FGAM
Financial Gravity Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $70.9K | Buy |
+289
| New | +$70.9K | 0.02% | 261 |
|
|
2024
Q2 | $5.46K | Sell |
27
-149
| -85% | -$30.1K | ﹤0.01% | 581 |
|
|
2024
Q1 | $34.7K | Sell |
176
-412
| -70% | -$81.3K | ﹤0.01% | 439 |
|
|
2023
Q4 | $5.07M | Buy |
588
+48
| +9% | +$414K | 0.05% | 115 |
|
|
2023
Q3 | $5.06M | Buy |
540
+368
| +214% | +$3.45M | 0.06% | 110 |
|
|
2023
Q2 | $20.8K | Buy |
172
+42
| +32% | +$5.07K | 0.06% | 146 |
|
|
2023
Q1 | $6.25K | Sell |
130
-4
| -3% | -$192 | 0.19% | 114 |
|
|
2022
Q4 | $11.9K | Sell |
134
-2,281
| -94% | -$202K | 0.06% | 206 |
|
|
2022
Q3 | $5.17K | Sell |
2,415
-410
| -15% | -$878 | 0.17% | 108 |
|
|
2022
Q2 | $5.74K | Sell |
2,825
-610
| -18% | -$1.24K | 0.18% | 111 |
|
|
2022
Q1 | $6.26K | Sell |
3,435
-1,937
| -36% | -$3.53K | 0.18% | 122 |
|
|
2021
Q4 | $10.9K | Buy |
5,372
+5,301
| +7,466% | +$10.8K | 0.25% | 106 |
|
|
2021
Q3 | $164K | Hold |
71
| – | – | 0.08% | 230 |
|
|
2021
Q2 | $156K | Sell |
71
-6
| -8% | -$13.2K | 0.06% | 237 |
|
|
2021
Q1 | $11.7K | Buy |
77
+22
| +40% | +$3.33K | 0.24% | 56 |
|
|
2020
Q4 | $7K | Buy |
+55
| New | +$7K | 0.01% | 207 |
|
|
2020
Q2 | – | Sell |
-251
| Closed | -$16.5K | – | 466 |
|
|
2020
Q1 | $16.5K | Sell |
251
-22
| -8% | -$1.44K | 0.05% | 142 |
|
|
2019
Q4 | $151K | Sell |
273
-376
| -58% | -$208K | 0.1% | 179 |
|
|
2019
Q3 | $76K | Sell |
649
-297
| -31% | -$34.8K | 0.07% | 245 |
|
|
2019
Q2 | $106K | Buy |
946
+445
| +89% | +$49.9K | 0.09% | 223 |
|
|
2019
Q1 | $52K | Buy |
+501
| New | +$52K | 0.04% | 308 |
|
|
2018
Q3 | $90K | Sell |
850
-603
| -42% | -$63.8K | 0.09% | 223 |
|
|
2018
Q2 | $167K | Buy |
1,453
+59
| +4% | +$6.78K | 0.16% | 151 |
|
|
2018
Q1 | $150K | Buy |
+1,394
| New | +$150K | 0.15% | 140 |
|