GLA
Good Life Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.24M | Buy |
18,075
+7
| +0% | +$2.03K | 0.33% | 64 |
|
|
2025
Q1 | $4.43M | Sell |
18,068
-400
| -2% | -$98.1K | 0.31% | 72 |
|
|
2024
Q4 | $4.43M | Sell |
18,468
-867
| -4% | -$208K | 0.32% | 63 |
|
|
2024
Q3 | $4.08M | Buy |
19,335
+1,348
| +7% | +$284K | 0.25% | 83 |
|
|
2024
Q2 | $3.64M | Buy |
17,987
+160
| +0.9% | +$32.4K | 0.3% | 69 |
|
|
2024
Q1 | $3.57M | Buy |
17,827
+2
| +0% | +$401 | 0.32% | 65 |
|
|
2023
Q4 | $3.03M | Buy |
17,825
+344
| +2% | +$58.5K | 0.3% | 64 |
|
|
2023
Q3 | $2.54M | Sell |
17,481
-12,175
| -41% | -$1.77M | 0.29% | 74 |
|
|
2023
Q2 | $4.31M | Buy |
29,656
+186
| +0.6% | +$27.1K | 0.49% | 42 |
|
|
2023
Q1 | $3.84M | Buy |
29,470
+1,109
| +4% | +$145K | 0.49% | 50 |
|
|
2022
Q4 | $3.8M | Buy |
28,361
+829
| +3% | +$111K | 0.53% | 48 |
|
|
2022
Q3 | $2.88M | Sell |
27,532
-6,372
| -19% | -$666K | 0.42% | 55 |
|
|
2022
Q2 | $3.82M | Buy |
33,904
+1,367
| +4% | +$154K | 0.53% | 49 |
|
|
2022
Q1 | $4.44M | Buy |
32,537
+2,088
| +7% | +$285K | 0.55% | 44 |
|
|
2021
Q4 | $4.82M | Sell |
30,449
-140
| -0.5% | -$22.2K | 0.59% | 38 |
|
|
2021
Q3 | $5.01M | Buy |
30,589
+11,873
| +63% | +$1.94M | 0.68% | 35 |
|
|
2021
Q2 | $2.91M | Sell |
18,716
-237
| -1% | -$36.9K | 0.55% | 37 |
|
|
2021
Q1 | $2.89M | Buy |
18,953
+483
| +3% | +$73.5K | 0.58% | 38 |
|
|
2020
Q4 | $2.35M | Sell |
18,470
-503
| -3% | -$63.9K | 0.55% | 38 |
|
|
2020
Q3 | $1.83M | Sell |
18,973
-1,290
| -6% | -$124K | 0.5% | 43 |
|
|
2020
Q2 | $1.91M | Sell |
20,263
-220
| -1% | -$20.7K | 0.57% | 41 |
|
|
2020
Q1 | $1.85M | Buy |
20,483
+1,084
| +6% | +$97.9K | 0.67% | 38 |
|
|
2019
Q4 | $2.72M | Sell |
19,399
-4,944
| -20% | -$692K | 0.77% | 23 |
|
|
2019
Q3 | $2.88M | Sell |
24,343
-729
| -3% | -$86.1K | 0.89% | 20 |
|
|
2019
Q2 | $2.8M | Buy |
25,072
+76
| +0.3% | +$8.49K | 0.8% | 22 |
|
|
2019
Q1 | $2.52M | Sell |
24,996
-33
| -0.1% | -$3.33K | 0.75% | 21 |
|
|
2018
Q4 | $2.44M | Buy |
25,029
+5,012
| +25% | +$489K | 0.79% | 24 |
|
|
2018
Q3 | $2.25M | Buy |
20,017
+1,561
| +8% | +$176K | 0.65% | 32 |
|
|
2018
Q2 | $1.92M | Sell |
18,456
-108
| -0.6% | -$11.2K | 0.61% | 34 |
|
|
2018
Q1 | $2M | Buy |
18,564
+7,186
| +63% | +$776K | 0.68% | 32 |
|
|
2017
Q4 | $1.24M | Sell |
11,378
-369
| -3% | -$40.1K | 0.38% | 47 |
|
|
2017
Q3 | $1.14M | Buy |
11,747
+135
| +1% | +$13.1K | 0.43% | 44 |
|
|
2017
Q2 | $1.08M | Buy |
11,612
+2,552
| +28% | +$238K | 0.47% | 46 |
|
|
2017
Q1 | $779K | Buy |
9,060
+6,030
| +199% | +$518K | 0.37% | 51 |
|
|
2016
Q4 | $263K | Buy |
+3,030
| New | +$263K | 0.15% | 113 |
|