GIA
Gladstone Institutional Advisory’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.1M | Buy |
83,209
+3,314
| +4% | +$961K | 1% | 19 |
|
|
2025
Q1 | $19.6M | Sell |
79,895
-2,336
| -3% | -$573K | 0.91% | 19 |
|
|
2024
Q4 | $19.7M | Buy |
82,231
+1,110
| +1% | +$266K | 0.91% | 23 |
|
|
2024
Q3 | $17.1M | Sell |
81,121
-42,884
| -35% | -$9.04M | 0.84% | 22 |
|
|
2024
Q2 | $25.1M | Buy |
124,005
+7,982
| +7% | +$1.61M | 1.31% | 11 |
|
|
2024
Q1 | $23.2M | Sell |
116,023
-14,558
| -11% | -$2.92M | 1.28% | 12 |
|
|
2023
Q4 | $22.2M | Buy |
130,581
+11,251
| +9% | +$1.91M | 1.25% | 12 |
|
|
2023
Q3 | $17.3M | Buy |
119,330
+39,561
| +50% | +$5.74M | 1.12% | 13 |
|
|
2023
Q2 | $11.6M | Buy |
79,769
+9,278
| +13% | +$1.35M | 0.71% | 21 |
|
|
2023
Q1 | $9.19M | Buy |
70,491
+12,206
| +21% | +$1.59M | 0.59% | 29 |
|
|
2022
Q4 | $7.82M | Sell |
58,285
-3,001
| -5% | -$402K | 0.55% | 29 |
|
|
2022
Q3 | $6.4M | Buy |
61,286
+2,598
| +4% | +$271K | 0.5% | 38 |
|
|
2022
Q2 | $6.61M | Buy |
58,688
+2,976
| +5% | +$335K | 0.52% | 36 |
|
|
2022
Q1 | $7.6M | Buy |
55,712
+9,901
| +22% | +$1.35M | 0.51% | 39 |
|
|
2021
Q4 | $7.25M | Buy |
45,811
+9,327
| +26% | +$1.48M | 0.56% | 39 |
|
|
2021
Q3 | $5.97M | Buy |
36,484
+10,848
| +42% | +$1.78M | 0.58% | 40 |
|
|
2021
Q2 | $3.99M | Buy |
25,636
+7,905
| +45% | +$1.23M | 0.47% | 57 |
|
|
2021
Q1 | $2.7M | Buy |
17,731
+13,381
| +308% | +$2.04M | 0.42% | 60 |
|
|
2020
Q4 | $553K | Sell |
4,350
-389
| -8% | -$49.5K | 0.11% | 154 |
|
|
2020
Q3 | $456K | Buy |
4,739
+351
| +8% | +$33.8K | 0.11% | 153 |
|
|
2020
Q2 | $413K | Sell |
4,388
-2,941
| -40% | -$277K | 0.11% | 146 |
|
|
2020
Q1 | $660K | Buy |
7,329
+1,625
| +28% | +$146K | 0.17% | 119 |
|
|
2019
Q4 | $795K | Buy |
5,704
+442
| +8% | +$61.6K | 0.19% | 101 |
|
|
2019
Q3 | $619K | Sell |
5,262
-782
| -13% | -$92K | 0.16% | 113 |
|
|
2019
Q2 | $676K | Buy |
6,044
+2,372
| +65% | +$265K | 0.21% | 106 |
|
|
2019
Q1 | $372K | Sell |
3,672
-1,400
| -28% | -$142K | 0.14% | 139 |
|
|
2018
Q4 | $495K | Buy |
+5,072
| New | +$495K | 0.29% | 79 |
|