GAG
GM Advisory Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.53M | Buy |
32,866
+3,946
| +14% | +$1.14M | 0.47% | 44 |
|
|
2025
Q1 | $7.09M | Buy |
28,920
+932
| +3% | +$229K | 0.38% | 47 |
|
|
2024
Q4 | $6.71M | Buy |
27,988
+384
| +1% | +$92K | 0.37% | 47 |
|
|
2024
Q3 | $5.82M | Buy |
27,604
+475
| +2% | +$100K | 0.35% | 49 |
|
|
2024
Q2 | $5.49M | Buy |
27,129
+114
| +0.4% | +$23.1K | 0.35% | 47 |
|
|
2024
Q1 | $5.41M | Sell |
27,015
-306
| -1% | -$61.3K | 0.38% | 44 |
|
|
2023
Q4 | $4.65M | Buy |
27,321
+1,081
| +4% | +$184K | 0.35% | 41 |
|
|
2023
Q3 | $3.81M | Buy |
26,240
+194
| +0.7% | +$28.1K | 0.31% | 40 |
|
|
2023
Q2 | $3.79M | Buy |
26,046
+3,101
| +14% | +$451K | 0.31% | 39 |
|
|
2023
Q1 | $2.99M | Sell |
22,945
-8,170
| -26% | -$1.06M | 0.27% | 41 |
|
|
2022
Q4 | $4.17M | Buy |
31,115
+68
| +0.2% | +$9.12K | 0.45% | 30 |
|
|
2022
Q3 | $3.24M | Sell |
31,047
-224
| -0.7% | -$23.4K | 0.41% | 33 |
|
|
2022
Q2 | $3.52M | Sell |
31,271
-2,376
| -7% | -$268K | 0.55% | 32 |
|
|
2022
Q1 | $4.59M | Buy |
33,647
+536
| +2% | +$73.1K | 0.55% | 33 |
|
|
2021
Q4 | $5.24M | Buy |
33,111
+746
| +2% | +$118K | 0.47% | 39 |
|
|
2021
Q3 | $5.3M | Sell |
32,365
-1,427
| -4% | -$234K | 0.53% | 36 |
|
|
2021
Q2 | $5.26M | Sell |
33,792
-753
| -2% | -$117K | 0.54% | 38 |
|
|
2021
Q1 | $5.26M | Sell |
34,545
-500
| -1% | -$76.1K | 0.63% | 29 |
|
|
2020
Q4 | $4.45M | Sell |
35,045
-1,392
| -4% | -$177K | 0.6% | 32 |
|
|
2020
Q3 | $3.51M | Buy |
36,437
+1,062
| +3% | +$102K | 0.54% | 32 |
|
|
2020
Q2 | $3.33M | Buy |
35,375
+3,313
| +10% | +$312K | 0.62% | 29 |
|
|
2020
Q1 | $2.89M | Buy |
32,062
+22,506
| +236% | +$2.03M | 0.79% | 22 |
|
|
2019
Q4 | $1.33M | Sell |
9,556
-3,261
| -25% | -$455K | 0.41% | 25 |
|
|
2019
Q3 | $1.51M | Sell |
12,817
-1,500
| -10% | -$176K | 0.47% | 28 |
|
|
2019
Q2 | $1.6M | Sell |
14,317
-795
| -5% | -$88.9K | 0.5% | 32 |
|
|
2019
Q1 | $1.53M | Buy |
15,112
+250
| +2% | +$25.3K | 0.5% | 33 |
|
|
2018
Q4 | $1.45M | Hold |
14,862
| – | – | 0.54% | 30 |
|
|
2018
Q3 | $1.68M | Sell |
14,862
-750
| -5% | -$84.6K | 0.53% | 32 |
|
|
2018
Q2 | $1.63M | Hold |
15,612
| – | – | 0.48% | 32 |
|
|
2018
Q1 | $1.72M | Buy |
15,612
+650
| +4% | +$71.5K | 0.52% | 31 |
|
|
2017
Q4 | $1.6M | Buy |
14,962
+5,051
| +51% | +$540K | 0.44% | 34 |
|
|
2017
Q3 | $947K | Sell |
9,911
-250
| -2% | -$23.9K | 0.29% | 45 |
|
|
2017
Q2 | $929K | Hold |
10,161
| – | – | 0.29% | 43 |
|
|
2017
Q1 | $893K | Hold |
10,161
| – | – | 0.31% | 45 |
|
|
2016
Q4 | $877K | Sell |
10,161
-325
| -3% | -$28.1K | 0.31% | 45 |
|
|
2016
Q3 | $698K | Hold |
10,486
| – | – | 0.26% | 39 |
|
|
2016
Q2 | $652K | Buy |
+10,486
| New | +$652K | 0.24% | 38 |
|
|
2016
Q1 | – | Sell |
-10,786
| Closed | -$712K | – | 51 |
|
|
2015
Q4 | $712K | Buy |
+10,786
| New | +$712K | 0.36% | 31 |
|