GWP
Gateway Wealth Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
5,618
+285
| +5% | +$82.6K | 0.31% | 90 |
|
|
2025
Q1 | $1.31M | Buy |
5,333
+330
| +7% | +$81K | 0.29% | 89 |
|
|
2024
Q4 | $1.2M | Sell |
5,003
-87
| -2% | -$20.9K | 0.31% | 80 |
|
|
2024
Q3 | $1.07M | Sell |
5,090
-185
| -4% | -$39K | 0.3% | 85 |
|
|
2024
Q2 | $1.07M | Sell |
5,275
-98
| -2% | -$19.8K | 0.32% | 77 |
|
|
2024
Q1 | $1.08M | Buy |
5,373
+40
| +0.8% | +$8.01K | 0.39% | 69 |
|
|
2023
Q4 | $907K | Sell |
5,333
-3,615
| -40% | -$615K | 0.37% | 72 |
|
|
2023
Q3 | $1.3M | Buy |
8,948
+532
| +6% | +$77.2K | 0.23% | 69 |
|
|
2023
Q2 | $1.22M | Buy |
8,416
+819
| +11% | +$119K | 0.22% | 70 |
|
|
2023
Q1 | $990K | Buy |
7,597
+1,620
| +27% | +$211K | 0.15% | 76 |
|
|
2022
Q4 | $801K | Buy |
+5,977
| New | +$801K | 0.14% | 77 |
|