Annis Gardner Whiting Capital Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.28M | Buy |
14,750
+798
| +6% | +$231K | 1.48% | 8 |
|
|
2025
Q1 | $3.42M | Sell |
13,952
-417
| -3% | -$102K | 1.45% | 10 |
|
|
2024
Q4 | $3.44M | Sell |
14,369
-277
| -2% | -$66.4K | 0.96% | 14 |
|
|
2024
Q3 | $3.09M | Sell |
14,646
-886
| -6% | -$187K | 0.87% | 14 |
|
|
2024
Q2 | $3.14M | Buy |
15,532
+9,452
| +155% | +$1.91M | 0.89% | 15 |
|
|
2024
Q1 | $1.22M | Buy |
6,080
+913
| +18% | +$183K | 0.44% | 32 |
|
|
2023
Q4 | $879K | Buy |
5,167
+500
| +11% | +$85K | 0.39% | 45 |
|
|
2023
Q3 | $677K | Buy |
+4,667
| New | +$677K | 0.36% | 47 |
|