GenTrust’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Sell |
7,194
-683
| -9% | -$198K | 0.1% | 76 |
|
|
2025
Q1 | $1.93M | Buy |
7,877
+744
| +10% | +$183K | 0.09% | 74 |
|
|
2024
Q4 | $1.71M | Buy |
7,133
+464
| +7% | +$111K | 0.07% | 88 |
|
|
2024
Q3 | $1.41M | Buy |
6,669
+2,871
| +76% | +$605K | 0.07% | 89 |
|
|
2024
Q2 | $768K | Buy |
3,798
+913
| +32% | +$185K | 0.04% | 102 |
|
|
2024
Q1 | $578K | Buy |
+2,885
| New | +$578K | 0.04% | 95 |
|
|
2022
Q3 | – | Sell |
-6,119
| Closed | -$689K | – | 134 |
|
|
2022
Q2 | $689K | Buy |
6,119
+1
| +0% | +$113 | 0.06% | 79 |
|
|
2022
Q1 | $834K | Buy |
+6,118
| New | +$834K | 0.06% | 80 |
|
|
2021
Q4 | – | Sell |
-1,342
| Closed | -$220K | – | 144 |
|
|
2021
Q3 | $220K | Buy |
+1,342
| New | +$220K | 0.02% | 135 |
|