Gill Capital Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $561K | Sell |
1,936
-26
| -1% | -$7.54K | 0.18% | 71 |
|
|
2025
Q1 | $481K | Hold |
1,962
| – | – | 0.17% | 78 |
|
|
2024
Q4 | $470K | Buy |
1,962
+324
| +20% | +$77.7K | 0.17% | 75 |
|
|
2024
Q3 | $345K | Buy |
1,638
+112
| +7% | +$23.6K | 0.12% | 85 |
|
|
2024
Q2 | $309K | Hold |
1,526
| – | – | 0.12% | 87 |
|
|
2024
Q1 | $293K | Hold |
1,526
| – | – | 0.12% | 88 |
|
|
2023
Q4 | $260K | Buy |
+1,526
| New | +$260K | 0.11% | 93 |
|