GC
Gibson Capital’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Sell |
1,359
-87
| -6% | -$25.2K | 0.08% | 51 |
|
|
2025
Q1 | $355K | Buy |
1,446
+84
| +6% | +$20.6K | 0.07% | 53 |
|
|
2024
Q4 | $326K | Sell |
1,362
-70
| -5% | -$16.8K | 0.07% | 48 |
|
|
2024
Q3 | $302K | Hold |
1,432
| – | – | 0.06% | 51 |
|
|
2024
Q2 | $290K | Hold |
1,432
| – | – | 0.06% | 49 |
|
|
2024
Q1 | $287K | Hold |
1,432
| – | – | 0.06% | 53 |
|
|
2023
Q4 | $244K | Buy |
1,432
+216
| +18% | +$36.7K | 0.06% | 55 |
|
|
2023
Q3 | $176K | Hold |
1,216
| – | – | 0.05% | 52 |
|
|
2023
Q2 | $177K | Buy |
+1,216
| New | +$177K | 0.05% | 52 |
|
|
2022
Q1 | – | Sell |
-1,267
| Closed | -$198K | – | 40 |
|
|
2021
Q4 | $198K | Hold |
1,267
| – | – | 0.05% | 40 |
|
|
2021
Q3 | $205K | Buy |
+1,267
| New | +$205K | 0.05% | 39 |
|