GM
GeoWealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.81M | Buy |
26,923
+157
| +0.6% | +$45.5K | 0.3% | 42 |
|
|
2025
Q1 | $6.57M | Sell |
26,766
-6,336
| -19% | -$1.55M | 0.26% | 49 |
|
|
2024
Q4 | $7.93M | Buy |
33,102
+4,463
| +16% | +$1.07M | 0.26% | 66 |
|
|
2024
Q3 | $6.04M | Buy |
28,639
+6,397
| +29% | +$1.35M | 0.21% | 85 |
|
|
2024
Q2 | $4.5M | Buy |
22,242
+3,195
| +17% | +$646K | 0.2% | 80 |
|
|
2024
Q1 | $3.82M | Buy |
19,047
+5,187
| +37% | +$1.04M | 0.15% | 117 |
|
|
2023
Q4 | $2.36M | Buy |
13,860
+10,473
| +309% | +$1.78M | 0.2% | 108 |
|
|
2023
Q3 | $491K | Buy |
3,387
+39
| +1% | +$5.65K | 0.06% | 205 |
|
|
2023
Q2 | $486K | Buy |
3,348
+1,033
| +45% | +$150K | 0.05% | 172 |
|
|
2023
Q1 | $302K | Buy |
2,315
+738
| +47% | +$96.3K | 0.04% | 176 |
|
|
2022
Q4 | $212K | Buy |
+1,577
| New | +$212K | 0.02% | 238 |
|
|
2022
Q3 | – | Sell |
-2,528
| Closed | -$285K | – | 367 |
|
|
2022
Q2 | $285K | Sell |
2,528
-206
| -8% | -$23.2K | 0.04% | 214 |
|
|
2022
Q1 | $371K | Sell |
2,734
-625
| -19% | -$84.8K | 0.03% | 239 |
|
|
2021
Q4 | $532K | Buy |
3,359
+27
| +0.8% | +$4.28K | 0.04% | 205 |
|
|
2021
Q3 | $545K | Sell |
3,332
-333
| -9% | -$54.5K | 0.04% | 207 |
|
|
2021
Q2 | $569K | Buy |
3,665
+420
| +13% | +$65.2K | 0.07% | 135 |
|
|
2021
Q1 | $493K | Buy |
3,245
+2,708
| +504% | +$411K | 0.08% | 119 |
|
|
2020
Q4 | $69K | Buy |
+537
| New | +$69K | 0.01% | 199 |
|
|
2019
Q4 | – | Sell |
-5,974
| Closed | -$703K | – | 153 |
|
|
2019
Q3 | $703K | Buy |
+5,974
| New | +$703K | 0.16% | 82 |
|