GHP Investment Advisors’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
Q2 | $27.5M | Buy |
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|
2025
Q1 | $23.2M | Buy |
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|
2024
Q4 | $22.2M | Buy |
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|
2024
Q3 | $19.5M | Buy |
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|
2024
Q2 | $18.7M | Buy |
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|
2024
Q1 | $18.3M | Buy |
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|
2023
Q4 | $15.4M | Buy |
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|
2023
Q3 | $13.3M | Buy |
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|
2023
Q2 | $13.6M | Buy |
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|
2023
Q1 | $10.8M | Buy |
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|
2022
Q4 | $10.8M | Buy |
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|
2022
Q3 | $8.06M | Buy |
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|
2022
Q2 | $8.4M | Sell |
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|
2022
Q1 | $10.2M | Buy |
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|
2021
Q4 | $11.6M | Buy |
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|
2021
Q3 | $11.7M | Buy |
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|
2021
Q2 | $10.7M | Buy |
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|
2021
Q1 | $10.1M | Buy |
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|
2020
Q4 | $8.1M | Buy |
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|
2020
Q3 | $6.04M | Buy |
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|
2020
Q2 | $5.9M | Sell |
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|
2020
Q1 | $5.72M | Buy |
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|
2019
Q4 | $8.77M | Buy |
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|
2019
Q3 | $7.14M | Sell |
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|
2019
Q2 | $7.21M | Buy |
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|
2019
Q1 | $6.49M | Buy |
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|
2018
Q4 | $6.06M | Buy |
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|
2018
Q3 | $6.55M | Buy |
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|
2018
Q2 | $5.86M | Buy |
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|
2018
Q1 | $5.89M | Buy |
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|
2017
Q4 | $5.65M | Buy |
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|
2017
Q3 | $4.99M | Buy |
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|
2017
Q2 | $4.62M | Buy |
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|
2017
Q1 | $4.42M | Buy |
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|
2016
Q4 | $4.24M | Buy |
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|
2016
Q3 | $3.26M | Sell |
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|
2016
Q2 | $3.1M | Buy |
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|
2016
Q1 | $2.78M | Buy |
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|
2015
Q4 | $2.86M | Buy |
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|
2015
Q3 | $2.41M | Sell |
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|
2015
Q2 | $2.8M | Buy |
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|
2015
Q1 | $2.1M | Buy |
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|
2014
Q4 | $1.8M | Buy |
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|
2014
Q3 | $1.7M | Sell |
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|
2014
Q2 | $1.63M | Sell |
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|
2014
Q1 | $1.79M | Buy |
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|
2013
Q4 | $1.7M | Sell |
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|
2013
Q3 | $1.56M | Buy |
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|
2013
Q2 | $1.59M | Buy |
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