Garden State Investment Advisory Services’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 | $1.55M | Buy |
5,344
+706
| +15% | +$205K | 0.39% | 56 |
|
|
2025
Q1 | $1.13M | Buy |
4,638
+330
| +8% | +$80.5K | 0.36% | 65 |
|
|
2024
Q4 | $1.04M | Buy |
4,308
+119
| +3% | +$28.6K | 0.31% | 62 |
|
|
2024
Q3 | $887K | Buy |
4,189
+96
| +2% | +$20.3K | 0.28% | 74 |
|
|
2024
Q2 | $830K | Buy |
4,093
+191
| +5% | +$38.7K | 0.29% | 71 |
|
|
2024
Q1 | $781K | Sell |
3,902
-82
| -2% | -$16.4K | 0.29% | 78 |
|
|
2023
Q4 | $678K | Sell |
3,984
-27
| -0.7% | -$4.59K | 0.27% | 84 |
|
|
2023
Q3 | $582K | Buy |
4,011
+105
| +3% | +$15.2K | 0.27% | 81 |
|
|
2023
Q2 | $569K | Buy |
3,906
+313
| +9% | +$45.6K | 0.22% | 87 |
|
|
2023
Q1 | $468K | Buy |
3,593
+140
| +4% | +$18.2K | 0.2% | 94 |
|
|
2022
Q4 | $463K | Buy |
+3,453
| New | +$463K | 0.27% | 88 |
|