GA
Goldstein Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
4,101
-12
| -0.3% | -$3.48K | 0.16% | 54 |
|
|
2025
Q1 | $1.01M | Sell |
4,113
-331
| -7% | -$81.2K | 0.15% | 57 |
|
|
2024
Q4 | $1.07M | Sell |
4,444
-87
| -2% | -$20.9K | 0.15% | 53 |
|
|
2024
Q3 | $955K | Buy |
4,531
+350
| +8% | +$73.8K | 0.15% | 57 |
|
|
2024
Q2 | $846K | Buy |
4,181
+164
| +4% | +$33.2K | 0.14% | 55 |
|
|
2024
Q1 | $805K | Buy |
4,017
+88
| +2% | +$17.6K | 0.14% | 57 |
|
|
2023
Q4 | $668K | Buy |
3,929
+7
| +0.2% | +$1.19K | 0.11% | 88 |
|
|
2023
Q3 | $569K | Sell |
3,922
-524
| -12% | -$76K | 0.12% | 68 |
|
|
2023
Q2 | $647K | Buy |
4,446
+13
| +0.3% | +$1.89K | 0.14% | 61 |
|
|
2023
Q1 | $578K | Buy |
4,433
+562
| +15% | +$73.2K | 0.13% | 67 |
|
|
2022
Q4 | $519K | Buy |
+3,871
| New | +$519K | 0.13% | 72 |
|