GJWM
Gilliland Jeter Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.13M | Sell |
24,586
-207
| -0.8% | -$60K | 2.32% | 10 |
|
|
2025
Q1 | $6.08M | Sell |
24,793
-531
| -2% | -$130K | 2.15% | 10 |
|
|
2024
Q4 | $6.07M | Buy |
25,324
+63
| +0.2% | +$15.1K | 2.05% | 10 |
|
|
2024
Q3 | $5.33M | Sell |
25,261
-357
| -1% | -$75.3K | 1.72% | 10 |
|
|
2024
Q2 | $5.18M | Sell |
25,618
-281
| -1% | -$56.8K | 1.75% | 10 |
|
|
2024
Q1 | $5.19M | Buy |
25,899
+1,945
| +8% | +$390K | 1.81% | 9 |
|
|
2023
Q4 | $4.07M | Buy |
+23,954
| New | +$4.07M | 1.69% | 10 |
|