GWM
GDS Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.4M | Buy |
84,073
+724
| +0.9% | +$210K | 1.78% | 11 |
|
|
2025
Q1 | $20.4M | Buy |
83,349
+3,474
| +4% | +$852K | 1.74% | 16 |
|
|
2024
Q4 | $19.1M | Buy |
79,875
+2,459
| +3% | +$589K | 1.74% | 18 |
|
|
2024
Q3 | $16.3M | Buy |
77,416
+4,700
| +6% | +$991K | 1.59% | 25 |
|
|
2024
Q2 | $14.7M | Buy |
72,716
+6,062
| +9% | +$1.23M | 1.61% | 23 |
|
|
2024
Q1 | $13.4M | Buy |
66,654
+5,924
| +10% | +$1.19M | 1.56% | 27 |
|
|
2023
Q4 | $10.3M | Buy |
60,730
+7,473
| +14% | +$1.27M | 1.39% | 30 |
|
|
2023
Q3 | $7.72M | Buy |
53,257
+4,249
| +9% | +$616K | 1.21% | 31 |
|
|
2023
Q2 | $7.13M | Buy |
49,008
+1,800
| +4% | +$262K | 1.16% | 30 |
|
|
2023
Q1 | $6.15M | Sell |
47,208
-1,988
| -4% | -$259K | 1.09% | 35 |
|
|
2022
Q4 | $6.6M | Buy |
49,196
+291
| +0.6% | +$39K | 1.26% | 31 |
|
|
2022
Q3 | $5.11M | Buy |
48,905
+2,201
| +5% | +$230K | 1.14% | 33 |
|
|
2022
Q2 | $5.26M | Buy |
46,704
+16,979
| +57% | +$1.91M | 1.18% | 32 |
|
|
2022
Q1 | $3.82M | Buy |
29,725
+1,916
| +7% | +$246K | 0.84% | 33 |
|
|
2021
Q4 | $4.4M | Buy |
+27,809
| New | +$4.4M | 0.99% | 27 |
|