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GGM Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

GGM Wealth Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$2.33M Hold
9,558
– – 1.29% 26
2024
Q4 		$2.29M Buy
9,558
+275
+3% +$64.1K 1.2% 26
2024
Q3 		$1.96M Buy
9,283
+164
+2% +$34.5K 0.84% 32
2024
Q2 		$1.84M Buy
9,119
+37
+0.4% +$7.23K 0.84% 34
2024
Q1 		$1.8M Sell
9,082
-1,766
-16% -$319K 0.84% 32
2023
Q4 		$1.87M Sell
10,848
-254
-2% -$38.5K 0.77% 29
2023
Q3 		$1.61M Hold
11,102
– – 0.7% 33
2023
Q2 		$1.64M Buy
11,102
+367
+3% +$50.5K 0.66% 33
2023
Q1 		$1.4M Buy
10,735
+48
+0.4% +$6.58K 0.8% 31
2022
Q4 		$1.46M Sell
10,687
-2,784
-21% -$353K 0.75% 33
2022
Q3 		$1.65M Buy
13,471
+163
+1% +$18.7K 0.89% 25
2022
Q2 		$1.5M Sell
13,308
-42
-0.3% -$5.2K 0.84% 30
2022
Q1 		$1.73M Buy
13,350
+2,432
+22% +$359K 0.87% 26
2021
Q4 		$1.83M Sell
10,918
-1,056
-9% -$173K 1.45% 15
2021
Q3 		$2.05M Buy
11,974
+345
+3% +$54.1K 1.62% 14
2021
Q2 		$1.79M Buy
11,629
+36
+0.3% +$5.65K 1.52% 16
2021
Q1 		$1.78M Buy
11,593
+65
+0.6% +$9.35K 1.42% 17
2020
Q4 		$1.62M Buy
+11,528
New +$1.29M 1.6% 15

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GGM Wealth Advisors's JPM Position: Q1 2025 in Review

GGM Wealth Advisors held its JPMorgan Chase (JPM) position steady in Q1 2025 at 9,558 shares worth $2.33M. The position accounts for 1.29% of the portfolio, ranked #26.

GGM Wealth Advisors first reported a position in JPM in Q4 2020 and has held it in 18 quarters since. 4,665 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

  • GGM Wealth Advisors held 9,558 shares of JPMorgan Chase worth $2.33M as of Q1 2025.
  • GGM Wealth Advisors left its JPMorgan Chase share count unchanged in Q1 2025.
  • JPMorgan Chase made up 1.29% of GGM Wealth Advisors's portfolio in Q1 2025, its #26 holding.
  • GGM Wealth Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 18 quarters since.
  • 4,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.