Glass Jacobson Investment Advisors’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 | $284K | Buy |
980
+758
| +341% | +$220K | 0.11% | 153 |
|
|
2025
Q1 | $53.2K | Hold |
222
| – | – | 0.02% | 366 |
|
|
2024
Q4 | $53.2K | Buy |
222
+65
| +41% | +$15.6K | 0.02% | 366 |
|
|
2024
Q3 | $33.1K | Hold |
157
| – | – | 0.01% | 428 |
|
|
2024
Q2 | $31.8K | Sell |
157
-465
| -75% | -$94.1K | 0.01% | 414 |
|
|
2024
Q1 | $125K | Hold |
622
| – | – | 0.05% | 252 |
|
|
2023
Q4 | $106K | Sell |
622
-2,872
| -82% | -$489K | 0.04% | 260 |
|
|
2023
Q3 | $507K | Buy |
3,494
+182
| +5% | +$26.4K | 0.23% | 116 |
|
|
2023
Q2 | $482K | Buy |
+3,312
| New | +$482K | 0.22% | 121 |
|
|
2022
Q4 | $445K | Buy |
+3,315
| New | +$445K | 0.22% | 126 |
|