GWMIA
Global Wealth Management Investment Advisory’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Sell |
41,999
-1,705
| -4% | -$494K | 2.28% | 11 |
|
|
2025
Q1 | $10.7M | Sell |
43,704
-717
| -2% | -$176K | 2.14% | 13 |
|
|
2024
Q4 | $10.6M | Buy |
44,421
+863
| +2% | +$207K | 2.19% | 11 |
|
|
2024
Q3 | $9.18M | Buy |
43,558
+753
| +2% | +$159K | 1.98% | 14 |
|
|
2024
Q2 | $8.66M | Buy |
42,805
+1,439
| +3% | +$291K | 2.01% | 15 |
|
|
2024
Q1 | $8.29M | Sell |
41,366
-1,933
| -4% | -$387K | 2.03% | 14 |
|
|
2023
Q4 | $7.37M | Sell |
43,299
-369
| -0.8% | -$62.8K | 1.89% | 13 |
|
|
2023
Q3 | $6.33M | Buy |
43,668
+489
| +1% | +$70.9K | 1.77% | 14 |
|
|
2023
Q2 | $6.28M | Buy |
43,179
+1,095
| +3% | +$159K | 1.72% | 14 |
|
|
2023
Q1 | $5.48M | Buy |
42,084
+1,341
| +3% | +$175K | 1.65% | 15 |
|
|
2022
Q4 | $5.46M | Buy |
40,743
+579
| +1% | +$77.6K | 1.78% | 13 |
|
|
2022
Q3 | $4.2M | Buy |
40,164
+1,571
| +4% | +$164K | 1.5% | 16 |
|
|
2022
Q2 | $4.35M | Buy |
38,593
+6,475
| +20% | +$729K | 1.47% | 18 |
|
|
2022
Q1 | $4.38M | Buy |
32,118
+982
| +3% | +$134K | 1.3% | 19 |
|
|
2021
Q4 | $4.93M | Buy |
31,136
+538
| +2% | +$85.2K | 1.48% | 18 |
|
|
2021
Q3 | $5.01M | Buy |
30,598
+1,706
| +6% | +$279K | 1.59% | 18 |
|
|
2021
Q2 | $4.49M | Buy |
28,892
+605
| +2% | +$94.1K | 1.5% | 18 |
|
|
2021
Q1 | $4.31M | Sell |
28,287
-1,433
| -5% | -$218K | 1.55% | 17 |
|
|
2020
Q4 | $3.78M | Buy |
29,720
+377
| +1% | +$47.9K | 1.46% | 19 |
|
|
2020
Q3 | $2.83M | Buy |
29,343
+3,221
| +12% | +$310K | 1.22% | 26 |
|
|
2020
Q2 | $2.46M | Buy |
26,122
+2,193
| +9% | +$206K | 1.05% | 32 |
|
|
2020
Q1 | $2.15M | Buy |
23,929
+6,735
| +39% | +$606K | 1.09% | 29 |
|
|
2019
Q4 | $2.4M | Sell |
17,194
-726
| -4% | -$101K | 1.01% | 31 |
|
|
2019
Q3 | $2.11M | Buy |
17,920
+579
| +3% | +$68.1K | 0.96% | 35 |
|
|
2019
Q2 | $1.94M | Buy |
17,341
+1,084
| +7% | +$121K | 0.94% | 34 |
|
|
2019
Q1 | $1.65M | Buy |
16,257
+1,641
| +11% | +$166K | 0.85% | 42 |
|
|
2018
Q4 | $1.43M | Buy |
+14,616
| New | +$1.43M | 0.83% | 48 |
|