GCM
Gables Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.16M | Sell |
21,236
-963
| -4% | -$279K | 2.91% | 5 |
|
|
2025
Q1 | $5.45M | Sell |
22,199
-50
| -0.2% | -$12.3K | 2.69% | 6 |
|
|
2024
Q4 | $5.33M | Sell |
22,249
-50
| -0.2% | -$12K | 2.57% | 8 |
|
|
2024
Q3 | $4.7M | Sell |
22,299
-490
| -2% | -$103K | 2.37% | 7 |
|
|
2024
Q2 | $4.61M | Sell |
22,789
-335
| -1% | -$67.8K | 2.41% | 8 |
|
|
2024
Q1 | $4.63M | Buy |
23,124
+100
| +0.4% | +$20K | 2.55% | 6 |
|
|
2023
Q4 | $3.92M | Buy |
23,024
+20
| +0.1% | +$3.4K | 2.43% | 8 |
|
|
2023
Q3 | $3.34M | Sell |
23,004
-8
| -0% | -$1.16K | 2.32% | 8 |
|
|
2023
Q2 | $3.35M | Buy |
23,012
+175
| +0.8% | +$25.5K | 2.19% | 8 |
|
|
2023
Q1 | $2.98M | Buy |
22,837
+41
| +0.2% | +$5.34K | 2.08% | 10 |
|
|
2022
Q4 | $3.06M | Sell |
22,796
-600
| -3% | -$80.5K | 2.22% | 9 |
|
|
2022
Q3 | $2.45M | Sell |
23,396
-100
| -0.4% | -$10.5K | 1.96% | 13 |
|
|
2022
Q2 | $2.65M | Hold |
23,496
| – | – | 2% | 13 |
|
|
2022
Q1 | $3.2M | Sell |
23,496
-230
| -1% | -$31.4K | 2.01% | 11 |
|
|
2021
Q4 | $3.76M | Sell |
23,726
-100
| -0.4% | -$15.8K | 2.24% | 10 |
|
|
2021
Q3 | $3.9M | Sell |
23,826
-415
| -2% | -$67.9K | 2.55% | 7 |
|
|
2021
Q2 | $3.77M | Sell |
24,241
-5,834
| -19% | -$907K | 2.58% | 6 |
|
|
2021
Q1 | $4.58M | Sell |
30,075
-935
| -3% | -$142K | 2.51% | 6 |
|
|
2020
Q4 | $3.94M | Sell |
31,010
-900
| -3% | -$114K | 2.3% | 8 |
|
|
2020
Q3 | $3.07M | Buy |
31,910
+505
| +2% | +$48.6K | 1.98% | 16 |
|
|
2020
Q2 | $2.95M | Buy |
31,405
+113
| +0.4% | +$10.6K | 2.05% | 15 |
|
|
2020
Q1 | $2.82M | Buy |
31,292
+3,312
| +12% | +$299K | 2.32% | 10 |
|
|
2019
Q4 | $3.9M | Buy |
27,980
+1,248
| +5% | +$174K | 2.61% | 4 |
|
|
2019
Q3 | $3.15M | Buy |
26,732
+4,490
| +20% | +$529K | 2.23% | 8 |
|
|
2019
Q2 | $2.49M | Sell |
22,242
-350
| -2% | -$39.1K | 2.03% | 14 |
|
|
2019
Q1 | $2.29M | Sell |
22,592
-100
| -0.4% | -$10.1K | 1.84% | 17 |
|
|
2018
Q4 | $2.22M | Buy |
22,692
+430
| +2% | +$42K | 1.93% | 14 |
|
|
2018
Q3 | $2.51M | Sell |
22,262
-300
| -1% | -$33.9K | 1.91% | 14 |
|
|
2018
Q2 | $2.38M | Buy |
22,562
+1,375
| +6% | +$145K | 1.94% | 13 |
|
|
2018
Q1 | $2.33M | Buy |
+21,187
| New | +$2.33M | 2.06% | 12 |
|