GIA
GHP Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.5M | Buy |
94,961
+529
| +0.6% | +$153K | 1.22% | 6 |
|
|
2025
Q1 | $23.2M | Buy |
94,432
+1,676
| +2% | +$411K | 1.11% | 9 |
|
|
2024
Q4 | $22.2M | Buy |
92,756
+122
| +0.1% | +$29.2K | 1.04% | 10 |
|
|
2024
Q3 | $19.5M | Buy |
92,634
+82
| +0.1% | +$17.3K | 0.9% | 21 |
|
|
2024
Q2 | $18.7M | Buy |
92,552
+941
| +1% | +$190K | 0.94% | 18 |
|
|
2024
Q1 | $18.3M | Buy |
91,611
+1,122
| +1% | +$225K | 0.91% | 19 |
|
|
2023
Q4 | $15.4M | Buy |
90,489
+684
| +0.8% | +$116K | 0.83% | 25 |
|
|
2023
Q3 | $13.3M | Buy |
89,805
+1,444
| +2% | +$214K | 0.81% | 25 |
|
|
2023
Q2 | $13.6M | Buy |
88,361
+5,774
| +7% | +$892K | 0.8% | 24 |
|
|
2023
Q1 | $10.8M | Buy |
82,587
+2,369
| +3% | +$309K | 0.68% | 35 |
|
|
2022
Q4 | $10.8M | Buy |
80,218
+3,083
| +4% | +$413K | 0.73% | 30 |
|
|
2022
Q3 | $8.06M | Buy |
77,135
+2,520
| +3% | +$263K | 0.62% | 38 |
|
|
2022
Q2 | $8.4M | Sell |
74,615
-283
| -0.4% | -$31.9K | 0.62% | 40 |
|
|
2022
Q1 | $10.2M | Buy |
74,898
+1,634
| +2% | +$223K | 0.67% | 35 |
|
|
2021
Q4 | $11.6M | Buy |
73,264
+2,080
| +3% | +$329K | 0.82% | 26 |
|
|
2021
Q3 | $11.7M | Buy |
71,184
+2,248
| +3% | +$368K | 0.92% | 22 |
|
|
2021
Q2 | $10.7M | Buy |
68,936
+2,285
| +3% | +$355K | 0.86% | 24 |
|
|
2021
Q1 | $10.1M | Buy |
66,651
+2,883
| +5% | +$439K | 0.88% | 24 |
|
|
2020
Q4 | $8.1M | Buy |
63,768
+1,007
| +2% | +$128K | 0.77% | 37 |
|
|
2020
Q3 | $6.04M | Buy |
62,761
+73
| +0.1% | +$7.03K | 0.68% | 47 |
|
|
2020
Q2 | $5.9M | Sell |
62,688
-817
| -1% | -$76.8K | 0.73% | 41 |
|
|
2020
Q1 | $5.72M | Buy |
63,505
+572
| +0.9% | +$51.5K | 0.86% | 27 |
|
|
2019
Q4 | $8.77M | Buy |
62,933
+2,218
| +4% | +$309K | 0.94% | 25 |
|
|
2019
Q3 | $7.15M | Sell |
60,715
-3,740
| -6% | -$440K | 0.89% | 27 |
|
|
2019
Q2 | $7.21M | Buy |
64,455
+332
| +0.5% | +$37.1K | 0.88% | 26 |
|
|
2019
Q1 | $6.49M | Buy |
64,123
+2,055
| +3% | +$208K | 0.84% | 30 |
|
|
2018
Q4 | $6.06M | Buy |
62,068
+3,997
| +7% | +$390K | 0.91% | 22 |
|
|
2018
Q3 | $6.55M | Buy |
58,071
+1,812
| +3% | +$204K | 0.88% | 22 |
|
|
2018
Q2 | $5.86M | Buy |
56,259
+2,680
| +5% | +$279K | 0.82% | 23 |
|
|
2018
Q1 | $5.89M | Buy |
53,579
+787
| +1% | +$86.5K | 0.84% | 22 |
|
|
2017
Q4 | $5.65M | Buy |
52,792
+522
| +1% | +$55.8K | 0.8% | 21 |
|
|
2017
Q3 | $4.99M | Buy |
52,270
+1,763
| +3% | +$168K | 0.76% | 26 |
|
|
2017
Q2 | $4.62M | Buy |
50,507
+173
| +0.3% | +$15.8K | 0.73% | 27 |
|
|
2017
Q1 | $4.42M | Buy |
50,334
+1,189
| +2% | +$104K | 0.76% | 27 |
|
|
2016
Q4 | $4.24M | Buy |
49,145
+156
| +0.3% | +$13.5K | 0.79% | 25 |
|
|
2016
Q3 | $3.26M | Sell |
48,989
-923
| -2% | -$61.5K | 0.67% | 31 |
|
|
2016
Q2 | $3.1M | Buy |
49,912
+2,959
| +6% | +$184K | 0.67% | 32 |
|
|
2016
Q1 | $2.78M | Buy |
46,953
+3,652
| +8% | +$216K | 0.63% | 34 |
|
|
2015
Q4 | $2.86M | Buy |
43,301
+3,721
| +9% | +$246K | 0.69% | 30 |
|
|
2015
Q3 | $2.41M | Sell |
39,580
-1,071
| -3% | -$65.3K | 0.62% | 35 |
|
|
2015
Q2 | $2.8M | Buy |
40,651
+5,942
| +17% | +$409K | 0.69% | 25 |
|
|
2015
Q1 | $2.1M | Buy |
34,709
+5,883
| +20% | +$356K | 0.55% | 42 |
|
|
2014
Q4 | $1.8M | Buy |
28,826
+686
| +2% | +$42.9K | 0.5% | 44 |
|
|
2014
Q3 | $1.7M | Sell |
28,140
-203
| -0.7% | -$12.2K | 0.5% | 44 |
|
|
2014
Q2 | $1.63M | Sell |
28,343
-1,167
| -4% | -$67.2K | 0.48% | 42 |
|
|
2014
Q1 | $1.79M | Buy |
29,510
+416
| +1% | +$25.3K | 0.57% | 36 |
|
|
2013
Q4 | $1.7M | Sell |
29,094
-1,110
| -4% | -$64.9K | 0.56% | 34 |
|
|
2013
Q3 | $1.56M | Buy |
30,204
+43
| +0.1% | +$2.22K | 0.57% | 35 |
|
|
2013
Q2 | $1.59M | Buy |
+30,161
| New | +$1.59M | 0.64% | 31 |
|