Geller Advisors’s JPMorgan Chase JPM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$1.93M	Hold	8,065	–	–	0.13%	43
2024 Q3	$1.7M	Buy	8,065 +100	+1%	+$21.1K	0.12%	46
2024 Q2	$1.61M	Buy	7,965 +658	+9%	+$133K	0.12%	46
2024 Q1	$1.46M	Buy	7,307 +544	+8%	+$109K	0.12%	46
2023 Q4	$1.15M	Sell	6,763 -1,082	-14%	-$184K	0.11%	57
2023 Q3	$1.14M	Sell	7,845 -3,502	-31%	-$508K	0.13%	47
2023 Q2	$1.65M	Buy	11,347 +5,385	+90%	+$783K	0.21%	29
2023 Q1	$777K	Buy	5,962 +1,538	+35%	+$200K	0.11%	38
2022 Q4	$593K	Buy	4,424 +373	+9%	+$50K	0.1%	43
2022 Q3	$423K	Sell	4,051 -501	-11%	-$52.3K	0.09%	57
2022 Q2	$513K	Sell	4,552 -2,448	-35%	-$276K	0.11%	51
2022 Q1	$954K	Buy	7,000 +2,516	+56%	+$343K	0.18%	32
2021 Q4	$710K	Buy	4,484 +64	+1%	+$10.1K	0.14%	43
2021 Q3	$724K	Sell	4,420 -2,189	-33%	-$359K	0.16%	40
2021 Q2	$1.03M	Sell	6,609 -333	-5%	-$51.8K	0.22%	22
2021 Q1	$1.06M	Buy	6,942 +2,099	+43%	+$320K	0.25%	17
2020 Q4	$815K	Hold	4,843	–	–	0.2%	19
2020 Q3	$466K	Sell	4,843 -276	-5%	-$26.6K	0.13%	35
2020 Q2	$481K	Buy	5,119 +919	+22%	+$86.4K	0.15%	34
2020 Q1	$378K	Buy	4,200 +1,270	+43%	+$114K	0.11%	31
2019 Q4	$408K	Sell	2,930 -1,058	-27%	-$147K	0.13%	25
2019 Q3	$469K	Sell	3,988 -5,243	-57%	-$617K	0.17%	23
2019 Q2	$1.03M	Buy	9,231 +630	+7%	+$70.4K	0.4%	10
2019 Q1	$871K	Buy	8,601 +26	+0.3%	+$2.63K	0.35%	13
2018 Q4	$837K	Sell	8,575 -2,222	-21%	-$217K	0.39%	12
2018 Q3	$1.22M	Hold	10,797	–	–	0.72%	7
2018 Q2	$1.13M	Hold	10,797	–	–	0.49%	10
2018 Q1	$1.19M	Buy	+10,797	New	+$1.19M	0.58%	8