Gerber LLC’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 | $1.55M | Buy |
5,350
+55
| +1% | +$15.9K | 1.09% | 17 |
|
|
2025
Q1 | $1.3M | Sell |
5,295
-20
| -0.4% | -$4.91K | 1.08% | 17 |
|
|
2024
Q4 | $1.27M | Buy |
5,315
+5
| +0.1% | +$1.2K | 0.93% | 18 |
|
|
2024
Q3 | $1.12M | Buy |
5,310
+5
| +0.1% | +$1.05K | 0.82% | 19 |
|
|
2024
Q2 | $1.07M | Buy |
5,305
+30
| +0.6% | +$6.07K | 0.84% | 18 |
|
|
2024
Q1 | $1.06M | Buy |
5,275
+313
| +6% | +$62.7K | 0.89% | 19 |
|
|
2023
Q4 | $844K | Buy |
+4,962
| New | +$844K | 0.76% | 23 |
|