GWMR
GC Wealth Management RIA’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9M | Buy |
47,891
+16,365
| +52% | +$4.74M | 1.13% | 12 |
|
|
2025
Q1 | $7.73M | Buy |
31,526
+834
| +3% | +$205K | 1.42% | 13 |
|
|
2024
Q4 | $7.36M | Buy |
30,692
+1,483
| +5% | +$355K | 1.29% | 16 |
|
|
2024
Q3 | $6.16M | Buy |
29,209
+8,856
| +44% | +$1.87M | 1.08% | 19 |
|
|
2024
Q2 | $4.12M | Buy |
20,353
+79
| +0.4% | +$16K | 0.81% | 25 |
|
|
2024
Q1 | $4.06M | Buy |
20,274
+3,049
| +18% | +$611K | 0.81% | 27 |
|
|
2023
Q4 | $2.93M | Buy |
+17,225
| New | +$2.93M | 1.32% | 17 |
|