JP Morgan Chase’s Independence Holding Company IHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,960
| Closed | -$394K | – | 7366 |
|
|
2021
Q4 | $394K | Buy |
6,960
+2,951
| +74% | +$157K | ﹤0.01% | 4983 |
|
|
2021
Q3 | $200K | Sell |
4,009
-5,181
| -56% | -$238K | ﹤0.01% | 5233 |
|
|
2021
Q2 | $426K | Sell |
9,190
-9,510
| -51% | -$422K | ﹤0.01% | 4794 |
|
|
2021
Q1 | $745K | Sell |
18,700
-449
| -2% | -$18.3K | ﹤0.01% | 4428 |
|
|
2020
Q4 | $785K | Buy |
19,149
+9,209
| +93% | +$368K | ﹤0.01% | 4103 |
|
|
2020
Q3 | $377K | Sell |
9,940
-1,475
| -13% | -$51.1K | ﹤0.01% | 4109 |
|
|
2020
Q2 | $350K | Sell |
11,415
-5,704
| -33% | -$159K | ﹤0.01% | 4012 |
|
|
2020
Q1 | $438K | Buy |
17,119
+1,154
| +7% | +$43.1K | ﹤0.01% | 3880 |
|
|
2019
Q4 | $672K | Buy |
15,965
+13,095
| +456% | +$526K | ﹤0.01% | 4090 |
|
|
2019
Q3 | $111K | Buy |
2,870
+1,506
| +110% | +$57K | ﹤0.01% | 4864 |
|
|
2019
Q2 | $52K | Buy |
1,364
+54
| +4% | +$2K | ﹤0.01% | 5153 |
|
|
2019
Q1 | $46K | Buy |
1,310
+118
| +10% | +$4.38K | ﹤0.01% | 5177 |
|
|
2018
Q4 | $42K | Sell |
1,192
-898
| -43% | -$33.3K | ﹤0.01% | 5144 |
|
|
2018
Q3 | $75K | Buy |
2,090
+918
| +78% | +$32.4K | ﹤0.01% | 5056 |
|
|
2018
Q2 | $39K | Sell |
1,172
-39
| -3% | -$1.41K | ﹤0.01% | 5165 |
|
|
2018
Q1 | $43K | Sell |
1,211
-90
| -7% | -$2.64K | ﹤0.01% | 4874 |
|
|
2017
Q4 | $36K | Buy |
+1,301
| New | +$36.2K | ﹤0.01% | 5005 |
|
|
2017
Q3 | – | Sell |
-683
| Closed | -$14K | – | 5423 |
|
|
2017
Q2 | $14K | Sell |
683
-11,632
| -94% | -$222K | ﹤0.01% | 4607 |
|
|
2017
Q1 | $229K | Sell |
12,315
-8,919
| -42% | -$168K | ﹤0.01% | 4021 |
|
|
2016
Q4 | $415K | Buy |
21,234
+11,924
| +128% | +$224K | ﹤0.01% | 3867 |
|
|
2016
Q3 | $160K | Sell |
9,310
-1,094
| -11% | -$19.1K | ﹤0.01% | 3754 |
|
|
2016
Q2 | $187K | Buy |
10,404
+9,270
| +817% | +$152K | ﹤0.01% | 3740 |
|
|
2016
Q1 | $18K | Buy |
1,134
+756
| +200% | +$11.7K | ﹤0.01% | 4119 |
|
|
2015
Q4 | $5K | Buy |
+378
| New | +$5.34K | ﹤0.01% | 4376 |
|
Other funds holding IHC
JP Morgan Chase's IHC Position: Q1 2022 in Review
JP Morgan Chase sold out of Independence Holding Company (IHC) in Q1 2022, closing a stake of 6,960 shares — an estimated $394K sold.
JP Morgan Chase first reported a position in IHC in Q4 2015 and held it in 24 quarters. The position peaked at $785K in Q4 2020. 2 funds tracked by Wall St. Rank hold IHC as of Q1 2022.
- JP Morgan Chase reported no remaining Independence Holding Company position as of Q1 2022 after selling out during the quarter.
- JP Morgan Chase sold 6,960 Independence Holding Company shares in Q1 2022, an estimated $394K.
- JP Morgan Chase first reported a position in Independence Holding Company in Q4 2015 and held it in 24 quarters.
- JP Morgan Chase's Independence Holding Company position peaked at $785K in Q4 2020.
- 2 funds tracked by Wall St. Rank held Independence Holding Company as of Q1 2022.
Based on JP Morgan Chase's 13F filing for Q1 2022, filed 11 May 2022.