151
2013 Q4	$217K	Buy	+3,718	New	+$217K	0.03%	155