GFA
Gifford Fong Associates’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Hold |
35,296
| – | – | 2.36% | 8 |
|
|
2025
Q1 | $8.66M | Hold |
35,296
| – | – | 2.15% | 8 |
|
|
2024
Q4 | $8.46M | Hold |
35,296
| – | – | 2.08% | 9 |
|
|
2024
Q3 | $7.44M | Hold |
35,296
| – | – | 1.86% | 9 |
|
|
2024
Q2 | $7.14M | Hold |
35,296
| – | – | 1.89% | 10 |
|
|
2024
Q1 | $7.07M | Hold |
35,296
| – | – | 1.95% | 8 |
|
|
2023
Q4 | $6M | Hold |
35,296
| – | – | 1.28% | 18 |
|
|
2023
Q3 | $5.12M | Hold |
35,296
| – | – | 1.22% | 17 |
|
|
2023
Q2 | $5.13M | Hold |
35,296
| – | – | 1.2% | 19 |
|
|
2023
Q1 | $4.6M | Sell |
35,296
-23,504
| -40% | -$3.06M | 1.21% | 19 |
|
|
2022
Q4 | $7.89M | Hold |
58,800
| – | – | 1.81% | 12 |
|
|
2022
Q3 | $6.15M | Hold |
58,800
| – | – | 1.52% | 17 |
|
|
2022
Q2 | $6.62M | Hold |
58,800
| – | – | 1.54% | 15 |
|
|
2022
Q1 | $8.02M | Hold |
58,800
| – | – | 1.47% | 16 |
|
|
2021
Q4 | $9.31M | Hold |
58,800
| – | – | 1.63% | 15 |
|
|
2021
Q3 | $9.63M | Hold |
58,800
| – | – | 1.87% | 11 |
|
|
2021
Q2 | $9.15M | Hold |
58,800
| – | – | 1.78% | 12 |
|
|
2021
Q1 | $8.95M | Hold |
58,800
| – | – | 1.92% | 11 |
|
|
2020
Q4 | $7.47M | Hold |
58,800
| – | – | 1.73% | 13 |
|
|
2020
Q3 | $5.66M | Hold |
58,800
| – | – | 1.52% | 15 |
|
|
2020
Q2 | $5.53M | Hold |
58,800
| – | – | 1.68% | 13 |
|
|
2020
Q1 | $5.29M | Hold |
58,800
| – | – | 1.94% | 11 |
|
|
2019
Q4 | $8.2M | Hold |
58,800
| – | – | 2.39% | 8 |
|
|
2019
Q3 | $6.92M | Hold |
58,800
| – | – | 2.26% | 9 |
|
|
2019
Q2 | $6.57M | Sell |
58,800
-25,000
| -30% | -$2.8M | 2.2% | 11 |
|
|
2019
Q1 | $8.48M | Hold |
83,800
| – | – | 2.8% | 6 |
|
|
2018
Q4 | $8.18M | Hold |
83,800
| – | – | 3.09% | 5 |
|
|
2018
Q3 | $9.46M | Hold |
83,800
| – | – | 3.01% | 6 |
|
|
2018
Q2 | $8.73M | Hold |
83,800
| – | – | 3.02% | 7 |
|
|
2018
Q1 | $9.22M | Buy |
+83,800
| New | +$9.22M | 3.76% | 5 |
|