Gleason Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.46M | Buy |
10,577
+66
| +0.6% | +$20.5K | 0.3% | 24 |
|
|
2026
Q1 | $3.09M | Sell |
10,511
-1,687
| -14% | -$512K | 0.31% | 24 |
|
|
2025
Q4 | $3.93M | Buy |
12,198
+47
| +0.4% | +$14.6K | 0.39% | 22 |
|
|
2025
Q3 | $3.83M | Sell |
12,151
-5
| -0% | -$1.49K | 0.39% | 22 |
|
|
2025
Q2 | $3.52M | Sell |
12,156
-1,143
| -9% | -$292K | 0.38% | 23 |
|
|
2025
Q1 | $3.26M | Sell |
13,299
-133
| -1% | -$33.9K | 0.59% | 19 |
|
|
2024
Q4 | $3.22M | Sell |
13,432
-763
| -5% | -$178K | 0.57% | 17 |
|
|
2024
Q3 | $2.99M | Sell |
14,195
-103
| -0.7% | -$21.7K | 0.55% | 20 |
|
|
2024
Q2 | $2.89M | Sell |
14,298
-1,185
| -8% | -$232K | 0.59% | 18 |
|
|
2024
Q1 | $3.1M | Sell |
15,483
-420
| -3% | -$75.8K | 0.65% | 18 |
|
|
2023
Q4 | $2.71M | Buy |
15,903
+116
| +0.7% | +$17.6K | 0.62% | 18 |
|
|
2023
Q3 | $2.29M | Sell |
15,787
-102
| -0.6% | -$15.3K | 0.6% | 18 |
|
|
2023
Q2 | $2.31M | Buy |
15,889
+35
| +0.2% | +$4.81K | 0.6% | 18 |
|
|
2023
Q1 | $2.07M | Buy |
15,854
+168
| +1% | +$23K | 0.59% | 19 |
|
|
2022
Q4 | $2.1M | Buy |
15,686
+125
| +0.8% | +$15.8K | 0.66% | 21 |
|
|
2022
Q3 | $1.63M | Buy |
15,561
+273
| +2% | +$31.3K | 0.56% | 15 |
|
|
2022
Q2 | $1.72M | Buy |
15,288
+126
| +0.8% | +$15.6K | 0.59% | 15 |
|
|
2022
Q1 | $2.07M | Buy |
15,162
+252
| +2% | +$37.2K | 0.61% | 15 |
|
|
2021
Q4 | $2.36M | Buy |
14,910
+87
| +0.6% | +$14.3K | 0.77% | 14 |
|
|
2021
Q3 | $2.43M | Buy |
14,823
+286
| +2% | +$44.8K | 0.88% | 15 |
|
|
2021
Q2 | $2.26M | Buy |
14,537
+84
| +0.6% | +$13.2K | 0.82% | 14 |
|
|
2021
Q1 | $2.2M | Buy |
14,453
+200
| +1% | +$28.8K | 0.87% | 15 |
|
|
2020
Q4 | $1.81M | Buy |
14,253
+87
| +0.6% | +$9.72K | 0.87% | 16 |
|
|
2020
Q3 | $1.36M | Sell |
14,166
-1,423
| -9% | -$140K | 0.79% | 16 |
|
|
2020
Q2 | $1.47M | Buy |
15,589
+137
| +0.9% | +$13K | 0.91% | 16 |
|
|
2020
Q1 | $1.39M | Sell |
15,452
-4,883
| -24% | -$593K | 1.1% | 15 |
|
|
2019
Q4 | $2.83M | Buy |
+20,335
| New | +$2.61M | 1.69% | 10 |
|
Other funds holding JPM
CRM
CNB
SP
DLA
AAMU
P