GWA
GGM Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$65.9K | 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% | +$7.48K | 0.84% | 34 |
|
|
2024
Q1 | $1.8M | Sell |
9,082
-1,766
| -16% | -$350K | 0.84% | 32 |
|
|
2023
Q4 | $1.87M | Sell |
10,848
-254
| -2% | -$43.9K | 0.77% | 29 |
|
|
2023
Q3 | $1.61M | Hold |
11,102
| – | – | 0.7% | 33 |
|
|
2023
Q2 | $1.64M | Buy |
11,102
+367
| +3% | +$54.1K | 0.66% | 33 |
|
|
2023
Q1 | $1.4M | Buy |
10,735
+48
| +0.4% | +$6.25K | 0.8% | 31 |
|
|
2022
Q4 | $1.46M | Sell |
10,687
-2,784
| -21% | -$380K | 0.75% | 33 |
|
|
2022
Q3 | $1.65M | Buy |
13,471
+163
| +1% | +$20K | 0.89% | 25 |
|
|
2022
Q2 | $1.5M | Sell |
13,308
-42
| -0.3% | -$4.74K | 0.84% | 30 |
|
|
2022
Q1 | $1.73M | Buy |
13,350
+2,432
| +22% | +$315K | 0.87% | 26 |
|
|
2021
Q4 | $1.83M | Sell |
10,918
-1,056
| -9% | -$177K | 1.45% | 15 |
|
|
2021
Q3 | $2.05M | Buy |
11,974
+345
| +3% | +$59K | 1.62% | 14 |
|
|
2021
Q2 | $1.79M | Buy |
11,629
+36
| +0.3% | +$5.55K | 1.52% | 16 |
|
|
2021
Q1 | $1.78M | Buy |
11,593
+65
| +0.6% | +$10K | 1.42% | 17 |
|
|
2020
Q4 | $1.62M | Buy |
+11,528
| New | +$1.62M | 1.6% | 15 |
|