GFG
Goldstone Financial Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.81M | Buy |
19,622
+735
| +4% | +$218K | 0.77% | 38 |
|
|
2025
Q1 | $4.63M | Buy |
18,887
+680
| +4% | +$167K | 0.7% | 37 |
|
|
2024
Q4 | $4.36M | Sell |
18,207
-435
| -2% | -$104K | 0.68% | 39 |
|
|
2024
Q3 | $3.93M | Buy |
18,642
+483
| +3% | +$102K | 0.68% | 37 |
|
|
2024
Q2 | $3.67M | Sell |
18,159
-40
| -0.2% | -$8.09K | 0.74% | 35 |
|
|
2024
Q1 | $3.65M | Sell |
18,199
-97
| -0.5% | -$19.4K | 0.84% | 32 |
|
|
2023
Q4 | $3.11M | Buy |
18,296
+127
| +0.7% | +$21.6K | 0.8% | 32 |
|
|
2023
Q3 | $2.63M | Sell |
18,169
-372
| -2% | -$53.9K | 0.78% | 31 |
|
|
2023
Q2 | $2.7M | Buy |
18,541
+2,015
| +12% | +$293K | 0.79% | 29 |
|
|
2023
Q1 | $2.15M | Buy |
+16,526
| New | +$2.15M | 0.71% | 28 |
|