GC
Gillson Capital’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-54,097
| Closed | -$7.85M | – | 86 |
|
|
2023
Q3 | $7.85M | Sell |
54,097
-29,287
| -35% | -$4.25M | 0.58% | 56 |
|
|
2023
Q2 | $12.1M | Sell |
83,384
-105,259
| -56% | -$15.3M | 1.07% | 34 |
|
|
2023
Q1 | $24.6M | Buy |
+188,643
| New | +$24.6M | 2.04% | 16 |
|
|
2022
Q4 | – | Sell |
-292,831
| Closed | -$30.6M | – | 106 |
|
|
2022
Q3 | $30.6M | Buy |
+292,831
| New | +$30.6M | 2.81% | 8 |
|
|
2022
Q1 | – | Sell |
-130,342
| Closed | -$20.6M | – | 245 |
|
|
2021
Q4 | $20.6M | Buy |
+130,342
| New | +$20.6M | 1.34% | 21 |
|
|
2021
Q2 | – | Sell |
-91,703
| Closed | -$14M | – | 236 |
|
|
2021
Q1 | $14M | Buy |
+91,703
| New | +$14M | 1.18% | 35 |
|
|
2019
Q2 | – | Sell |
-197,050
| Closed | -$19.9M | – | 89 |
|
|
2019
Q1 | $19.9M | Buy |
+197,050
| New | +$19.9M | 2.57% | 12 |
|
|
2018
Q4 | – | Sell |
-244,041
| Closed | -$27.5M | – | 66 |
|
|
2018
Q3 | $27.5M | Buy |
+244,041
| New | +$27.5M | 3.56% | 8 |
|