GEA
Glen Eagle Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.9M | Sell |
16,915
-699
| -4% | -$203K | 0.75% | 27 |
|
|
2025
Q1 | $4.32M | Buy |
17,614
+313
| +2% | +$76.8K | 0.72% | 29 |
|
|
2024
Q4 | $4.15M | Buy |
17,301
+479
| +3% | +$115K | 0.69% | 32 |
|
|
2024
Q3 | $3.55M | Buy |
16,822
+236
| +1% | +$49.8K | 0.6% | 37 |
|
|
2024
Q2 | $3.35M | Sell |
16,586
-2,563
| -13% | -$518K | 0.61% | 35 |
|
|
2024
Q1 | $3.84M | Buy |
19,149
+39
| +0.2% | +$7.81K | 0.73% | 31 |
|
|
2023
Q4 | $3.25M | Sell |
19,110
-1,269
| -6% | -$216K | 0.68% | 34 |
|
|
2023
Q3 | $2.96M | Sell |
20,379
-153
| -0.7% | -$22.2K | 0.69% | 31 |
|
|
2023
Q2 | $2.98M | Buy |
20,532
+1,254
| +7% | +$182K | 0.69% | 34 |
|
|
2023
Q1 | $2.51M | Sell |
19,278
-2,470
| -11% | -$322K | 0.63% | 39 |
|
|
2022
Q4 | $2.92M | Sell |
21,748
-503
| -2% | -$67.5K | 0.8% | 33 |
|
|
2022
Q3 | $2.33M | Sell |
22,251
-4,512
| -17% | -$471K | 0.68% | 36 |
|
|
2022
Q2 | $3.01M | Sell |
26,763
-1,039
| -4% | -$117K | 0.82% | 28 |
|
|
2022
Q1 | $3.79M | Buy |
27,802
+887
| +3% | +$121K | 0.99% | 22 |
|
|
2021
Q4 | $4.26M | Buy |
26,915
+1,957
| +8% | +$310K | 1.11% | 17 |
|
|
2021
Q3 | $4.09M | Buy |
24,958
+4,385
| +21% | +$718K | 1.18% | 16 |
|
|
2021
Q2 | $3.2M | Buy |
20,573
+2,226
| +12% | +$346K | 0.99% | 20 |
|
|
2021
Q1 | $2.8M | Buy |
18,347
+282
| +2% | +$43.1K | 0.98% | 20 |
|
|
2020
Q4 | $2.3M | Sell |
18,065
-729
| -4% | -$92.6K | 0.9% | 24 |
|
|
2020
Q3 | $1.81M | Buy |
18,794
+477
| +3% | +$45.9K | 0.81% | 30 |
|
|
2020
Q2 | $1.72M | Buy |
18,317
+247
| +1% | +$23.2K | 0.88% | 27 |
|
|
2020
Q1 | $1.63M | Sell |
18,070
-7,629
| -30% | -$687K | 1.14% | 21 |
|
|
2019
Q4 | $3.58M | Buy |
25,699
+3,655
| +17% | +$510K | 1.91% | 7 |
|
|
2019
Q3 | $2.6M | Buy |
22,044
+1,093
| +5% | +$129K | 1.72% | 9 |
|
|
2019
Q2 | $2.34M | Buy |
20,951
+159
| +0.8% | +$17.8K | 1.6% | 11 |
|
|
2019
Q1 | $2.1M | Buy |
20,792
+1,220
| +6% | +$124K | 1.53% | 14 |
|
|
2018
Q4 | $1.9M | Sell |
19,572
-227
| -1% | -$22K | 1.6% | 12 |
|
|
2018
Q3 | $2.23M | Buy |
19,799
+960
| +5% | +$108K | 1.6% | 13 |
|
|
2018
Q2 | $1.96M | Buy |
18,839
+921
| +5% | +$96K | 1.54% | 13 |
|
|
2018
Q1 | $1.97M | Buy |
17,918
+824
| +5% | +$90.6K | 1.63% | 11 |
|
|
2017
Q4 | $1.83M | Buy |
17,094
+1,409
| +9% | +$151K | 1.59% | 11 |
|
|
2017
Q3 | $1.5M | Sell |
15,685
-9,803
| -38% | -$936K | 1.4% | 13 |
|
|
2017
Q2 | $2.33M | Buy |
25,488
+1,813
| +8% | +$166K | 1.86% | 9 |
|
|
2017
Q1 | $2.1M | Buy |
23,675
+632
| +3% | +$56.1K | 1.81% | 8 |
|
|
2016
Q4 | $1.99M | Buy |
+23,043
| New | +$1.99M | 1.79% | 8 |
|