Gilbert & Cook’s JPMorgan Chase JPM Stock Holding History

Gilbert & Cook’s Portfolio JPM Stock Details JPM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.36M	Buy	11,603 +830	+8%	+$241K	0.45%	19
2025 Q1	$2.64M	Sell	10,773 -27	-0.3%	-$6.62K	0.38%	23
2024 Q4	$2.59M	Buy	10,800 +172	+2%	+$41.2K	0.37%	23
2024 Q3	$2.24M	Sell	10,628 -35	-0.3%	-$7.38K	0.31%	26
2024 Q2	$2.16M	Sell	10,663 -828	-7%	-$167K	0.32%	26
2024 Q1	$2.3M	Buy	11,491 +131	+1%	+$26.2K	0.31%	26
2023 Q4	$1.93M	Buy	11,360 +164	+1%	+$27.9K	0.27%	30
2023 Q3	$1.62M	Buy	11,196 +1,343	+14%	+$195K	0.26%	33
2023 Q2	$1.43M	Buy	9,853 +186	+2%	+$27.1K	0.23%	33
2023 Q1	$1.26M	Buy	9,667 +382	+4%	+$49.8K	0.22%	36
2022 Q4	$1.25M	Sell	9,285 -71	-0.8%	-$9.52K	0.23%	36
2022 Q3	$1.19M	Buy	9,356 +97	+1%	+$12.3K	0.26%	36
2022 Q2	$1.04M	Buy	9,259 +83	+0.9%	+$9.35K	0.19%	43
2022 Q1	$1.25M	Buy	9,176 +1,915	+26%	+$261K	0.2%	38
2021 Q4	$1.15M	Buy	7,261 +272	+4%	+$43.1K	0.19%	38
2021 Q3	$1.14M	Buy	6,989 +39	+0.6%	+$6.38K	0.2%	37
2021 Q2	$1.08M	Buy	6,950 +244	+4%	+$38K	0.19%	39
2021 Q1	$1.02M	Buy	6,706 +542	+9%	+$82.5K	0.2%	41
2020 Q4	$786K	Buy	6,164 +839	+16%	+$107K	0.17%	47
2020 Q3	$513K	Buy	5,325 +427	+9%	+$41.1K	0.12%	60
2020 Q2	$461K	Buy	4,898 +170	+4%	+$16K	0.12%	64
2020 Q1	$426K	Buy	4,728 +36	+0.8%	+$3.24K	0.13%	61
2019 Q4	$654K	Buy	4,692 +145	+3%	+$20.2K	0.16%	48
2019 Q3	$535K	Buy	4,547 +161	+4%	+$18.9K	0.15%	54
2019 Q2	$490K	Buy	4,386 +115	+3%	+$12.8K	0.14%	54
2019 Q1	$432K	Buy	4,271 +37	+0.9%	+$3.74K	0.13%	59
2018 Q4	$413K	Buy	4,234 +1,045	+33%	+$102K	0.15%	58
2018 Q3	$360K	Sell	3,189 -295	-8%	-$33.3K	0.11%	63
2018 Q2	$363K	Buy	3,484 +284	+9%	+$29.6K	0.12%	58
2018 Q1	$352K	Sell	3,200 -554	-15%	-$60.9K	0.12%	55
2017 Q4	$401K	Sell	3,754 -98	-3%	-$10.5K	0.14%	46
2017 Q3	$368K	Sell	3,852 -4,492	-54%	-$429K	0.13%	45
2017 Q2	$763K	Buy	8,344 +4,445	+114%	+$406K	0.27%	38
2017 Q1	$342K	Sell	3,899 -198	-5%	-$17.4K	0.14%	50
2016 Q4	$354K	Buy	+4,097	New	+$354K	0.16%	48