GFPC
Global Financial Private Client’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.82M | Buy |
13,182
+2,105
| +19% | +$610K | 1.43% | 9 |
|
|
2025
Q1 | $2.72M | Buy |
11,077
+1,693
| +18% | +$415K | 1.04% | 16 |
|
|
2024
Q4 | $2.25M | Buy |
9,384
+1,957
| +26% | +$469K | 0.84% | 19 |
|
|
2024
Q3 | $1.57M | Buy |
7,427
+249
| +3% | +$52.5K | 0.61% | 37 |
|
|
2024
Q2 | $1.45M | Sell |
7,178
-54
| -0.7% | -$10.9K | 0.61% | 43 |
|
|
2024
Q1 | $1.44M | Buy |
7,232
+693
| +11% | +$138K | 0.62% | 42 |
|
|
2023
Q4 | $1.11M | Buy |
6,539
+112
| +2% | +$19.1K | 0.52% | 50 |
|
|
2023
Q3 | $924K | Sell |
6,427
-9
| -0.1% | -$1.29K | 0.48% | 53 |
|
|
2023
Q2 | $944K | Sell |
6,436
-23
| -0.4% | -$3.37K | 0.46% | 56 |
|
|
2023
Q1 | $841K | Buy |
6,459
+1,927
| +43% | +$251K | 0.43% | 55 |
|
|
2022
Q4 | $608K | Buy |
4,532
+92
| +2% | +$12.3K | 0.34% | 72 |
|
|
2022
Q3 | $478K | Sell |
4,440
-2
| -0% | -$215 | 0.28% | 83 |
|
|
2022
Q2 | $507K | Buy |
4,442
+1,170
| +36% | +$133K | 0.29% | 80 |
|
|
2022
Q1 | $443K | Buy |
3,272
+600
| +22% | +$81.2K | 0.21% | 99 |
|
|
2021
Q4 | $423K | Buy |
2,672
+359
| +16% | +$56.9K | 0.2% | 98 |
|
|
2021
Q3 | $387K | Sell |
2,313
-583
| -20% | -$97.5K | 0.2% | 104 |
|
|
2021
Q2 | $455K | Sell |
2,896
-1
| -0% | -$157 | 0.25% | 91 |
|
|
2021
Q1 | $445K | Sell |
2,897
-386
| -12% | -$59.3K | 0.32% | 74 |
|
|
2020
Q4 | $417K | Buy |
3,283
+115
| +4% | +$14.6K | 0.33% | 65 |
|
|
2020
Q3 | $307K | Sell |
3,168
-6
| -0.2% | -$582 | 0.27% | 73 |
|
|
2020
Q2 | $296K | Sell |
3,174
-366
| -10% | -$34.1K | 0.26% | 81 |
|
|
2020
Q1 | $299K | Hold |
3,540
| – | – | 0.32% | 74 |
|
|
2019
Q4 | $494K | Buy |
+3,540
| New | +$494K | 0.41% | 61 |
|