GWM
Gitterman Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $747K | Buy |
2,578
+1,010
| +64% | +$293K | 0.17% | 26 |
|
|
2025
Q1 | $385K | Buy |
1,568
+11
| +0.7% | +$2.7K | 0.1% | 55 |
|
|
2024
Q4 | $373K | Buy |
1,557
+10
| +0.6% | +$2.4K | 0.16% | 56 |
|
|
2024
Q3 | $326K | Hold |
1,547
| – | – | 0.14% | 53 |
|
|
2024
Q2 | $313K | Hold |
1,547
| – | – | 0.12% | 57 |
|
|
2024
Q1 | $310K | Sell |
1,547
-666
| -30% | -$133K | 0.12% | 55 |
|
|
2023
Q4 | $376K | Sell |
2,213
-897
| -29% | -$153K | 0.17% | 37 |
|
|
2023
Q3 | $451K | Sell |
3,110
-39
| -1% | -$5.66K | 0.21% | 23 |
|
|
2023
Q2 | $458K | Hold |
3,149
| – | – | 0.21% | 24 |
|
|
2023
Q1 | $410K | Hold |
3,149
| – | – | 0.2% | 24 |
|
|
2022
Q4 | $422K | Sell |
3,149
-29
| -0.9% | -$3.89K | 0.21% | 26 |
|
|
2022
Q3 | $332K | Buy |
3,178
+138
| +5% | +$14.4K | 0.34% | 35 |
|
|
2022
Q2 | $342K | Sell |
3,040
-1,000
| -25% | -$113K | 0.32% | 38 |
|
|
2022
Q1 | $551K | Buy |
4,040
+541
| +15% | +$73.8K | 0.44% | 28 |
|
|
2021
Q4 | $554K | Sell |
3,499
-142
| -4% | -$22.5K | 0.41% | 32 |
|
|
2021
Q3 | $596K | Hold |
3,641
| – | – | 0.48% | 24 |
|
|
2021
Q2 | $566K | Hold |
3,641
| – | – | 0.46% | 24 |
|
|
2021
Q1 | $554K | Buy |
+3,641
| New | +$554K | 0.36% | 25 |
|