Galvin Gaustad & Stein’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.3M | Sell |
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|
2025
Q1 | $28.7M | Sell |
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|
2024
Q4 | $31.1M | Sell |
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|
2024
Q3 | $28.9M | Sell |
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|
2024
Q2 | $30.3M | Sell |
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|
2024
Q1 | $32.4M | Sell |
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|
2023
Q4 | $29.2M | Sell |
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|
2023
Q3 | $26M | Sell |
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|
2023
Q2 | $27.3M | Sell |
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|
2023
Q1 | $26.1M | Sell |
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|
2022
Q4 | $29.7M | Sell |
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|
2022
Q3 | $24.1M | Buy |
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|
2022
Q2 | $23.8M | Buy |
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|
2022
Q1 | $28.3M | Buy |
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|
2021
Q4 | $31.8M | Sell |
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|
2021
Q3 | $33M | Buy |
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|
2021
Q2 | $31.1M | Sell |
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|
2021
Q1 | $30.4M | Sell |
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|
2020
Q4 | $26M | Buy |
|