JP Morgan Chase’s IES Holdings IESC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.69M | Buy |
21,936
+1,733
| +9% | +$795K | ﹤0.01% | 2703 |
|
|
2025
Q4 | $7.86M | Sell |
20,203
-5,294
| -21% | -$2.13M | ﹤0.01% | 2915 |
|
|
2025
Q3 | $10.1M | Sell |
25,497
-2,917
| -10% | -$1M | ﹤0.01% | 2702 |
|
|
2025
Q2 | $8.42M | Sell |
28,414
-608
| -2% | -$143K | ﹤0.01% | 2704 |
|
|
2025
Q1 | $4.79M | Sell |
29,022
-7,737
| -21% | -$1.61M | ﹤0.01% | 3196 |
|
|
2024
Q4 | $7.39M | Sell |
36,759
-4,723
| -11% | -$1.14M | ﹤0.01% | 3001 |
|
|
2024
Q3 | $8.28M | Buy |
41,482
+1,027
| +3% | +$167K | ﹤0.01% | 2764 |
|
|
2024
Q2 | $5.64M | Sell |
40,455
-31,040
| -43% | -$4.36M | ﹤0.01% | 2944 |
|
|
2024
Q1 | $8.7M | Buy |
71,495
+23,463
| +49% | +$2.25M | ﹤0.01% | 2610 |
|
|
2023
Q4 | $3.81M | Buy |
48,032
+5,890
| +14% | +$411K | ﹤0.01% | 3322 |
|
|
2023
Q3 | $2.78M | Sell |
42,142
-3,474
| -8% | -$226K | ﹤0.01% | 3293 |
|
|
2023
Q2 | $2.59M | Buy |
45,616
+38,821
| +571% | +$1.86M | ﹤0.01% | 3344 |
|
|
2023
Q1 | $293K | Buy |
6,795
+1,584
| +30% | +$65K | ﹤0.01% | 4821 |
|
|
2022
Q4 | $186K | Buy |
5,211
+351
| +7% | +$11.4K | ﹤0.01% | 5073 |
|
|
2022
Q3 | $134K | Buy |
4,860
+38
| +0.8% | +$1.17K | ﹤0.01% | 5152 |
|
|
2022
Q2 | $145K | Sell |
4,822
-1,782
| -27% | -$57.3K | ﹤0.01% | 5233 |
|
|
2022
Q1 | $266K | Sell |
6,604
-19,093
| -74% | -$861K | ﹤0.01% | 5036 |
|
|
2021
Q4 | $1.3M | Buy |
25,697
+6,461
| +34% | +$324K | ﹤0.01% | 4195 |
|
|
2021
Q3 | $879K | Buy |
19,236
+3,929
| +26% | +$191K | ﹤0.01% | 4410 |
|
|
2021
Q2 | $786K | Sell |
15,307
-10,808
| -41% | -$560K | ﹤0.01% | 4433 |
|
|
2021
Q1 | $1.32M | Sell |
26,115
-1,526
| -6% | -$73.4K | ﹤0.01% | 4014 |
|
|
2020
Q4 | $1.27M | Buy |
27,641
+21,090
| +322% | +$825K | ﹤0.01% | 3801 |
|
|
2020
Q3 | $206K | Sell |
6,551
-1,764
| -21% | -$48.3K | ﹤0.01% | 4347 |
|
|
2020
Q2 | $193K | Sell |
8,315
-5,332
| -39% | -$112K | ﹤0.01% | 4279 |
|
|
2020
Q1 | $240K | Buy |
13,647
+1,192
| +10% | +$27.8K | ﹤0.01% | 4199 |
|
|
2019
Q4 | $319K | Sell |
12,455
-330
| -3% | -$7.14K | ﹤0.01% | 4479 |
|
|
2019
Q3 | $264K | Sell |
12,785
-3,995
| -24% | -$76K | ﹤0.01% | 4494 |
|
|
2019
Q2 | $309K | Sell |
16,780
-68
| -0.4% | -$1.23K | ﹤0.01% | 4470 |
|
|
2019
Q1 | $299K | Buy |
16,848
+7,168
| +74% | +$127K | ﹤0.01% | 4450 |
|
|
2018
Q4 | $150K | Buy |
9,680
+7,667
| +381% | +$133K | ﹤0.01% | 4692 |
|
|
2018
Q3 | $40K | Buy |
2,013
+241
| +14% | +$4.47K | ﹤0.01% | 5277 |
|
|
2018
Q2 | $29K | Buy |
1,772
+27
| +2% | +$462 | ﹤0.01% | 5235 |
|
|
2018
Q1 | $26K | Sell |
1,745
-131
| -7% | -$2.16K | ﹤0.01% | 5011 |
|
|
2017
Q4 | $32K | Buy |
+1,876
| New | +$33.8K | ﹤0.01% | 5041 |
|
|
2017
Q3 | – | Sell |
-4,376
| Closed | -$79K | – | 5056 |
|
|
2017
Q2 | $79K | Sell |
4,376
-11,404
| -72% | -$197K | ﹤0.01% | 4239 |
|
|
2017
Q1 | $286K | Sell |
15,780
-13,259
| -46% | -$255K | ﹤0.01% | 3939 |
|
|
2016
Q4 | $556K | Buy |
29,039
+8,287
| +40% | +$148K | ﹤0.01% | 3710 |
|
|
2016
Q3 | $369K | Sell |
20,752
-6,240
| -23% | -$95.9K | ﹤0.01% | 3505 |
|
|
2016
Q2 | $335K | Sell |
26,992
-23,610
| -47% | -$322K | ﹤0.01% | 3574 |
|
|
2016
Q1 | $743K | Buy |
50,602
+11,130
| +28% | +$137K | ﹤0.01% | 3188 |
|
|
2015
Q4 | $437K | Sell |
39,472
-6,240
| -14% | -$50.2K | ﹤0.01% | 3436 |
|
|
2015
Q3 | $353K | Sell |
45,712
-4,160
| -8% | -$29.6K | ﹤0.01% | 3543 |
|
|
2015
Q2 | $354K | Sell |
49,872
-4,160
| -8% | -$33.3K | ﹤0.01% | 3671 |
|
|
2015
Q1 | $475K | Sell |
54,032
-4,160
| -7% | -$32.2K | ﹤0.01% | 3550 |
|
|
2014
Q4 | $446K | Sell |
58,192
-4,160
| -7% | -$32.1K | ﹤0.01% | 3717 |
|
|
2014
Q3 | $514K | Sell |
62,352
-6,240
| -9% | -$44.3K | ﹤0.01% | 3652 |
|
|
2014
Q2 | $458K | Sell |
68,592
-4,160
| -6% | -$26.5K | ﹤0.01% | 3149 |
|
|
2014
Q1 | $452K | Sell |
72,752
-2,080
| -3% | -$12.6K | ﹤0.01% | 3169 |
|
|
2013
Q4 | $403K | Hold |
74,832
| – | – | ﹤0.01% | 3575 |
|
|
2013
Q3 | $304K | Buy |
+74,832
| New | +$342K | ﹤0.01% | 3868 |
|
Other funds holding IESC
GJL
VCM
VPM
PP
