JPMorgan Chase & Co’s InnovAge Holding INNV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.8K | Sell |
12,688
-16,530
| -57% | -$61K | ﹤0.01% | 5120 |
|
|
2025
Q1 | $87.1K | Sell |
29,218
-30,925
| -51% | -$92.2K | ﹤0.01% | 4805 |
|
|
2024
Q4 | $236K | Buy |
60,143
+35,456
| +144% | +$139K | ﹤0.01% | 4471 |
|
|
2024
Q3 | $148K | Buy |
24,687
+16,217
| +191% | +$97.3K | ﹤0.01% | 4572 |
|
|
2024
Q2 | $42K | Sell |
8,470
-12,594
| -60% | -$62.5K | ﹤0.01% | 4960 |
|
|
2024
Q1 | $93.5K | Buy |
21,064
+8,801
| +72% | +$39.1K | ﹤0.01% | 4758 |
|
|
2023
Q4 | $73.6K | Hold |
12,263
| – | – | ﹤0.01% | 4886 |
|
|
2023
Q3 | $73.5K | Sell |
12,263
-2,814
| -19% | -$16.9K | ﹤0.01% | 4770 |
|
|
2023
Q2 | $113K | Buy |
15,077
+424
| +3% | +$3.18K | ﹤0.01% | 4587 |
|
|
2023
Q1 | $117K | Buy |
14,653
+3,826
| +35% | +$30.6K | ﹤0.01% | 4580 |
|
|
2022
Q4 | $78K | Buy |
10,827
+517
| +5% | +$3.73K | ﹤0.01% | 4577 |
|
|
2022
Q3 | $61K | Buy |
10,310
+83
| +0.8% | +$491 | ﹤0.01% | 4636 |
|
|
2022
Q2 | $45K | Buy |
10,227
+1,630
| +19% | +$7.17K | ﹤0.01% | 4875 |
|
|
2022
Q1 | $55K | Sell |
8,597
-21,217
| -71% | -$136K | ﹤0.01% | 4984 |
|
|
2021
Q4 | $149K | Buy |
29,814
+14,808
| +99% | +$74K | ﹤0.01% | 4667 |
|
|
2021
Q3 | $99K | Sell |
15,006
-3,571
| -19% | -$23.6K | ﹤0.01% | 4721 |
|
|
2021
Q2 | $396K | Buy |
18,577
+18,012
| +3,188% | +$384K | ﹤0.01% | 4124 |
|
|
2021
Q1 | $15K | Buy |
+565
| New | +$15K | ﹤0.01% | 4980 |
|