Gold Investment Management’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 | $5.63M | Buy |
19,382
+259
| +1% | +$75.2K | 2.12% | 12 |
|
|
2025
Q1 | $4.69M | Buy |
19,123
+242
| +1% | +$59.4K | 1.98% | 13 |
|
|
2024
Q4 | $4.53M | Sell |
18,881
-305
| -2% | -$73.1K | 1.91% | 14 |
|
|
2024
Q3 | $4.04M | Sell |
19,186
-41
| -0.2% | -$8.64K | 1.69% | 16 |
|
|
2024
Q2 | $3.89M | Sell |
19,227
-70
| -0.4% | -$14.2K | 1.64% | 17 |
|
|
2024
Q1 | $3.87M | Sell |
19,297
-46
| -0.2% | -$9.21K | 1.56% | 18 |
|
|
2023
Q4 | $3.29M | Buy |
+19,343
| New | +$3.29M | 1.41% | 22 |
|