GA
GFS Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Buy |
+43,535
| New | +$12.6M | 1.73% | 17 |
|
|
2025
Q1 | – | Sell |
-48,516
| Closed | -$11.6M | – | 141 |
|
|
2024
Q4 | $11.6M | Sell |
48,516
-9,477
| -16% | -$2.27M | 1.77% | 20 |
|
|
2024
Q3 | $12.2M | Buy |
57,993
+24,399
| +73% | +$5.14M | 2.6% | 13 |
|
|
2024
Q2 | $11.7M | Sell |
33,594
-24,407
| -42% | -$8.52M | 1.89% | 16 |
|
|
2024
Q1 | $11.6M | Buy |
58,001
+23
| +0% | +$4.61K | 1.92% | 14 |
|
|
2023
Q4 | $9.86M | Sell |
57,978
-10,000
| -15% | -$1.7M | 1.44% | 20 |
|
|
2023
Q3 | $9.86M | Buy |
67,978
+39,278
| +137% | +$5.7M | 1.53% | 21 |
|
|
2023
Q2 | $4.17M | Hold |
28,700
| – | – | 0.93% | 35 |
|
|
2023
Q1 | $3.74M | Sell |
28,700
-12,811
| -31% | -$1.67M | 0.86% | 37 |
|
|
2022
Q4 | $5.57M | Sell |
41,511
-448
| -1% | -$60.1K | 1.25% | 31 |
|
|
2022
Q3 | $4.39M | Buy |
41,959
+5,886
| +16% | +$615K | 1.05% | 34 |
|
|
2022
Q2 | $4.06M | Buy |
36,073
+18,955
| +111% | +$2.13M | 0.91% | 38 |
|
|
2022
Q1 | $2.33M | Buy |
17,118
+1,247
| +8% | +$170K | 0.49% | 50 |
|
|
2021
Q4 | $2.51M | Buy |
15,871
+1,145
| +8% | +$181K | 0.41% | 55 |
|
|
2021
Q3 | $2.41M | Sell |
14,726
-257
| -2% | -$42.1K | 0.52% | 51 |
|
|
2021
Q2 | $2.33M | Buy |
14,983
+1,515
| +11% | +$236K | 0.52% | 47 |
|
|
2021
Q1 | $2.05M | Sell |
13,468
-80
| -0.6% | -$12.2K | 0.48% | 47 |
|
|
2020
Q4 | $1.72M | Buy |
13,548
+125
| +0.9% | +$15.9K | 0.45% | 47 |
|
|
2020
Q3 | $1.29M | Buy |
13,423
+175
| +1% | +$16.8K | 0.39% | 50 |
|
|
2020
Q2 | $1.25M | Sell |
13,248
-3,900
| -23% | -$367K | 0.38% | 52 |
|
|
2020
Q1 | $1.54M | Sell |
17,148
-7,200
| -30% | -$648K | 0.48% | 45 |
|
|
2019
Q4 | $3.39M | Sell |
24,348
-122
| -0.5% | -$17K | 0.89% | 29 |
|
|
2019
Q3 | $2.88M | Buy |
24,470
+1,545
| +7% | +$182K | 0.8% | 33 |
|
|
2019
Q2 | $2.56M | Buy |
22,925
+6,060
| +36% | +$678K | 0.73% | 36 |
|
|
2019
Q1 | $1.71M | Buy |
16,865
+1,245
| +8% | +$126K | 0.51% | 49 |
|
|
2018
Q4 | $1.53M | Sell |
15,620
-6,020
| -28% | -$588K | 0.41% | 53 |
|
|
2018
Q3 | $2.44M | Sell |
21,640
-2,770
| -11% | -$313K | 0.62% | 42 |
|
|
2018
Q2 | $2.54M | Sell |
24,410
-865
| -3% | -$90.2K | 0.53% | 43 |
|
|
2018
Q1 | $2.78M | Sell |
25,275
-8,605
| -25% | -$946K | 0.58% | 43 |
|
|
2017
Q4 | $3.62M | Sell |
33,880
-3,920
| -10% | -$419K | 0.78% | 33 |
|
|
2017
Q3 | $3.61M | Sell |
37,800
-745
| -2% | -$71.1K | 0.81% | 30 |
|
|
2017
Q2 | $3.52M | Buy |
38,545
+200
| +0.5% | +$18.3K | 0.77% | 32 |
|
|
2017
Q1 | $3.37M | Sell |
38,345
-1,000
| -3% | -$87.8K | 0.69% | 38 |
|
|
2016
Q4 | $3.4M | Sell |
39,345
-4,850
| -11% | -$418K | 0.72% | 33 |
|
|
2016
Q3 | $2.94M | Buy |
44,195
+11,000
| +33% | +$732K | 0.65% | 36 |
|
|
2016
Q2 | $2.06M | Sell |
33,195
-11,560
| -26% | -$718K | 0.5% | 52 |
|
|
2016
Q1 | $2.65M | Buy |
44,755
+2,407
| +6% | +$143K | 0.69% | 41 |
|
|
2015
Q4 | $2.8M | Buy |
42,348
+1,348
| +3% | +$89K | 0.83% | 37 |
|
|
2015
Q3 | $2.5M | Sell |
41,000
-1,913
| -4% | -$117K | 0.86% | 40 |
|
|
2015
Q2 | $2.91M | Buy |
42,913
+3,142
| +8% | +$213K | 0.96% | 35 |
|
|
2015
Q1 | $2.41M | Buy |
39,771
+15,814
| +66% | +$958K | 0.85% | 37 |
|
|
2014
Q4 | $1.5M | Sell |
23,957
-1,050
| -4% | -$65.7K | 0.6% | 52 |
|
|
2014
Q3 | $1.51M | Sell |
25,007
-56,988
| -70% | -$3.43M | 0.63% | 48 |
|
|
2014
Q2 | $4.73M | Buy |
81,995
+64,400
| +366% | +$3.71M | 1.92% | 14 |
|
|
2014
Q1 | $1.07M | Buy |
17,595
+43
| +0.2% | +$2.61K | 0.42% | 65 |
|
|
2013
Q4 | $1.03M | Sell |
17,552
-216
| -1% | -$12.6K | 0.51% | 58 |
|
|
2013
Q3 | $918K | Sell |
17,768
-1,815
| -9% | -$93.8K | 0.49% | 63 |
|
|
2013
Q2 | $1.03M | Buy |
+19,583
| New | +$1.03M | 0.6% | 56 |
|