Glassman Wealth Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,083
| Closed | -$1.2M | – | 1020 |
|
|
2023
Q4 | $1.2M | Buy |
7,083
+274
| +4% | +$46.6K | 0.17% | 45 |
|
|
2023
Q3 | $987K | Buy |
6,809
+47
| +0.7% | +$6.82K | 0.16% | 43 |
|
|
2023
Q2 | $983K | Sell |
6,762
-319
| -5% | -$46.4K | 0.16% | 43 |
|
|
2023
Q1 | $923K | Buy |
7,081
+217
| +3% | +$28.3K | 0.16% | 41 |
|
|
2022
Q4 | $920K | Buy |
6,864
+739
| +12% | +$99.1K | 0.17% | 43 |
|
|
2022
Q3 | $640K | Buy |
6,125
+370
| +6% | +$38.7K | 0.14% | 52 |
|
|
2022
Q2 | $648K | Buy |
5,755
+422
| +8% | +$47.5K | 0.13% | 56 |
|
|
2022
Q1 | $727K | Sell |
5,333
-71
| -1% | -$9.68K | 0.13% | 62 |
|
|
2021
Q4 | $856K | Buy |
5,404
+418
| +8% | +$66.2K | 0.16% | 50 |
|
|
2021
Q3 | $816K | Buy |
4,986
+514
| +11% | +$84.1K | 0.17% | 50 |
|
|
2021
Q2 | $696K | Sell |
4,472
-181
| -4% | -$28.2K | 0.15% | 54 |
|
|
2021
Q1 | $708K | Sell |
4,653
-85
| -2% | -$12.9K | 0.15% | 58 |
|
|
2020
Q4 | $602K | Buy |
4,738
+157
| +3% | +$19.9K | 0.14% | 64 |
|
|
2020
Q3 | $441K | Buy |
4,581
+271
| +6% | +$26.1K | 0.12% | 72 |
|
|
2020
Q2 | $405K | Buy |
4,310
+159
| +4% | +$14.9K | 0.13% | 73 |
|
|
2020
Q1 | $374K | Buy |
4,151
+206
| +5% | +$18.6K | 0.14% | 69 |
|
|
2019
Q4 | $550K | Buy |
3,945
+292
| +8% | +$40.7K | 0.21% | 64 |
|
|
2019
Q3 | $430K | Sell |
3,653
-98
| -3% | -$11.5K | 0.17% | 67 |
|
|
2019
Q2 | $419K | Buy |
3,751
+246
| +7% | +$27.5K | 0.17% | 69 |
|
|
2019
Q1 | $355K | Buy |
3,505
+871
| +33% | +$88.2K | 0.15% | 76 |
|
|
2018
Q4 | $257K | Buy |
2,634
+12
| +0.5% | +$1.17K | 0.14% | 85 |
|
|
2018
Q3 | $296K | Sell |
2,622
-7
| -0.3% | -$790 | 0.14% | 82 |
|
|
2018
Q2 | $274K | Buy |
2,629
+5
| +0.2% | +$521 | 0.14% | 72 |
|
|
2018
Q1 | $289K | Sell |
2,624
-300
| -10% | -$33K | 0.18% | 62 |
|
|
2017
Q4 | $313K | Buy |
2,924
+86
| +3% | +$9.21K | 0.19% | 56 |
|
|
2017
Q3 | $271K | Sell |
2,838
-889
| -24% | -$84.9K | 0.18% | 62 |
|
|
2017
Q2 | $341K | Buy |
3,727
+265
| +8% | +$24.2K | 0.22% | 51 |
|
|
2017
Q1 | $304K | Sell |
3,462
-24
| -0.7% | -$2.11K | 0.21% | 51 |
|
|
2016
Q4 | $301K | Buy |
3,486
+431
| +14% | +$37.2K | 0.21% | 48 |
|
|
2016
Q3 | $203K | Sell |
3,055
-285
| -9% | -$18.9K | 0.17% | 59 |
|
|
2016
Q2 | $208K | Hold |
3,340
| – | – | 0.18% | 53 |
|
|
2016
Q1 | $198K | Hold |
3,340
| – | – | 0.18% | 58 |
|
|
2015
Q4 | $221K | Sell |
3,340
-445
| -12% | -$29.4K | 0.2% | 62 |
|
|
2015
Q3 | $231K | Hold |
3,785
| – | – | 0.21% | 55 |
|
|
2015
Q2 | $256K | Hold |
3,785
| – | – | 0.21% | 51 |
|
|
2015
Q1 | $229K | Hold |
3,785
| – | – | 0.18% | 54 |
|
|
2014
Q4 | $237K | Buy |
+3,785
| New | +$237K | 0.17% | 59 |
|