GA
Gateway Advisory’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.97M | Sell |
9,343
-779
| -8% | -$164K | 0.32% | 46 |
|
|
2024
Q2 | $2.05M | Buy |
10,122
+588
| +6% | +$119K | 0.35% | 47 |
|
|
2024
Q1 | $1.91M | Sell |
9,534
-1,989
| -17% | -$398K | 0.34% | 47 |
|
|
2023
Q4 | $1.96M | Buy |
11,523
+764
| +7% | +$130K | 0.38% | 45 |
|
|
2023
Q3 | $1.56M | Sell |
10,759
-1,195
| -10% | -$173K | 0.32% | 38 |
|
|
2023
Q2 | $1.74M | Buy |
11,954
+4,905
| +70% | +$713K | 0.37% | 33 |
|
|
2023
Q1 | $919K | Sell |
7,049
-285
| -4% | -$37.2K | 0.2% | 46 |
|
|
2022
Q4 | $984K | Buy |
7,334
+6
| +0.1% | +$805 | 0.25% | 41 |
|
|
2022
Q3 | $766K | Buy |
7,328
+6
| +0.1% | +$627 | 0.19% | 42 |
|
|
2022
Q2 | $824K | Buy |
7,322
+748
| +11% | +$84.2K | 0.35% | 32 |
|
|
2022
Q1 | $896K | Buy |
+6,574
| New | +$896K | 0.24% | 41 |
|
|
2018
Q1 | – | Sell |
-2,026
| Closed | -$217K | – | 86 |
|
|
2017
Q4 | $217K | Buy |
+2,026
| New | +$217K | 0.06% | 85 |
|
|
2017
Q3 | – | Sell |
-7,785
| Closed | -$712K | – | 78 |
|
|
2017
Q2 | $712K | Buy |
7,785
+4
| +0.1% | +$366 | 0.22% | 48 |
|
|
2017
Q1 | $657K | Sell |
7,781
-226
| -3% | -$19.1K | 0.21% | 50 |
|
|
2016
Q4 | $691K | Sell |
8,007
-29,766
| -79% | -$2.57M | 0.24% | 32 |
|
|
2016
Q3 | $2.52M | Buy |
+37,773
| New | +$2.52M | 0.91% | 21 |
|