Gilbert & Cook’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 | $3.36M | Buy |
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|
2025
Q1 | $2.64M | Sell |
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|
2024
Q4 | $2.59M | Buy |
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|
2024
Q3 | $2.24M | Sell |
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|
2024
Q2 | $2.16M | Sell |
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|
2024
Q1 | $2.3M | Buy |
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|
2023
Q4 | $1.93M | Buy |
|
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|
2023
Q3 | $1.62M | Buy |
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|
2023
Q2 | $1.43M | Buy |
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|
2023
Q1 | $1.26M | Buy |
|
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|
2022
Q4 | $1.25M | Sell |
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|
2022
Q3 | $1.19M | Buy |
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|
2022
Q2 | $1.04M | Buy |
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|
2022
Q1 | $1.25M | Buy |
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|
2021
Q4 | $1.15M | Buy |
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|
2021
Q3 | $1.14M | Buy |
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|
2021
Q2 | $1.08M | Buy |
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|
2021
Q1 | $1.02M | Buy |
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|
2020
Q4 | $786K | Buy |
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|
2020
Q3 | $513K | Buy |
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|
2020
Q2 | $461K | Buy |
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|
2020
Q1 | $426K | Buy |
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|
2019
Q4 | $654K | Buy |
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|
2019
Q3 | $535K | Buy |
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|
2019
Q2 | $490K | Buy |
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|
2019
Q1 | $432K | Buy |
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|
2018
Q4 | $413K | Buy |
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|
2018
Q3 | $360K | Sell |
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|
2018
Q2 | $363K | Buy |
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|
2018
Q1 | $352K | Sell |
|
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|
2017
Q4 | $401K | Sell |
|
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|
2017
Q3 | $368K | Sell |
|
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|
2017
Q2 | $763K | Buy |
|
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|
2017
Q1 | $342K | Sell |
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|
2016
Q4 | $354K | Buy |
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