GLOBALT Investments’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.6M | Sell |
71,113
-3,417
| -5% | -$991K | 0.79% | 24 |
|
|
2025
Q1 | $18.3M | Sell |
74,530
-212
| -0.3% | -$52K | 0.75% | 21 |
|
|
2024
Q4 | $17.9M | Sell |
74,742
-1,129
| -1% | -$271K | 0.69% | 22 |
|
|
2024
Q3 | $16M | Sell |
75,871
-312
| -0.4% | -$65.8K | 0.6% | 22 |
|
|
2024
Q2 | $15.4M | Sell |
76,183
-1,015
| -1% | -$205K | 0.62% | 24 |
|
|
2024
Q1 | $15.5M | Sell |
77,198
-799
| -1% | -$160K | 0.62% | 23 |
|
|
2023
Q4 | $13.3M | Buy |
+77,997
| New | +$13.3M | 0.55% | 23 |
|