GIM
Goelzer Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19M | Buy |
65,626
+13,981
| +27% | +$4.05M | 1.04% | 10 |
|
|
2025
Q1 | $12.7M | Sell |
51,645
-540
| -1% | -$132K | 0.73% | 21 |
|
|
2024
Q4 | $12.5M | Sell |
52,185
-281
| -0.5% | -$67.4K | 0.73% | 20 |
|
|
2024
Q3 | $11.1M | Sell |
52,466
-124
| -0.2% | -$26.1K | 0.61% | 26 |
|
|
2024
Q2 | $10.6M | Sell |
52,590
-936
| -2% | -$189K | 0.6% | 24 |
|
|
2024
Q1 | $10.7M | Buy |
53,526
+2,209
| +4% | +$442K | 0.61% | 27 |
|
|
2023
Q4 | $8.73M | Buy |
51,317
+1,640
| +3% | +$279K | 0.56% | 35 |
|
|
2023
Q3 | $7.2M | Sell |
49,677
-1,011
| -2% | -$147K | 0.51% | 41 |
|
|
2023
Q2 | $7.37M | Buy |
50,688
+35
| +0.1% | +$5.09K | 0.62% | 46 |
|
|
2023
Q1 | $6.6M | Buy |
50,653
+1,777
| +4% | +$232K | 0.57% | 52 |
|
|
2022
Q4 | $6.55M | Sell |
48,876
-442
| -0.9% | -$59.3K | 0.56% | 54 |
|
|
2022
Q3 | $5.15M | Sell |
49,318
-12,714
| -20% | -$1.33M | 0.51% | 61 |
|
|
2022
Q2 | $6.99M | Sell |
62,032
-9,975
| -14% | -$1.12M | 0.67% | 40 |
|
|
2022
Q1 | $9.82M | Buy |
72,007
+16,607
| +30% | +$2.26M | 0.85% | 28 |
|
|
2021
Q4 | $8.77M | Buy |
55,400
+26,783
| +94% | +$4.24M | 0.71% | 38 |
|
|
2021
Q3 | $4.68M | Sell |
28,617
-967
| -3% | -$158K | 0.41% | 79 |
|
|
2021
Q2 | $4.6M | Buy |
29,584
+2,631
| +10% | +$409K | 0.38% | 85 |
|
|
2021
Q1 | $4.1M | Sell |
26,953
-15,213
| -36% | -$2.32M | 0.36% | 91 |
|
|
2020
Q4 | $5.36M | Sell |
42,166
-6,837
| -14% | -$869K | 0.49% | 68 |
|
|
2020
Q3 | $4.72M | Sell |
49,003
-608
| -1% | -$58.5K | 0.44% | 68 |
|
|
2020
Q2 | $4.67M | Sell |
49,611
-184
| -0.4% | -$17.3K | 0.45% | 64 |
|
|
2020
Q1 | $4.48M | Sell |
49,795
-334
| -0.7% | -$30.1K | 0.51% | 53 |
|
|
2019
Q4 | $6.99M | Sell |
50,129
-342
| -0.7% | -$47.7K | 0.6% | 52 |
|
|
2019
Q3 | $5.94M | Sell |
50,471
-301
| -0.6% | -$35.4K | 0.54% | 57 |
|
|
2019
Q2 | $5.68M | Buy |
50,772
+1,592
| +3% | +$178K | 0.52% | 61 |
|
|
2019
Q1 | $4.98M | Buy |
49,180
+10,336
| +27% | +$1.05M | 0.47% | 68 |
|
|
2018
Q4 | $3.79M | Buy |
38,844
+247
| +0.6% | +$24.1K | 0.49% | 82 |
|
|
2018
Q3 | $4.36M | Sell |
38,597
-592
| -2% | -$66.8K | 0.49% | 86 |
|
|
2018
Q2 | $4.08M | Sell |
39,189
-3,349
| -8% | -$349K | 0.48% | 90 |
|
|
2018
Q1 | $4.68M | Buy |
42,538
+646
| +2% | +$71K | 0.56% | 78 |
|
|
2017
Q4 | $4.48M | Sell |
41,892
-840
| -2% | -$89.8K | 0.5% | 85 |
|
|
2017
Q3 | $4.08M | Sell |
42,732
-430
| -1% | -$41.1K | 0.48% | 87 |
|
|
2017
Q2 | $3.95M | Sell |
43,162
-170
| -0.4% | -$15.5K | 0.48% | 88 |
|
|
2017
Q1 | $3.81M | Sell |
43,332
-2,601
| -6% | -$228K | 0.47% | 91 |
|
|
2016
Q4 | $3.96M | Sell |
45,933
-3,491
| -7% | -$301K | 0.51% | 86 |
|
|
2016
Q3 | $3.29M | Buy |
49,424
+26,849
| +119% | +$1.79M | 0.44% | 93 |
|
|
2016
Q2 | $1.4M | Buy |
22,575
+319
| +1% | +$19.8K | 0.19% | 142 |
|
|
2016
Q1 | $1.32M | Sell |
22,256
-644
| -3% | -$38.1K | 0.19% | 144 |
|
|
2015
Q4 | $1.51M | Sell |
22,900
-206
| -0.9% | -$13.6K | 0.22% | 137 |
|
|
2015
Q3 | $1.41M | Buy |
23,106
+32
| +0.1% | +$1.95K | 0.22% | 136 |
|
|
2015
Q2 | $1.56M | Sell |
23,074
-100
| -0.4% | -$6.77K | 0.24% | 135 |
|
|
2015
Q1 | $1.4M | Sell |
23,174
-1,624
| -7% | -$98.4K | 0.21% | 134 |
|
|
2014
Q4 | $1.55M | Sell |
24,798
-1,350
| -5% | -$84.5K | 0.23% | 134 |
|
|
2014
Q3 | $1.58M | Sell |
26,148
-25
| -0.1% | -$1.51K | 0.26% | 127 |
|
|
2014
Q2 | $1.51M | Sell |
26,173
-1,960
| -7% | -$113K | 0.25% | 127 |
|
|
2014
Q1 | $1.71M | Buy |
28,133
+1,195
| +4% | +$72.6K | 0.3% | 125 |
|
|
2013
Q4 | $1.58M | Buy |
26,938
+386
| +1% | +$22.6K | 0.29% | 123 |
|
|
2013
Q3 | $1.37M | Sell |
26,552
-27,152
| -51% | -$1.4M | 0.28% | 120 |
|
|
2013
Q2 | $2.84M | Buy |
+53,704
| New | +$2.84M | 0.3% | 123 |
|