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Gordian Advisors’s JPMorgan Chase JPM Stock Holding History

Gordian Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$501K Hold
1,727
– – 0.36% 19
2025
Q1 		$424K Hold
1,727
– – 0.34% 24
2024
Q4 		$414K Sell
1,727
-75
-4% -$18K 0.33% 23
2024
Q3 		$380K Buy
+1,802
New +$380K 0.3% 23