JPMorgan Chase & Co’s IES Holdings IESC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.42M | Sell |
28,414
-608
| -2% | -$180K | ﹤0.01% | 2338 |
|
|
2025
Q1 | $4.79M | Sell |
29,022
-7,737
| -21% | -$1.28M | ﹤0.01% | 2697 |
|
|
2024
Q4 | $7.39M | Sell |
36,759
-4,723
| -11% | -$949K | ﹤0.01% | 2482 |
|
|
2024
Q3 | $8.28M | Buy |
41,482
+1,027
| +3% | +$205K | ﹤0.01% | 2277 |
|
|
2024
Q2 | $5.64M | Sell |
40,455
-31,040
| -43% | -$4.32M | ﹤0.01% | 2458 |
|
|
2024
Q1 | $8.7M | Buy |
71,495
+23,463
| +49% | +$2.85M | ﹤0.01% | 2205 |
|
|
2023
Q4 | $3.81M | Buy |
48,032
+5,890
| +14% | +$467K | ﹤0.01% | 2731 |
|
|
2023
Q3 | $2.78M | Sell |
42,142
-3,474
| -8% | -$229K | ﹤0.01% | 2798 |
|
|
2023
Q2 | $2.59M | Buy |
45,616
+38,821
| +571% | +$2.21M | ﹤0.01% | 2887 |
|
|
2023
Q1 | $293K | Buy |
6,795
+1,584
| +30% | +$68.3K | ﹤0.01% | 4106 |
|
|
2022
Q4 | $186K | Buy |
5,211
+351
| +7% | +$12.5K | ﹤0.01% | 4239 |
|
|
2022
Q3 | $134K | Buy |
4,860
+38
| +0.8% | +$1.05K | ﹤0.01% | 4346 |
|
|
2022
Q2 | $145K | Sell |
4,822
-1,782
| -27% | -$53.6K | ﹤0.01% | 4466 |
|
|
2022
Q1 | $266K | Sell |
6,604
-19,093
| -74% | -$769K | ﹤0.01% | 4301 |
|
|
2021
Q4 | $1.3M | Buy |
25,697
+6,461
| +34% | +$327K | ﹤0.01% | 3514 |
|
|
2021
Q3 | $879K | Buy |
19,236
+3,929
| +26% | +$180K | ﹤0.01% | 3688 |
|
|
2021
Q2 | $786K | Sell |
15,307
-10,808
| -41% | -$555K | ﹤0.01% | 3759 |
|
|
2021
Q1 | $1.32M | Sell |
26,115
-1,526
| -6% | -$77K | ﹤0.01% | 3478 |
|
|
2020
Q4 | $1.27M | Buy |
27,641
+21,090
| +322% | +$971K | ﹤0.01% | 3239 |
|
|
2020
Q3 | $206K | Sell |
6,551
-1,764
| -21% | -$55.5K | ﹤0.01% | 3722 |
|
|
2020
Q2 | $193K | Sell |
8,315
-5,332
| -39% | -$124K | ﹤0.01% | 3684 |
|
|
2020
Q1 | $240K | Buy |
13,647
+1,192
| +10% | +$21K | ﹤0.01% | 3641 |
|
|
2019
Q4 | $319K | Sell |
12,455
-330
| -3% | -$8.45K | ﹤0.01% | 3641 |
|
|
2019
Q3 | $264K | Sell |
12,785
-3,995
| -24% | -$82.5K | ﹤0.01% | 3622 |
|
|
2019
Q2 | $309K | Sell |
16,780
-68
| -0.4% | -$1.25K | ﹤0.01% | 3584 |
|
|
2019
Q1 | $299K | Buy |
16,848
+7,168
| +74% | +$127K | ﹤0.01% | 3596 |
|
|
2018
Q4 | $150K | Buy |
9,680
+7,667
| +381% | +$119K | ﹤0.01% | 3898 |
|
|
2018
Q3 | $40K | Buy |
2,013
+241
| +14% | +$4.79K | ﹤0.01% | 4434 |
|
|
2018
Q2 | $29K | Buy |
1,772
+27
| +2% | +$442 | ﹤0.01% | 4465 |
|
|
2018
Q1 | $26K | Sell |
1,745
-131
| -7% | -$1.95K | ﹤0.01% | 4344 |
|
|
2017
Q4 | $32K | Buy |
+1,876
| New | +$32K | ﹤0.01% | 4274 |
|
|
2017
Q3 | – | Sell |
-4,376
| Closed | -$79K | – | 4342 |
|
|
2017
Q2 | $79K | Sell |
4,376
-11,404
| -72% | -$206K | ﹤0.01% | 3637 |
|
|
2017
Q1 | $286K | Sell |
15,780
-13,259
| -46% | -$240K | ﹤0.01% | 3362 |
|
|
2016
Q4 | $556K | Buy |
29,039
+8,287
| +40% | +$159K | ﹤0.01% | 3227 |
|
|
2016
Q3 | $369K | Sell |
20,752
-6,240
| -23% | -$111K | ﹤0.01% | 3086 |
|
|
2016
Q2 | $335K | Sell |
26,992
-23,610
| -47% | -$293K | ﹤0.01% | 3100 |
|
|
2016
Q1 | $743K | Buy |
50,602
+11,130
| +28% | +$163K | ﹤0.01% | 2781 |
|
|
2015
Q4 | $437K | Sell |
39,472
-6,240
| -14% | -$69.1K | ﹤0.01% | 2947 |
|
|
2015
Q3 | $353K | Sell |
45,712
-4,160
| -8% | -$32.1K | ﹤0.01% | 3048 |
|
|
2015
Q2 | $354K | Sell |
49,872
-4,160
| -8% | -$29.5K | ﹤0.01% | 3169 |
|
|
2015
Q1 | $475K | Sell |
54,032
-4,160
| -7% | -$36.6K | ﹤0.01% | 3105 |
|
|
2014
Q4 | $446K | Sell |
58,192
-4,160
| -7% | -$31.9K | ﹤0.01% | 3061 |
|
|
2014
Q3 | $514K | Sell |
62,352
-6,240
| -9% | -$51.4K | ﹤0.01% | 3000 |
|
|
2014
Q2 | $458K | Sell |
68,592
-4,160
| -6% | -$27.8K | ﹤0.01% | 3073 |
|
|
2014
Q1 | $452K | Sell |
72,752
-2,080
| -3% | -$12.9K | ﹤0.01% | 3098 |
|
|
2013
Q4 | $403K | Hold |
74,832
| – | – | ﹤0.01% | 3279 |
|
|
2013
Q3 | $304K | Buy |
+74,832
| New | +$304K | ﹤0.01% | 3522 |
|