GAM
Gemmer Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
4,533
+241
| +6% | +$69.9K | 0.12% | 68 |
|
|
2025
Q1 | $1.05M | Sell |
4,292
-97
| -2% | -$23.8K | 0.11% | 74 |
|
|
2024
Q4 | $1.05M | Buy |
4,389
+1,226
| +39% | +$294K | 0.1% | 74 |
|
|
2024
Q3 | $667K | Buy |
3,163
+28
| +0.9% | +$5.9K | 0.07% | 85 |
|
|
2024
Q2 | $634K | Buy |
3,135
+48
| +2% | +$9.71K | 0.07% | 79 |
|
|
2024
Q1 | $618K | Buy |
3,087
+1
| +0% | +$200 | 0.07% | 74 |
|
|
2023
Q4 | $525K | Buy |
3,086
+96
| +3% | +$16.3K | 0.06% | 71 |
|
|
2023
Q3 | $434K | Sell |
2,990
-198
| -6% | -$28.7K | 0.06% | 74 |
|
|
2023
Q2 | $464K | Sell |
3,188
-66
| -2% | -$9.6K | 0.06% | 74 |
|
|
2023
Q1 | $424K | Buy |
3,254
+35
| +1% | +$4.56K | 0.06% | 81 |
|
|
2022
Q4 | $432K | Sell |
3,219
-18
| -0.6% | -$2.41K | 0.07% | 76 |
|
|
2022
Q3 | $338K | Buy |
3,237
+297
| +10% | +$31K | 0.06% | 90 |
|
|
2022
Q2 | $331K | Buy |
2,940
+16
| +0.5% | +$1.8K | 0.05% | 89 |
|
|
2022
Q1 | $398K | Sell |
2,924
-3
| -0.1% | -$408 | 0.05% | 93 |
|
|
2021
Q4 | $463K | Sell |
2,927
-28
| -0.9% | -$4.43K | 0.05% | 86 |
|
|
2021
Q3 | $484K | Buy |
2,955
+31
| +1% | +$5.08K | 0.07% | 77 |
|
|
2021
Q2 | $455K | Buy |
2,924
+1
| +0% | +$156 | 0.06% | 84 |
|
|
2021
Q1 | $445K | Sell |
2,923
-79
| -3% | -$12K | 0.07% | 76 |
|
|
2020
Q4 | $382K | Buy |
3,002
+1
| +0% | +$127 | 0.06% | 71 |
|
|
2020
Q3 | $289K | Buy |
3,001
+1
| +0% | +$96 | 0.05% | 77 |
|
|
2020
Q2 | $282K | Sell |
3,000
-93
| -3% | -$8.74K | 0.06% | 76 |
|
|
2020
Q1 | $279K | Buy |
3,093
+228
| +8% | +$20.6K | 0.07% | 69 |
|
|
2019
Q4 | $399K | Sell |
2,865
-52
| -2% | -$7.24K | 0.09% | 65 |
|
|
2019
Q3 | $343K | Buy |
2,917
+47
| +2% | +$5.53K | 0.09% | 70 |
|
|
2019
Q2 | $321K | Sell |
2,870
-328
| -10% | -$36.7K | 0.09% | 70 |
|
|
2019
Q1 | $324K | Sell |
3,198
-462
| -13% | -$46.8K | 0.09% | 69 |
|
|
2018
Q4 | $357K | Buy |
3,660
+592
| +19% | +$57.7K | 0.11% | 63 |
|
|
2018
Q3 | $346K | Sell |
3,068
-40
| -1% | -$4.51K | 0.11% | 65 |
|
|
2018
Q2 | $324K | Buy |
3,108
+3
| +0.1% | +$313 | 0.11% | 64 |
|
|
2018
Q1 | $341K | Buy |
3,105
+73
| +2% | +$8.02K | 0.12% | 62 |
|
|
2017
Q4 | $324K | Buy |
3,032
+4
| +0.1% | +$427 | 0.11% | 65 |
|
|
2017
Q3 | $289K | Buy |
3,028
+3
| +0.1% | +$286 | 0.11% | 65 |
|
|
2017
Q2 | $276K | Buy |
3,025
+4
| +0.1% | +$365 | 0.12% | 71 |
|
|
2017
Q1 | $265K | Buy |
3,021
+3
| +0.1% | +$263 | 0.12% | 66 |
|
|
2016
Q4 | $260K | Buy |
3,018
+90
| +3% | +$7.75K | 0.13% | 60 |
|
|
2016
Q3 | $195K | Buy |
2,928
+150
| +5% | +$9.99K | 0.1% | 67 |
|
|
2016
Q2 | $173K | Buy |
2,778
+47
| +2% | +$2.93K | 0.09% | 70 |
|
|
2016
Q1 | $161K | Sell |
2,731
-42
| -2% | -$2.48K | 0.09% | 77 |
|
|
2015
Q4 | $183K | Sell |
2,773
-91
| -3% | -$6.01K | 0.11% | 75 |
|
|
2015
Q3 | $175K | Buy |
2,864
+15
| +0.5% | +$917 | 0.11% | 77 |
|
|
2015
Q2 | $193K | Sell |
2,849
-97
| -3% | -$6.57K | 0.12% | 67 |
|
|
2015
Q1 | $178K | Buy |
2,946
+226
| +8% | +$13.7K | 0.11% | 74 |
|
|
2014
Q4 | $170K | Buy |
2,720
+23
| +0.9% | +$1.44K | 0.12% | 68 |
|
|
2014
Q3 | $163K | Sell |
2,697
-67
| -2% | -$4.05K | 0.12% | 77 |
|
|
2014
Q2 | $159K | Buy |
2,764
+79
| +3% | +$4.55K | 0.11% | 77 |
|
|
2014
Q1 | $163K | Buy |
+2,685
| New | +$163K | 0.12% | 79 |
|