GC
Garde Capital’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
4,992
-35
| -0.7% | -$10.1K | 0.08% | 88 |
|
|
2025
Q1 | $1.23M | Sell |
5,027
-1
| -0% | -$245 | 0.07% | 94 |
|
|
2024
Q4 | $1.21M | Buy |
5,028
+1,402
| +39% | +$336K | 0.08% | 91 |
|
|
2024
Q3 | $764K | Sell |
3,626
-103
| -3% | -$21.7K | 0.05% | 113 |
|
|
2024
Q2 | $754K | Sell |
3,729
-274
| -7% | -$55.4K | 0.05% | 114 |
|
|
2024
Q1 | $801K | Sell |
4,003
-528
| -12% | -$106K | 0.06% | 111 |
|
|
2023
Q4 | $771K | Sell |
4,531
-124
| -3% | -$21.1K | 0.06% | 112 |
|
|
2023
Q3 | $675K | Sell |
4,655
-2,496
| -35% | -$362K | 0.06% | 113 |
|
|
2023
Q2 | $1.04M | Buy |
7,151
+3,500
| +96% | +$509K | 0.09% | 91 |
|
|
2023
Q1 | $476K | Sell |
3,651
-188
| -5% | -$24.5K | 0.05% | 121 |
|
|
2022
Q4 | $515K | Sell |
3,839
-1,646
| -30% | -$221K | 0.06% | 117 |
|
|
2022
Q3 | $573K | Buy |
5,485
+1,802
| +49% | +$188K | 0.07% | 101 |
|
|
2022
Q2 | $415K | Sell |
3,683
-1,130
| -23% | -$127K | 0.05% | 128 |
|
|
2022
Q1 | $656K | Sell |
4,813
-28
| -0.6% | -$3.82K | 0.07% | 112 |
|
|
2021
Q4 | $767K | Buy |
4,841
+32
| +0.7% | +$5.07K | 0.08% | 104 |
|
|
2021
Q3 | $787K | Buy |
4,809
+278
| +6% | +$45.5K | 0.08% | 97 |
|
|
2021
Q2 | $705K | Buy |
4,531
+250
| +6% | +$38.9K | 0.07% | 102 |
|
|
2021
Q1 | $652K | Buy |
4,281
+340
| +9% | +$51.8K | 0.08% | 104 |
|
|
2020
Q4 | $500K | Sell |
3,941
-127
| -3% | -$16.1K | 0.06% | 113 |
|
|
2020
Q3 | $392K | Buy |
4,068
+1,940
| +91% | +$187K | 0.06% | 114 |
|
|
2020
Q2 | $200K | Buy |
+2,128
| New | +$200K | 0.03% | 142 |
|
|
2019
Q3 | – | Sell |
-2,000
| Closed | -$224K | – | 144 |
|
|
2019
Q2 | $224K | Buy |
+2,000
| New | +$224K | 0.04% | 130 |
|
|
2019
Q1 | – | Sell |
-17,208
| Closed | -$1.68M | – | 155 |
|
|
2018
Q4 | $1.68M | Buy |
17,208
+95
| +0.6% | +$9.28K | 0.3% | 47 |
|
|
2018
Q3 | $1.88M | Buy |
17,113
+195
| +1% | +$21.5K | 0.32% | 42 |
|
|
2018
Q2 | $1.76M | Buy |
16,918
+150
| +0.9% | +$15.6K | 0.31% | 44 |
|
|
2018
Q1 | $1.84M | Sell |
16,768
-29
| -0.2% | -$3.19K | 0.33% | 42 |
|
|
2017
Q4 | $1.8M | Sell |
16,797
-216
| -1% | -$23.1K | 0.34% | 41 |
|
|
2017
Q3 | $1.63M | Buy |
+17,013
| New | +$1.63M | 0.32% | 40 |
|
|
2016
Q4 | – | Sell |
-17,324
| Closed | -$1.06M | – | 142 |
|
|
2016
Q3 | $1.06M | Buy |
+17,324
| New | +$1.06M | 0.34% | 55 |
|
|
2015
Q4 | – | Sell |
-17,324
| Closed | -$1.06M | – | 132 |
|
|
2015
Q3 | $1.06M | Sell |
17,324
-3,064
| -15% | -$187K | 0.34% | 55 |
|
|
2015
Q2 | $1.38M | Sell |
20,388
-172
| -0.8% | -$11.7K | 0.41% | 49 |
|
|
2015
Q1 | $1.25M | Buy |
20,560
+3,618
| +21% | +$219K | 0.38% | 53 |
|
|
2014
Q4 | $1.06M | Buy |
+16,942
| New | +$1.06M | 0.33% | 60 |
|