Gerber Kawasaki Wealth & Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.48M | Buy |
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|
2025
Q2 | $5.16M | Buy |
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|
2025
Q1 | $4M | Buy |
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|
2024
Q4 | $3.17M | Buy |
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|
2024
Q3 | $2.74M | Sell |
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|
2024
Q2 | $2.69M | Buy |
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|
2024
Q1 | $2.61M | Buy |
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|
2023
Q4 | $1.85M | Sell |
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|
2023
Q3 | $1.98M | Buy |
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|
2023
Q2 | $1.91M | Buy |
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|
2023
Q1 | $1.33M | Sell |
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|
2022
Q4 | $1.37M | Sell |
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|
2022
Q3 | $1.14M | Buy |
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|
2022
Q2 | $1.2M | Sell |
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|
2022
Q1 | $1.74M | Sell |
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|
2021
Q4 | $2.55M | Buy |
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|
2021
Q3 | $96K | Sell |
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|
2021
Q2 | $2.58M | Sell |
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|
2021
Q1 | $2.66M | Buy |
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|
2020
Q4 | $797K | Sell |
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|
2020
Q3 | $633K | Buy |
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|
2020
Q2 | $502K | Buy |
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|
2020
Q1 | $429K | Buy |
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|
2019
Q4 | $409K | Buy |
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|
2019
Q3 | $320K | Buy |
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|
2019
Q2 | $302K | Buy |
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|
2019
Q1 | $270K | Sell |
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|
2018
Q4 | $277K | Sell |
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|
2018
Q3 | $451K | Buy |
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|
2018
Q2 | $323K | Buy |
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|
2018
Q1 | $307K | Buy |
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|
2017
Q4 | $213K | Buy |
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