GSIS
Global Strategic Investment Solutions’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $784K | Buy |
2,703
+86
| +3% | +$24.9K | 0.08% | 83 |
|
|
2025
Q1 | $642K | Sell |
2,617
-264
| -9% | -$64.8K | 0.07% | 87 |
|
|
2024
Q4 | $691K | Buy |
2,881
+302
| +12% | +$72.4K | 0.08% | 91 |
|
|
2024
Q3 | $544K | Buy |
2,579
+208
| +9% | +$43.9K | 0.06% | 94 |
|
|
2024
Q2 | $480K | Sell |
2,371
-396
| -14% | -$80.1K | 0.06% | 99 |
|
|
2024
Q1 | $554K | Buy |
2,767
+583
| +27% | +$117K | 0.06% | 92 |
|
|
2023
Q4 | $372K | Buy |
2,184
+132
| +6% | +$22.5K | 0.05% | 105 |
|
|
2023
Q3 | $298K | Buy |
2,052
+245
| +14% | +$35.5K | 0.04% | 119 |
|
|
2023
Q2 | $263K | Buy |
1,807
+4
| +0.2% | +$582 | 0.03% | 124 |
|
|
2023
Q1 | $235K | Buy |
1,803
+29
| +2% | +$3.78K | 0.03% | 122 |
|
|
2022
Q4 | $238K | Buy |
+1,774
| New | +$238K | 0.02% | 117 |
|
|
2022
Q2 | – | Sell |
-2,453
| Closed | -$334K | – | 132 |
|
|
2022
Q1 | $334K | Buy |
2,453
+551
| +29% | +$75K | 0.02% | 100 |
|
|
2021
Q4 | $301K | Sell |
1,902
-2,615
| -58% | -$414K | 0.05% | 107 |
|
|
2021
Q3 | $739K | Buy |
4,517
+466
| +12% | +$76.2K | 0.12% | 59 |
|
|
2021
Q2 | $630K | Buy |
4,051
+519
| +15% | +$80.7K | 0.11% | 64 |
|
|
2021
Q1 | $538K | Buy |
+3,532
| New | +$538K | 0.1% | 75 |
|