Gimbal Financial’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 | $662K | Buy |
2,285
+52
| +2% | +$15.1K | 0.41% | 20 |
|
|
2025
Q1 | $548K | Buy |
2,233
+11
| +0.5% | +$2.7K | 0.49% | 18 |
|
|
2024
Q4 | $533K | Buy |
2,222
+22
| +1% | +$5.28K | 0.44% | 22 |
|
|
2024
Q3 | $495K | Buy |
2,200
+32
| +1% | +$7.2K | 0.32% | 25 |
|
|
2024
Q2 | $450K | Buy |
2,168
+384
| +22% | +$79.7K | 0.33% | 26 |
|
|
2024
Q1 | $357K | Buy |
1,784
+10
| +0.6% | +$2K | 0.29% | 30 |
|
|
2023
Q4 | $302K | Buy |
+1,774
| New | +$302K | 0.3% | 29 |
|