JPMorgan Chase & Co’s i3 Verticals IIIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Buy |
12,383
+1,266
| +11% | +$34.8K | ﹤0.01% | 4226 |
|
|
2025
Q1 | $274K | Sell |
11,117
-4,760
| -30% | -$117K | ﹤0.01% | 4312 |
|
|
2024
Q4 | $366K | Buy |
15,877
+6,035
| +61% | +$139K | ﹤0.01% | 4286 |
|
|
2024
Q3 | $210K | Buy |
9,842
+44
| +0.4% | +$938 | ﹤0.01% | 4442 |
|
|
2024
Q2 | $216K | Sell |
9,798
-3,627
| -27% | -$80.1K | ﹤0.01% | 4239 |
|
|
2024
Q1 | $307K | Sell |
13,425
-1,638
| -11% | -$37.5K | ﹤0.01% | 4222 |
|
|
2023
Q4 | $319K | Sell |
15,063
-376
| -2% | -$7.96K | ﹤0.01% | 4149 |
|
|
2023
Q3 | $326K | Sell |
15,439
-2,425
| -14% | -$51.3K | ﹤0.01% | 3948 |
|
|
2023
Q2 | $408K | Sell |
17,864
-555
| -3% | -$12.7K | ﹤0.01% | 3871 |
|
|
2023
Q1 | $452K | Buy |
18,419
+5,409
| +42% | +$133K | ﹤0.01% | 3890 |
|
|
2022
Q4 | $317K | Buy |
13,010
+530
| +4% | +$12.9K | ﹤0.01% | 3988 |
|
|
2022
Q3 | $250K | Sell |
12,480
-5,385
| -30% | -$108K | ﹤0.01% | 4072 |
|
|
2022
Q2 | $447K | Sell |
17,865
-483
| -3% | -$12.1K | ﹤0.01% | 3942 |
|
|
2022
Q1 | $510K | Sell |
18,348
-18,370
| -50% | -$511K | ﹤0.01% | 3980 |
|
|
2021
Q4 | $837K | Sell |
36,718
-1,870,534
| -98% | -$42.6M | ﹤0.01% | 3786 |
|
|
2021
Q3 | $46.2M | Sell |
1,907,252
-71,517
| -4% | -$1.73M | 0.01% | 1116 |
|
|
2021
Q2 | $59.8M | Buy |
1,978,769
+28,679
| +1% | +$867K | 0.01% | 1045 |
|
|
2021
Q1 | $60.7M | Sell |
1,950,090
-10,929
| -0.6% | -$340K | 0.01% | 1003 |
|
|
2020
Q4 | $65.1M | Buy |
1,961,019
+757,319
| +63% | +$25.1M | 0.01% | 879 |
|
|
2020
Q3 | $30.1M | Buy |
1,203,700
+10,397
| +0.9% | +$260K | 0.01% | 1105 |
|
|
2020
Q2 | $36.1M | Buy |
1,193,303
+409,617
| +52% | +$12.4M | 0.01% | 952 |
|
|
2020
Q1 | $15M | Buy |
783,686
+770,711
| +5,940% | +$14.7M | ﹤0.01% | 1307 |
|
|
2019
Q4 | $367K | Buy |
12,975
+28
| +0.2% | +$792 | ﹤0.01% | 3565 |
|
|
2019
Q3 | $260K | Buy |
12,947
+2,211
| +21% | +$44.4K | ﹤0.01% | 3636 |
|
|
2019
Q2 | $312K | Buy |
10,736
+8,513
| +383% | +$247K | ﹤0.01% | 3575 |
|
|
2019
Q1 | $53K | Buy |
2,223
+251
| +13% | +$5.98K | ﹤0.01% | 4211 |
|
|
2018
Q4 | $48K | Buy |
1,972
+184
| +10% | +$4.48K | ﹤0.01% | 4276 |
|
|
2018
Q3 | $41K | Buy |
+1,788
| New | +$41K | ﹤0.01% | 4422 |
|