Global Trust Asset Management’s JPMorgan Chase JPM Stock Holding History

Global Trust Asset Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.27M	Sell	7,717 -208	-3%	-$63.1K	0.87%	33
2025 Q4	$2.55M	Buy	7,925 +354	+5%	+$110K	1.01%	29
2025 Q3	$2.39M	Buy	7,571 +1,467	+24%	+$436K	1.08%	20
2025 Q2	$1.77M	Buy	6,104 +1,533	+34%	+$391K	0.95%	21
2025 Q1	$1.12M	Sell	4,571 -5,448	-54%	-$1.39M	0.68%	35
2024 Q4	$2.4M	Sell	10,019 -10	-0.1%	-$2.33K	0.91%	25
2024 Q3	$2.11M	Buy	10,029 +341	+4%	+$71.8K	0.78%	30
2024 Q2	$1.96M	Sell	9,688 -260	-3%	-$50.8K	0.79%	31
2024 Q1	$1.99M	Sell	9,948 -812	-8%	-$147K	0.82%	32
2023 Q4	$1.83M	Buy	10,760 +208	+2%	+$31.5K	0.8%	33
2023 Q3	$1.53M	Buy	10,552 +236	+2%	+$35.4K	0.73%	37
2023 Q2	$1.5M	Sell	10,316 -168	-2%	-$23.1K	0.67%	44
2023 Q1	$1.37M	Buy	10,484 +414	+4%	+$56.7K	0.65%	46
2022 Q4	$1.35M	Buy	10,070 +1,688	+20%	+$214K	0.68%	41
2022 Q3	$876K	Sell	8,382 -25	-0.3%	-$2.87K	0.46%	62
2022 Q2	$947K	Sell	8,407 -312	-4%	-$38.7K	0.47%	57
2022 Q1	$1.19M	Buy	8,719 +660	+8%	+$97.4K	0.49%	49
2021 Q4	$1.28M	Sell	8,059 -400	-5%	-$65.7K	0.5%	50
2021 Q3	$1.39M	Buy	8,459 +653	+8%	+$102K	0.62%	40
2021 Q2	$1.21M	Buy	7,806 +2,132	+38%	+$335K	0.58%	42
2021 Q1	$864K	Sell	5,674 -250	-4%	-$36K	0.48%	54
2020 Q4	$753K	Buy	5,924 +317	+6%	+$35.4K	0.41%	60
2020 Q3	$544K	Buy	5,607 +671	+14%	+$65.9K	0.35%	78
2020 Q2	$464K	Buy	+4,936	New	+$468K	0.32%	80
2020 Q1	–	Sell	-6,608	Closed	-$921K	–	388
2019 Q4	$921K	Buy	6,608 +3,908	+145%	+$501K	0.55%	46
2019 Q3	$318K	Sell	2,700 -2,618	-49%	-$296K	0.21%	108
2019 Q2	$33K	Buy	5,318 +5,068	+2,027%	+$559K	0.02%	240
2019 Q1	$25K	Sell	250 -4,062	-94%	-$418K	0.02%	243
2018 Q4	$421K	Buy	4,312 +4,000	+1,282%	+$426K	0.37%	78
2018 Q3	$35K	Buy	312 +62	+25%	+$7.04K	0.02%	232
2018 Q2	$26K	Sell	250 -8,635	-97%	-$947K	0.02%	245
2018 Q1	$977K	Buy	8,885 +3,120	+54%	+$353K	0.77%	33
2017 Q4	$616K	Buy	+5,765	New	+$584K	0.44%	65