JPMorgan Chase & Co’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Buy |
25,892
+993
| +4% | +$79.1K | ﹤0.01% | 3323 |
|
|
2025
Q1 | $1.84M | Buy |
24,899
+1,546
| +7% | +$115K | ﹤0.01% | 3321 |
|
|
2024
Q4 | $1.78M | Buy |
23,353
+2,873
| +14% | +$219K | ﹤0.01% | 3464 |
|
|
2024
Q3 | $1.56M | Buy |
20,480
+5,409
| +36% | +$411K | ﹤0.01% | 3415 |
|
|
2024
Q2 | $1.06M | Buy |
15,071
+1,825
| +14% | +$128K | ﹤0.01% | 3475 |
|
|
2024
Q1 | $965K | Buy |
13,246
+12,745
| +2,544% | +$928K | ﹤0.01% | 3597 |
|
|
2023
Q4 | $33.6K | Hold |
501
| – | – | ﹤0.01% | 5124 |
|
|
2023
Q3 | $29.9K | Sell |
501
-483
| -49% | -$28.9K | ﹤0.01% | 5054 |
|
|
2023
Q2 | $62.3K | Buy |
+984
| New | +$62.3K | ﹤0.01% | 4808 |
|
|
2020
Q1 | – | Sell |
-812
| Closed | -$43K | – | 4730 |
|
|
2019
Q4 | $43K | Buy |
+812
| New | +$43K | ﹤0.01% | 4284 |
|
|
2018
Q2 | – | Sell |
-300
| Closed | -$14K | – | 4788 |
|
|
2018
Q1 | $14K | Hold |
300
| – | – | ﹤0.01% | 4461 |
|
|
2017
Q4 | $14K | Hold |
300
| – | – | ﹤0.01% | 4448 |
|
|
2017
Q3 | $13K | Hold |
300
| – | – | ﹤0.01% | 4008 |
|
|
2017
Q2 | $13K | Hold |
300
| – | – | ﹤0.01% | 4001 |
|
|
2017
Q1 | $12K | Hold |
300
| – | – | ﹤0.01% | 4176 |
|
|
2016
Q4 | $12K | Hold |
300
| – | – | ﹤0.01% | 4232 |
|
|
2016
Q3 | $12K | Hold |
300
| – | – | ﹤0.01% | 3823 |
|
|
2016
Q2 | $11K | Hold |
300
| – | – | ﹤0.01% | 3806 |
|
|
2016
Q1 | $11K | Buy |
300
+140
| +88% | +$5.13K | ﹤0.01% | 3728 |
|
|
2015
Q4 | $6K | Buy |
+160
| New | +$6K | ﹤0.01% | 3704 |
|