GRP
Global Retirement Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.9M | Buy |
+92,725
| New | +$26.9M | 0.67% | 24 |
|
|
2024
Q4 | $21.2M | Buy |
88,252
+16,485
| +23% | +$3.95M | 0.61% | 28 |
|
|
2024
Q3 | $15.1M | Sell |
71,767
-910
| -1% | -$192K | 0.46% | 41 |
|
|
2024
Q2 | $14.7M | Buy |
72,677
+9,763
| +16% | +$1.97M | 0.46% | 41 |
|
|
2024
Q1 | $12.6M | Buy |
62,914
+688
| +1% | +$138K | 0.47% | 40 |
|
|
2023
Q4 | $10.5M | Sell |
62,226
-2,894
| -4% | -$486K | 0.44% | 45 |
|
|
2023
Q3 | $9.33M | Sell |
65,120
-3,516
| -5% | -$504K | 0.47% | 40 |
|
|
2023
Q2 | $9.98M | Buy |
68,636
+5,928
| +9% | +$862K | 0.49% | 38 |
|
|
2023
Q1 | $8.53M | Buy |
62,708
+14,184
| +29% | +$1.93M | 0.45% | 41 |
|
|
2022
Q4 | $6.51M | Buy |
48,524
+3,275
| +7% | +$439K | 0.45% | 42 |
|
|
2022
Q3 | $5.7M | Buy |
45,249
+2,307
| +5% | +$290K | 0.43% | 44 |
|
|
2022
Q2 | $4.84M | Sell |
42,942
-3,626
| -8% | -$408K | 0.39% | 49 |
|
|
2022
Q1 | $5.88M | Buy |
+46,568
| New | +$5.88M | 0.46% | 42 |
|
|
2021
Q4 | – | Sell |
-34,392
| Closed | -$5.63M | – | 1075 |
|
|
2021
Q3 | $5.63M | Buy |
34,392
+1,465
| +4% | +$240K | 0.56% | 35 |
|
|
2021
Q2 | $5.12M | Buy |
32,927
+1,056
| +3% | +$164K | 0.52% | 38 |
|
|
2021
Q1 | $4.85M | Sell |
31,871
-1,298
| -4% | -$198K | 0.57% | 37 |
|
|
2020
Q4 | $4.22M | Buy |
33,169
+2,816
| +9% | +$358K | 0.53% | 43 |
|
|
2020
Q3 | $2.92M | Buy |
30,353
+879
| +3% | +$84.6K | 0.43% | 51 |
|
|
2020
Q2 | $2.77M | Buy |
29,474
+2,320
| +9% | +$218K | 0.44% | 45 |
|
|
2020
Q1 | $2.45M | Sell |
27,154
-971
| -3% | -$87.4K | 0.46% | 47 |
|
|
2019
Q4 | $3.92M | Sell |
28,125
-2,778
| -9% | -$387K | 0.6% | 32 |
|
|
2019
Q3 | $3.64M | Buy |
30,903
+11,942
| +63% | +$1.41M | 0.6% | 33 |
|
|
2019
Q2 | $2.12M | Buy |
18,961
+2,659
| +16% | +$297K | 0.41% | 47 |
|
|
2019
Q1 | $1.65M | Buy |
16,302
+347
| +2% | +$35.1K | 0.4% | 50 |
|
|
2018
Q4 | $1.56M | Sell |
15,955
-2,497
| -14% | -$244K | 0.4% | 54 |
|
|
2018
Q3 | $2.08M | Buy |
18,452
+2,937
| +19% | +$331K | 0.47% | 45 |
|
|
2018
Q2 | $1.62M | Buy |
15,515
+3,008
| +24% | +$313K | 0.41% | 52 |
|
|
2018
Q1 | $1.38M | Buy |
12,507
+1,183
| +10% | +$130K | 0.38% | 49 |
|
|
2017
Q4 | $1.21M | Buy |
11,324
+3,514
| +45% | +$376K | 0.33% | 51 |
|
|
2017
Q3 | $746K | Buy |
7,810
+1,041
| +15% | +$99.4K | 0.31% | 63 |
|
|
2017
Q2 | $619K | Buy |
6,769
+1,336
| +25% | +$122K | 0.29% | 76 |
|
|
2017
Q1 | $477K | Buy |
5,433
+2,981
| +122% | +$262K | 0.27% | 90 |
|
|
2016
Q4 | $212K | Buy |
+2,452
| New | +$212K | 0.14% | 140 |
|