Gladstone Institutional Advisory’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.1M | Buy |
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|
2025
Q1 | $19.6M | Sell |
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|
2024
Q4 | $19.7M | Buy |
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|
2024
Q3 | $17.1M | Sell |
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|
2024
Q2 | $25.1M | Buy |
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|
2024
Q1 | $23.2M | Sell |
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|
2023
Q4 | $22.2M | Buy |
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|
2023
Q3 | $17.3M | Buy |
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|
2023
Q2 | $11.6M | Buy |
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|
2023
Q1 | $9.19M | Buy |
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|
2022
Q4 | $7.82M | Sell |
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|
2022
Q3 | $6.4M | Buy |
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|
2022
Q2 | $6.61M | Buy |
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|
2022
Q1 | $7.59M | Buy |
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|
2021
Q4 | $7.25M | Buy |
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|
2021
Q3 | $5.97M | Buy |
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|
2021
Q2 | $3.99M | Buy |
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|
2021
Q1 | $2.7M | Buy |
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|
2020
Q4 | $553K | Sell |
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|
2020
Q3 | $456K | Buy |
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|
2020
Q2 | $413K | Sell |
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|
2020
Q1 | $660K | Buy |
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|
2019
Q4 | $795K | Buy |
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|
2019
Q3 | $619K | Sell |
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|
2019
Q2 | $676K | Buy |
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|
2019
Q1 | $372K | Sell |
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|
2018
Q4 | $495K | Buy |
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