Garner Asset Management Corp’s JPMorgan Chase JPM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $486K | Sell |
1,677
-403
| -19% | -$117K | 0.22% | 105 |
|
2025
Q1 | $510K | Sell |
2,080
-118
| -5% | -$28.9K | 0.22% | 111 |
|
2024
Q4 | $527K | Buy |
2,198
+2
| +0.1% | +$480 | 0.24% | 109 |
|
2024
Q3 | $463K | Buy |
2,196
+2
| +0.1% | +$422 | 0.21% | 113 |
|
2024
Q2 | $444K | Buy |
2,194
+2
| +0.1% | +$405 | 0.21% | 113 |
|
2024
Q1 | $439K | Hold |
2,192
| – | – | 0.22% | 113 |
|
2023
Q4 | $381K | Sell |
2,192
-214
| -9% | -$37.2K | 0.19% | 111 |
|
2023
Q3 | $349K | Sell |
2,406
-58
| -2% | -$8.41K | 0.2% | 115 |
|
2023
Q2 | $358K | Sell |
2,464
-142
| -5% | -$20.6K | 0.2% | 119 |
|
2023
Q1 | $340K | Buy |
2,606
+202
| +8% | +$26.4K | 0.16% | 133 |
|
2022
Q4 | $322K | Buy |
2,404
+3
| +0.1% | +$402 | 0.15% | 132 |
|
2022
Q3 | $251K | Sell |
2,401
-729
| -23% | -$76.2K | 0.13% | 144 |
|
2022
Q2 | $352K | Buy |
3,130
+810
| +35% | +$91.1K | 0.15% | 142 |
|
2022
Q1 | $316K | Hold |
2,320
| – | – | 0.12% | 151 |
|
2021
Q4 | $368K | Buy |
2,320
+1
| +0% | +$159 | 0.15% | 146 |
|
2021
Q3 | $380K | Buy |
2,319
+1
| +0% | +$164 | 0.17% | 140 |
|
2021
Q2 | $361K | Hold |
2,318
| – | – | 0.17% | 142 |
|
2021
Q1 | $353K | Sell |
2,318
-99
| -4% | -$15.1K | 0.18% | 136 |
|
2020
Q4 | $307K | Sell |
2,417
-33
| -1% | -$4.19K | 0.17% | 139 |
|
2020
Q3 | $236K | Buy |
2,450
+2
| +0.1% | +$193 | 0.15% | 140 |
|
2020
Q2 | $230K | Buy |
2,448
+2
| +0.1% | +$188 | 0.17% | 134 |
|
2020
Q1 | $220K | Buy |
2,446
+2
| +0.1% | +$180 | 0.2% | 120 |
|
2019
Q4 | $341K | Buy |
2,444
+2
| +0.1% | +$279 | 0.24% | 105 |
|
2019
Q3 | $287K | Sell |
2,442
-46
| -2% | -$5.41K | 0.21% | 115 |
|
2019
Q2 | $278K | Sell |
2,488
-41
| -2% | -$4.58K | 0.21% | 122 |
|
2019
Q1 | $256K | Hold |
2,529
| – | – | 0.2% | 118 |
|
2018
Q4 | $247K | Buy |
2,529
+4
| +0.2% | +$391 | 0.22% | 114 |
|
2018
Q3 | $285K | Buy |
2,525
+1
| +0% | +$113 | 0.22% | 116 |
|
2018
Q2 | $263K | Sell |
2,524
-21
| -0.8% | -$2.19K | 0.21% | 126 |
|
2018
Q1 | $280K | Sell |
2,545
-1,506
| -37% | -$166K | 0.23% | 118 |
|
2017
Q4 | $433K | Buy |
4,051
+2
| +0% | +$214 | 0.36% | 90 |
|
2017
Q3 | $387K | Buy |
4,049
+3
| +0.1% | +$287 | 0.35% | 96 |
|
2017
Q2 | $370K | Buy |
+4,046
| New | +$370K | 0.35% | 100 |
|