GC Wealth Management RIA’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$13.9M Buy
2025
Q1
$7.73M Buy
2024
Q4
$7.36M Buy
2024
Q3
$6.16M Buy
2024
Q2
$4.12M Buy
2024
Q1
$4.06M Buy
2023
Q4
$2.93M Buy