GGS
Galvin Gaustad & Stein’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.3M | Sell |
108,025
-8,775
| -8% | -$2.54M | 2.7% | 5 |
|
|
2025
Q1 | $28.7M | Sell |
116,800
-12,984
| -10% | -$3.18M | 2.56% | 4 |
|
|
2024
Q4 | $31.1M | Sell |
129,784
-7,507
| -5% | -$1.8M | 2.79% | 4 |
|
|
2024
Q3 | $28.9M | Sell |
137,291
-12,288
| -8% | -$2.59M | 2.58% | 7 |
|
|
2024
Q2 | $30.3M | Sell |
149,579
-11,980
| -7% | -$2.42M | 2.81% | 5 |
|
|
2024
Q1 | $32.4M | Sell |
161,559
-9,870
| -6% | -$1.98M | 2.98% | 4 |
|
|
2023
Q4 | $29.2M | Sell |
171,429
-7,726
| -4% | -$1.31M | 2.73% | 6 |
|
|
2023
Q3 | $26M | Sell |
179,155
-8,684
| -5% | -$1.26M | 2.63% | 6 |
|
|
2023
Q2 | $27.3M | Sell |
187,839
-12,448
| -6% | -$1.81M | 2.65% | 6 |
|
|
2023
Q1 | $26.1M | Sell |
200,287
-20,936
| -9% | -$2.73M | 2.57% | 5 |
|
|
2022
Q4 | $29.7M | Sell |
221,223
-9,379
| -4% | -$1.26M | 2.99% | 2 |
|
|
2022
Q3 | $24.1M | Buy |
230,602
+19,402
| +9% | +$2.03M | 2.55% | 4 |
|
|
2022
Q2 | $23.8M | Buy |
211,200
+3,732
| +2% | +$420K | 2.41% | 4 |
|
|
2022
Q1 | $28.3M | Buy |
207,468
+6,887
| +3% | +$939K | 2.55% | 4 |
|
|
2021
Q4 | $31.8M | Sell |
200,581
-1,074
| -0.5% | -$170K | 2.74% | 3 |
|
|
2021
Q3 | $33M | Buy |
201,655
+1,892
| +0.9% | +$310K | 3.19% | 1 |
|
|
2021
Q2 | $31.1M | Sell |
199,763
-121
| -0.1% | -$18.8K | 2.96% | 2 |
|
|
2021
Q1 | $30.4M | Sell |
199,884
-4,634
| -2% | -$705K | 3.06% | 1 |
|
|
2020
Q4 | $26M | Buy |
+204,518
| New | +$26M | 2.73% | 1 |
|