JAM
Jupiter Asset Management’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-239,000
| Closed | -$39.6M | – | 473 |
|
|
2025
Q1 | $39.6M | Buy |
+239,000
| New | +$39.6M | 0.38% | 91 |
|
|
2023
Q2 | – | Sell |
-20,457
| Closed | -$1.69M | – | 534 |
|
|
2023
Q1 | $1.69M | Sell |
20,457
-2,172
| -10% | -$179K | 0.02% | 308 |
|
|
2022
Q4 | $1.64M | Buy |
+22,629
| New | +$1.64M | 0.02% | 334 |
|
|
2021
Q3 | – | Sell |
-94,453
| Closed | -$6.21M | – | 594 |
|
|
2021
Q2 | $6.21M | Buy |
+94,453
| New | +$6.21M | 0.06% | 264 |
|
|
2018
Q3 | – | Sell |
-4,556
| Closed | -$293K | – | 248 |
|
|
2018
Q2 | $293K | Buy |
+4,556
| New | +$293K | 0.01% | 239 |
|