GCA
Gideon Capital Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-18,510
| Closed | -$2.18M | – | 331 |
|
|
2019
Q3 | $2.18M | Sell |
18,510
-13,094
| -41% | -$1.54M | 0.71% | 27 |
|
|
2019
Q2 | $3.53M | Buy |
+31,604
| New | +$3.53M | 1.22% | 9 |
|
|
2019
Q1 | – | Sell |
-2,664
| Closed | -$260K | – | 448 |
|
|
2018
Q4 | $260K | Sell |
2,664
-8,006
| -75% | -$781K | 0.11% | 289 |
|
|
2018
Q3 | $1.2M | Buy |
+10,670
| New | +$1.2M | 0.57% | 37 |
|
|
2018
Q2 | – | Sell |
-18,826
| Closed | -$2.07M | – | 436 |
|
|
2018
Q1 | $2.07M | Buy |
+18,826
| New | +$2.07M | 1.28% | 3 |
|
|
2017
Q4 | – | Sell |
-10,914
| Closed | -$1.04M | – | 348 |
|
|
2017
Q3 | $1.04M | Buy |
+10,914
| New | +$1.04M | 1.03% | 6 |
|
|
2017
Q2 | – | Sell |
-16,754
| Closed | -$1.47M | – | 337 |
|
|
2017
Q1 | $1.47M | Buy |
+16,754
| New | +$1.47M | 0.88% | 6 |
|
|
2016
Q4 | – | Sell |
-59,656
| Closed | -$3.97M | – | 436 |
|
|
2016
Q3 | $3.97M | Buy |
+59,656
| New | +$3.97M | 2.4% | 4 |
|
|
2016
Q2 | – | Sell |
-20,539
| Closed | -$1.22M | – | 224 |
|
|
2016
Q1 | $1.22M | Buy |
+20,539
| New | +$1.22M | 1.52% | 14 |
|
|
2014
Q4 | – | Sell |
-25,539
| Closed | -$1.54M | – | 250 |
|
|
2014
Q3 | $1.54M | Buy |
+25,539
| New | +$1.54M | 0.6% | 54 |
|
|
2014
Q2 | – | Sell |
-6,475
| Closed | -$393K | – | 280 |
|
|
2014
Q1 | $393K | Buy |
+6,475
| New | +$393K | 0.22% | 136 |
|