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