GIM
Generate Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.3M | Hold |
83,987
| – | – | 1.35% | 22 |
|
|
2025
Q1 | $20.6M | Buy |
83,987
+45,879
| +120% | +$11.3M | 1.45% | 24 |
|
|
2024
Q4 | $9.13M | Buy |
38,108
+7,688
| +25% | +$1.84M | 0.64% | 57 |
|
|
2024
Q3 | $6.41M | Sell |
30,420
-28,179
| -48% | -$5.94M | 0.43% | 61 |
|
|
2024
Q2 | $11.9M | Sell |
58,599
-15,252
| -21% | -$3.08M | 0.7% | 38 |
|
|
2024
Q1 | $14.8M | Buy |
73,851
+8,782
| +13% | +$1.76M | 1.07% | 29 |
|
|
2023
Q4 | $11.1M | Buy |
+65,069
| New | +$11.1M | 0.96% | 41 |
|