GTAM
Global Trust Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
6,104
+1,533
| +34% | +$444K | 0.95% | 21 |
|
|
2025
Q1 | $1.12M | Sell |
4,571
-5,448
| -54% | -$1.34M | 0.68% | 35 |
|
|
2024
Q4 | $2.4M | Sell |
10,019
-10
| -0.1% | -$2.4K | 0.91% | 25 |
|
|
2024
Q3 | $2.11M | Buy |
10,029
+341
| +4% | +$71.9K | 0.78% | 30 |
|
|
2024
Q2 | $1.96M | Sell |
9,688
-260
| -3% | -$52.6K | 0.79% | 31 |
|
|
2024
Q1 | $1.99M | Sell |
9,948
-812
| -8% | -$163K | 0.82% | 32 |
|
|
2023
Q4 | $1.83M | Buy |
10,760
+208
| +2% | +$35.4K | 0.8% | 33 |
|
|
2023
Q3 | $1.53M | Buy |
10,552
+236
| +2% | +$34.2K | 0.73% | 37 |
|
|
2023
Q2 | $1.5M | Sell |
10,316
-168
| -2% | -$24.4K | 0.67% | 44 |
|
|
2023
Q1 | $1.37M | Buy |
10,484
+414
| +4% | +$54K | 0.65% | 46 |
|
|
2022
Q4 | $1.35M | Buy |
10,070
+1,688
| +20% | +$226K | 0.68% | 41 |
|
|
2022
Q3 | $876K | Sell |
8,382
-25
| -0.3% | -$2.61K | 0.46% | 62 |
|
|
2022
Q2 | $947K | Sell |
8,407
-312
| -4% | -$35.1K | 0.47% | 57 |
|
|
2022
Q1 | $1.19M | Buy |
8,719
+660
| +8% | +$90K | 0.49% | 49 |
|
|
2021
Q4 | $1.28M | Sell |
8,059
-400
| -5% | -$63.3K | 0.5% | 50 |
|
|
2021
Q3 | $1.39M | Buy |
8,459
+653
| +8% | +$107K | 0.62% | 40 |
|
|
2021
Q2 | $1.21M | Buy |
7,806
+2,132
| +38% | +$332K | 0.58% | 42 |
|
|
2021
Q1 | $864K | Sell |
5,674
-250
| -4% | -$38.1K | 0.48% | 54 |
|
|
2020
Q4 | $753K | Buy |
5,924
+317
| +6% | +$40.3K | 0.41% | 60 |
|
|
2020
Q3 | $544K | Buy |
5,607
+671
| +14% | +$65.1K | 0.35% | 78 |
|
|
2020
Q2 | $464K | Buy |
+4,936
| New | +$464K | 0.32% | 80 |
|
|
2020
Q1 | – | Sell |
-6,608
| Closed | -$921K | – | 388 |
|
|
2019
Q4 | $921K | Buy |
6,608
+3,908
| +145% | +$545K | 0.55% | 46 |
|
|
2019
Q3 | $318K | Sell |
2,700
-2,618
| -49% | -$308K | 0.21% | 108 |
|
|
2019
Q2 | $33K | Buy |
5,318
+5,068
| +2,027% | +$31.4K | 0.02% | 240 |
|
|
2019
Q1 | $25K | Sell |
250
-4,062
| -94% | -$406K | 0.02% | 243 |
|
|
2018
Q4 | $421K | Buy |
4,312
+4,000
| +1,282% | +$391K | 0.37% | 78 |
|
|
2018
Q3 | $35K | Buy |
312
+62
| +25% | +$6.96K | 0.02% | 232 |
|
|
2018
Q2 | $26K | Sell |
250
-8,635
| -97% | -$898K | 0.02% | 245 |
|
|
2018
Q1 | $977K | Buy |
8,885
+3,120
| +54% | +$343K | 0.77% | 33 |
|
|
2017
Q4 | $616K | Buy |
+5,765
| New | +$616K | 0.44% | 65 |
|