GWAG
Garrett Wealth Advisory Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
4,044
+68
| +2% | +$19.7K | 0.25% | 31 |
|
|
2025
Q1 | $975K | Buy |
3,976
+696
| +21% | +$171K | 0.22% | 32 |
|
|
2024
Q4 | $786K | Buy |
3,280
+585
| +22% | +$140K | 0.18% | 37 |
|
|
2024
Q3 | $568K | Buy |
2,695
+1
| +0% | +$211 | 0.14% | 49 |
|
|
2024
Q2 | $545K | Buy |
2,694
+1,186
| +79% | +$240K | 0.2% | 44 |
|
|
2024
Q1 | $302K | Buy |
1,508
+1
| +0.1% | +$200 | 0.12% | 53 |
|
|
2023
Q4 | $256K | Buy |
1,507
+58
| +4% | +$9.87K | 0.11% | 54 |
|
|
2023
Q3 | $210K | Buy |
+1,449
| New | +$210K | 0.1% | 55 |
|
|
2019
Q4 | – | Sell |
-408
| Closed | -$48K | – | 363 |
|
|
2019
Q3 | $48K | Buy |
+408
| New | +$48K | 0.03% | 131 |
|