Garland Capital Management’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 | $2.34M | Sell |
8,070
-17,585
| -69% | -$5.1M | 7.43% | 1 |
|
|
2025
Q1 | $6.29M | Sell |
25,655
-4,580
| -15% | -$1.12M | 5.89% | 2 |
|
|
2024
Q4 | $7.25M | Sell |
30,235
-6,830
| -18% | -$1.64M | 5.94% | 1 |
|
|
2024
Q3 | $7.82M | Sell |
37,065
-6,300
| -15% | -$1.33M | 6.01% | 1 |
|
|
2024
Q2 | $8.77M | Sell |
43,365
-2,135
| -5% | -$432K | 6.2% | 1 |
|
|
2024
Q1 | $9.11M | Sell |
45,500
-520
| -1% | -$104K | 6.04% | 1 |
|
|
2023
Q4 | $7.83M | Sell |
46,020
-2,475
| -5% | -$421K | 5.5% | 1 |
|
|
2023
Q3 | $7.03M | Hold |
48,495
| – | – | 4.96% | 1 |
|
|
2023
Q2 | $7.05M | Buy |
48,495
+275
| +0.6% | +$40K | 4.74% | 3 |
|
|
2023
Q1 | $6.28M | Sell |
48,220
-1,850
| -4% | -$241K | 4.27% | 5 |
|
|
2022
Q4 | $6.71M | Buy |
50,070
+1,600
| +3% | +$215K | 4.38% | 6 |
|
|
2022
Q3 | $5.07M | Buy |
48,470
+1,175
| +2% | +$123K | 4.41% | 10 |
|
|
2022
Q2 | $5.33M | Sell |
47,295
-1,195
| -2% | -$135K | 3.98% | 10 |
|
|
2022
Q1 | $6.61M | Buy |
48,490
+875
| +2% | +$119K | 4.38% | 6 |
|
|
2021
Q4 | $7.54M | Sell |
47,615
-3,050
| -6% | -$483K | 5.2% | 3 |
|
|
2021
Q3 | $8.29M | Sell |
50,665
-450
| -0.9% | -$73.7K | 5.93% | 1 |
|
|
2021
Q2 | $7.95M | Sell |
51,115
-600
| -1% | -$93.3K | 5.6% | 2 |
|
|
2021
Q1 | $7.87M | Sell |
51,715
-350
| -0.7% | -$53.3K | 5.95% | 1 |
|
|
2020
Q4 | $6.62M | Buy |
52,065
+250
| +0.5% | +$31.8K | 5.61% | 3 |
|
|
2020
Q3 | $4.99M | Sell |
51,815
-225
| -0.4% | -$21.7K | 4.45% | 7 |
|
|
2020
Q2 | $4.9M | Sell |
52,040
-2,575
| -5% | -$242K | 4.44% | 8 |
|
|
2020
Q1 | $4.92M | Sell |
54,615
-1,150
| -2% | -$104K | 4.47% | 5 |
|
|
2019
Q4 | $7.77M | Sell |
55,765
-740
| -1% | -$103K | 5.63% | 1 |
|
|
2019
Q3 | $6.65M | Sell |
56,505
-435
| -0.8% | -$51.2K | 4.75% | 2 |
|
|
2019
Q2 | $6.37M | Sell |
56,940
-300
| -0.5% | -$33.5K | 4.52% | 3 |
|
|
2019
Q1 | $5.79M | Buy |
57,240
+600
| +1% | +$60.7K | 4.02% | 5 |
|
|
2018
Q4 | $5.53M | Buy |
56,640
+450
| +0.8% | +$43.9K | 3.99% | 5 |
|
|
2018
Q3 | $6.34M | Sell |
56,190
-3,090
| -5% | -$349K | 4.29% | 4 |
|
|
2018
Q2 | $6.18M | Sell |
59,280
-1,410
| -2% | -$147K | 4.3% | 2 |
|
|
2018
Q1 | $6.67M | Sell |
60,690
-25
| -0% | -$2.75K | 4.64% | 2 |
|
|
2017
Q4 | $6.49M | Sell |
60,715
-1,540
| -2% | -$165K | 4.26% | 1 |
|
|
2017
Q3 | $5.95M | Sell |
62,255
-2,000
| -3% | -$191K | 3.81% | 4 |
|
|
2017
Q2 | $5.87M | Sell |
64,255
-350
| -0.5% | -$32K | 3.6% | 4 |
|
|
2017
Q1 | $5.67M | Sell |
64,605
-6,625
| -9% | -$582K | 4.44% | 5 |
|
|
2016
Q4 | $6.15M | Sell |
71,230
-100
| -0.1% | -$8.63K | 4.41% | 3 |
|
|
2016
Q3 | $4.75M | Hold |
71,330
| – | – | 3.85% | 8 |
|
|
2016
Q2 | $4.43M | Sell |
71,330
-450
| -0.6% | -$28K | 3.54% | 11 |
|
|
2016
Q1 | $4.61M | Buy |
71,780
+900
| +1% | +$57.8K | 3.53% | 10 |
|
|
2015
Q4 | $46.8M | Sell |
70,880
-100
| -0.1% | -$66K | 3.7% | 7 |
|
|
2015
Q3 | $4.33M | Buy |
70,980
+9,230
| +15% | +$563K | 3.37% | 7 |
|
|
2015
Q2 | $4.18M | Sell |
61,750
-8,930
| -13% | -$605K | 3.62% | 4 |
|
|
2015
Q1 | $4.28M | Buy |
70,680
+1,100
| +2% | +$66.6K | 2.81% | 13 |
|
|
2014
Q4 | $4.35M | Buy |
69,580
+3,600
| +5% | +$225K | 2.83% | 14 |
|
|
2014
Q3 | $3.97M | Sell |
65,980
-1,150
| -2% | -$69.3K | 2.85% | 14 |
|
|
2014
Q2 | $3.87M | Hold |
67,130
| – | – | 2.6% | 15 |
|
|
2014
Q1 | $4.08M | Buy |
67,130
+900
| +1% | +$54.6K | 2.66% | 12 |
|
|
2013
Q4 | $3.87M | Buy |
66,230
+1,080
| +2% | +$63.2K | 2.58% | 18 |
|
|
2013
Q3 | $3.37M | Sell |
65,150
-450
| -0.7% | -$23.3K | 2.85% | 19 |
|
|
2013
Q2 | $3.46M | Buy |
+65,600
| New | +$3.46M | 2.5% | 17 |
|