GAM
Garrison Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $545K | Buy |
2,587
+95
| +4% | +$20K | 0.28% | 68 |
|
|
2024
Q2 | $504K | Sell |
2,492
-18
| -0.7% | -$3.64K | 0.27% | 68 |
|
|
2024
Q1 | $503K | Sell |
2,510
-50
| -2% | -$10K | 0.26% | 67 |
|
|
2023
Q4 | $435K | Buy |
2,560
+601
| +31% | +$102K | 0.24% | 74 |
|
|
2023
Q3 | $284K | Hold |
1,959
| – | – | 0.17% | 85 |
|
|
2023
Q2 | $285K | Sell |
1,959
-55
| -3% | -$8K | 0.17% | 85 |
|
|
2023
Q1 | $262K | Buy |
2,014
+505
| +33% | +$65.8K | 0.16% | 92 |
|
|
2022
Q4 | $202K | Buy |
+1,509
| New | +$202K | 0.13% | 96 |
|
|
2022
Q2 | – | Sell |
-1,509
| Closed | -$206K | – | 100 |
|
|
2022
Q1 | $206K | Hold |
1,509
| – | – | 0.12% | 104 |
|
|
2021
Q4 | $239K | Hold |
1,509
| – | – | 0.13% | 97 |
|
|
2021
Q3 | $247K | Hold |
1,509
| – | – | 0.15% | 94 |
|
|
2021
Q2 | $235K | Hold |
1,509
| – | – | 0.14% | 96 |
|
|
2021
Q1 | $230K | Buy |
+1,509
| New | +$230K | 0.15% | 96 |
|
|
2020
Q1 | – | Sell |
-1,793
| Closed | -$250K | – | 101 |
|
|
2019
Q4 | $250K | Hold |
1,793
| – | – | 0.12% | 99 |
|
|
2019
Q3 | $211K | Sell |
1,793
-151
| -8% | -$17.8K | 0.11% | 101 |
|
|
2019
Q2 | $217K | Buy |
+1,944
| New | +$217K | 0.11% | 102 |
|
|
2018
Q4 | – | Sell |
-1,999
| Closed | -$226K | – | 106 |
|
|
2018
Q3 | $226K | Hold |
1,999
| – | – | 0.11% | 100 |
|
|
2018
Q2 | $208K | Hold |
1,999
| – | – | 0.1% | 105 |
|
|
2018
Q1 | $220K | Hold |
1,999
| – | – | 0.12% | 93 |
|
|
2017
Q4 | $214K | Buy |
+1,999
| New | +$214K | 0.11% | 101 |
|