Gibson Capital’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 | $394K | Sell |
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|
2025
Q1 | $355K | Buy |
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|
2024
Q4 | $326K | Sell |
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|
2024
Q3 | $302K | Hold |
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|
2024
Q2 | $290K | Hold |
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|
2024
Q1 | $287K | Hold |
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|
2023
Q4 | $244K | Buy |
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|
2023
Q3 | $176K | Hold |
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|
2023
Q2 | $177K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $198K | Hold |
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|
2021
Q3 | $205K | Buy |
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