GG
Gofen & Glossberg’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $102M | Sell |
761,830
-621
| -0.1% | -$83.3K | 2.63% | 5 |
|
|
2022
Q3 | $79.7M | Buy |
762,451
+850
| +0.1% | +$88.8K | 2.25% | 7 |
|
|
2022
Q2 | $85.8M | Buy |
761,601
+6,660
| +0.9% | +$750K | 2.28% | 7 |
|
|
2022
Q1 | $103M | Buy |
754,941
+1,584
| +0.2% | +$216K | 2.35% | 6 |
|
|
2021
Q4 | $119M | Sell |
753,357
-6,736
| -0.9% | -$1.07M | 2.58% | 5 |
|
|
2021
Q3 | $124M | Sell |
760,093
-4,754
| -0.6% | -$778K | 2.92% | 4 |
|
|
2021
Q2 | $119M | Sell |
764,847
-1,762
| -0.2% | -$274K | 2.83% | 4 |
|
|
2021
Q1 | $117M | Buy |
766,609
+2,146
| +0.3% | +$327K | 2.99% | 4 |
|
|
2020
Q4 | $97.1M | Sell |
764,463
-2,418
| -0.3% | -$307K | 2.66% | 4 |
|
|
2020
Q3 | $73.8M | Sell |
766,881
-1,571
| -0.2% | -$151K | 2.27% | 6 |
|
|
2020
Q2 | $72.3M | Sell |
768,452
-2,586
| -0.3% | -$243K | 2.42% | 6 |
|
|
2020
Q1 | $69.4M | Sell |
771,038
-6,905
| -0.9% | -$622K | 2.72% | 6 |
|
|
2019
Q4 | $108M | Sell |
777,943
-6,427
| -0.8% | -$896K | 3.45% | 3 |
|
|
2019
Q3 | $92.3M | Sell |
784,370
-2,900
| -0.4% | -$341K | 3.11% | 2 |
|
|
2019
Q2 | $88M | Sell |
787,270
-5,545
| -0.7% | -$620K | 3.01% | 3 |
|
|
2019
Q1 | $80.3M | Sell |
792,815
-10,754
| -1% | -$1.09M | 2.84% | 3 |
|
|
2018
Q4 | $78.4M | Sell |
803,569
-2,857
| -0.4% | -$279K | 3.1% | 2 |
|
|
2018
Q3 | $91M | Sell |
806,426
-5,221
| -0.6% | -$589K | 3.12% | 2 |
|
|
2018
Q2 | $84.6M | Sell |
811,647
-1,379
| -0.2% | -$144K | 3.14% | 2 |
|
|
2018
Q1 | $89.4M | Sell |
813,026
-16,144
| -2% | -$1.78M | 3.35% | 1 |
|
|
2017
Q4 | $88.7M | Sell |
829,170
-9,768
| -1% | -$1.04M | 3.17% | 1 |
|
|
2017
Q3 | $80.1M | Sell |
838,938
-4,491
| -0.5% | -$429K | 2.97% | 1 |
|
|
2017
Q2 | $77.1M | Sell |
843,429
-5,101
| -0.6% | -$466K | 2.93% | 1 |
|
|
2017
Q1 | $74.5M | Sell |
848,530
-4,854
| -0.6% | -$426K | 2.92% | 1 |
|
|
2016
Q4 | $73.6M | Sell |
853,384
-12,665
| -1% | -$1.09M | 3.01% | 1 |
|
|
2016
Q3 | $57.7M | Buy |
866,049
+1,441
| +0.2% | +$96K | 2.39% | 4 |
|
|
2016
Q2 | $53.7M | Sell |
864,608
-22,682
| -3% | -$1.41M | 2.25% | 6 |
|
|
2016
Q1 | $52.5M | Buy |
887,290
+13,613
| +2% | +$806K | 2.24% | 6 |
|
|
2015
Q4 | $57.7M | Buy |
873,677
+2,557
| +0.3% | +$169K | 2.5% | 2 |
|
|
2015
Q3 | $53.1M | Sell |
871,120
-5,523
| -0.6% | -$337K | 2.42% | 3 |
|
|
2015
Q2 | $59.4M | Buy |
876,643
+7,149
| +0.8% | +$484K | 2.51% | 2 |
|
|
2015
Q1 | $52.7M | Sell |
869,494
-8,226
| -0.9% | -$498K | 2.27% | 5 |
|
|
2014
Q4 | $54.9M | Buy |
877,720
+3,855
| +0.4% | +$241K | 2.36% | 5 |
|
|
2014
Q3 | $52.6M | Sell |
873,865
-639
| -0.1% | -$38.5K | 2.33% | 5 |
|
|
2014
Q2 | $50.4M | Buy |
874,504
+11,367
| +1% | +$655K | 2.22% | 5 |
|
|
2014
Q1 | $49M | Buy |
863,137
+23,128
| +3% | +$1.31M | 2.29% | 5 |
|
|
2013
Q4 | $49.1M | Buy |
840,009
+1,297
| +0.2% | +$75.8K | 2.3% | 6 |
|
|
2013
Q3 | $43.4M | Sell |
838,712
-7,717
| -0.9% | -$399K | 2.23% | 6 |
|
|
2013
Q2 | $44.7M | Buy |
+846,429
| New | +$44.7M | 2.42% | 5 |
|