Gibraltar Capital Management’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.23M Sell
4,234
-1,222
-22% -$354K 0.24% 71
2025
Q1
$1.34M Sell
5,456
-1,635
-23% -$401K 0.29% 62
2024
Q4
$1.7M Sell
7,091
-689
-9% -$165K 0.75% 28
2024
Q3
$1.64M Sell
7,780
-24,570
-76% -$5.18M 0.74% 28
2024
Q2
$6.54M Buy
32,350
+2,943
+10% +$595K 2.96% 19
2024
Q1
$5.89M Sell
29,407
-14,413
-33% -$2.89M 2.74% 24
2023
Q4
$7.45M Sell
43,820
-8,016
-15% -$1.36M 3.18% 12
2023
Q3
$7.52M Buy
51,836
+95
+0.2% +$13.8K 3.33% 10
2023
Q2
$7.53M Sell
51,741
-684
-1% -$99.5K 3.33% 11
2023
Q1
$6.83M Buy
52,425
+1,570
+3% +$205K 3.19% 12
2022
Q4
$6.82M Buy
50,855
+144
+0.3% +$19.3K 3.23% 12
2022
Q3
$5.3M Buy
50,711
+2,082
+4% +$218K 2.71% 16
2022
Q2
$5.48M Buy
48,629
+6,448
+15% +$726K 2.66% 17
2022
Q1
$5.75M Buy
42,181
+1,042
+3% +$142K 2.39% 20
2021
Q4
$6.51M Sell
41,139
-1,528
-4% -$242K 2.95% 14
2021
Q3
$6.98M Buy
42,667
+139
+0.3% +$22.8K 3.55% 9
2021
Q2
$6.42M Buy
42,528
+3,179
+8% +$480K 3.21% 16
2021
Q1
$6.05M Buy
39,349
+4,754
+14% +$731K 3.11% 14
2020
Q4
$4.4M Sell
34,595
-2,623
-7% -$333K 2.62% 20
2020
Q3
$3.58M Buy
37,218
+2,434
+7% +$234K 2.5% 22
2020
Q2
$3.27M Buy
34,784
+1,191
+4% +$112K 2.4% 23
2020
Q1
$3.02M Buy
+33,593
New +$3.02M 2.15% 20