GM Advisory Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.53M | Buy |
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|
2025
Q1 | $7.09M | Buy |
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|
2024
Q4 | $6.71M | Buy |
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|
2024
Q3 | $5.82M | Buy |
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|
2024
Q2 | $5.49M | Buy |
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|
2024
Q1 | $5.41M | Sell |
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|
2023
Q4 | $4.65M | Buy |
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|
2023
Q3 | $3.81M | Buy |
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|
2023
Q2 | $3.79M | Buy |
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|
2023
Q1 | $2.99M | Sell |
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|
2022
Q4 | $4.17M | Buy |
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|
2022
Q3 | $3.24M | Sell |
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|
2022
Q2 | $3.52M | Sell |
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|
2022
Q1 | $4.59M | Buy |
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|
2021
Q4 | $5.24M | Buy |
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|
2021
Q3 | $5.3M | Sell |
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|
2021
Q2 | $5.26M | Sell |
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|
2021
Q1 | $5.26M | Sell |
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|
2020
Q4 | $4.45M | Sell |
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|
2020
Q3 | $3.51M | Buy |
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|
2020
Q2 | $3.33M | Buy |
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|
2020
Q1 | $2.89M | Buy |
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|
2019
Q4 | $1.33M | Sell |
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|
2019
Q3 | $1.51M | Sell |
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|
2019
Q2 | $1.6M | Sell |
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|
2019
Q1 | $1.53M | Buy |
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|
2018
Q4 | $1.45M | Hold |
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|
2018
Q3 | $1.68M | Sell |
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|
2018
Q2 | $1.63M | Hold |
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|
2018
Q1 | $1.72M | Buy |
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|
2017
Q4 | $1.6M | Buy |
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|
2017
Q3 | $947K | Sell |
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|
2017
Q2 | $929K | Hold |
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|
2017
Q1 | $893K | Hold |
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|
2016
Q4 | $877K | Sell |
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|
2016
Q3 | $698K | Hold |
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|
2016
Q2 | $652K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $712K | Buy |
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