GG
Gleason Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.52M | Sell |
12,156
-1,143
| -9% | -$331K | 0.38% | 23 |
|
|
2025
Q1 | $3.26M | Sell |
13,299
-133
| -1% | -$32.6K | 0.59% | 19 |
|
|
2024
Q4 | $3.22M | Sell |
13,432
-763
| -5% | -$183K | 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% | -$240K | 0.59% | 18 |
|
|
2024
Q1 | $3.1M | Sell |
15,483
-420
| -3% | -$84.1K | 0.65% | 18 |
|
|
2023
Q4 | $2.71M | Buy |
15,903
+116
| +0.7% | +$19.7K | 0.62% | 18 |
|
|
2023
Q3 | $2.29M | Sell |
15,787
-102
| -0.6% | -$14.8K | 0.6% | 18 |
|
|
2023
Q2 | $2.31M | Buy |
15,889
+35
| +0.2% | +$5.09K | 0.6% | 18 |
|
|
2023
Q1 | $2.07M | Buy |
15,854
+168
| +1% | +$21.9K | 0.59% | 19 |
|
|
2022
Q4 | $2.1M | Buy |
15,686
+125
| +0.8% | +$16.8K | 0.66% | 21 |
|
|
2022
Q3 | $1.63M | Buy |
15,561
+273
| +2% | +$28.5K | 0.56% | 15 |
|
|
2022
Q2 | $1.72M | Buy |
15,288
+126
| +0.8% | +$14.2K | 0.59% | 15 |
|
|
2022
Q1 | $2.07M | Buy |
15,162
+252
| +2% | +$34.4K | 0.61% | 15 |
|
|
2021
Q4 | $2.36M | Buy |
14,910
+87
| +0.6% | +$13.8K | 0.77% | 14 |
|
|
2021
Q3 | $2.43M | Buy |
14,823
+286
| +2% | +$46.8K | 0.88% | 15 |
|
|
2021
Q2 | $2.26M | Buy |
14,537
+84
| +0.6% | +$13.1K | 0.82% | 14 |
|
|
2021
Q1 | $2.2M | Buy |
14,453
+200
| +1% | +$30.4K | 0.87% | 15 |
|
|
2020
Q4 | $1.81M | Buy |
14,253
+87
| +0.6% | +$11.1K | 0.87% | 16 |
|
|
2020
Q3 | $1.36M | Sell |
14,166
-1,423
| -9% | -$137K | 0.79% | 16 |
|
|
2020
Q2 | $1.47M | Buy |
15,589
+137
| +0.9% | +$12.9K | 0.91% | 16 |
|
|
2020
Q1 | $1.39M | Sell |
15,452
-4,883
| -24% | -$440K | 1.1% | 15 |
|
|
2019
Q4 | $2.84M | Buy |
+20,335
| New | +$2.84M | 1.69% | 10 |
|