Gallagher Fiduciary 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 | $2.43M | Buy |
8,380
+50
| +0.6% | +$14.5K | 0.09% | 43 |
|
|
2025
Q1 | $2.04M | Sell |
8,330
-680
| -8% | -$167K | 0.07% | 59 |
|
|
2024
Q4 | $2.16M | Buy |
9,010
+1,696
| +23% | +$407K | 0.42% | 35 |
|
|
2024
Q3 | $1.54M | Sell |
7,314
-156
| -2% | -$32.9K | 0.31% | 39 |
|
|
2024
Q2 | $1.51M | Buy |
7,470
+804
| +12% | +$163K | 0.34% | 33 |
|
|
2024
Q1 | $1.34M | Buy |
6,666
+310
| +5% | +$62.1K | 0.05% | 46 |
|
|
2023
Q4 | $1.08M | Sell |
6,356
-625
| -9% | -$106K | 0.04% | 50 |
|
|
2023
Q3 | $1.01M | Sell |
6,981
-638
| -8% | -$92.5K | 0.09% | 46 |
|
|
2023
Q2 | $1.11M | Buy |
7,619
+286
| +4% | +$41.6K | 0.08% | 55 |
|
|
2023
Q1 | $956K | Buy |
+7,333
| New | +$956K | 0.08% | 68 |
|