GAM
Gould Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Sell |
5,701
-304
| -5% | -$88.1K | 0.32% | 42 |
|
|
2025
Q1 | $1.47M | Buy |
6,005
+44
| +0.7% | +$10.8K | 0.3% | 42 |
|
|
2024
Q4 | $1.43M | Buy |
5,961
+110
| +2% | +$26.4K | 0.3% | 44 |
|
|
2024
Q3 | $1.23M | Sell |
5,851
-375
| -6% | -$79.1K | 0.26% | 48 |
|
|
2024
Q2 | $1.26M | Hold |
6,226
| – | – | 0.29% | 45 |
|
|
2024
Q1 | $1.25M | Hold |
6,226
| – | – | 0.3% | 41 |
|
|
2023
Q4 | $1.06M | Sell |
6,226
-360
| -5% | -$61.2K | 0.27% | 43 |
|
|
2023
Q3 | $955K | Buy |
6,586
+26
| +0.4% | +$3.77K | 0.27% | 40 |
|
|
2023
Q2 | $954K | Hold |
6,560
| – | – | 0.27% | 40 |
|
|
2023
Q1 | $855K | Sell |
6,560
-20
| -0.3% | -$2.61K | 0.24% | 45 |
|
|
2022
Q4 | $882K | Buy |
6,580
+75
| +1% | +$10.1K | 0.27% | 47 |
|
|
2022
Q3 | $680K | Buy |
6,505
+2,320
| +55% | +$243K | 0.23% | 49 |
|
|
2022
Q2 | $471K | Sell |
4,185
-1,876
| -31% | -$211K | 0.15% | 76 |
|
|
2022
Q1 | $826K | Buy |
6,061
+1,045
| +21% | +$142K | 0.24% | 43 |
|
|
2021
Q4 | $794K | Buy |
5,016
+1,470
| +41% | +$233K | 0.22% | 48 |
|
|
2021
Q3 | $580K | Buy |
3,546
+1,080
| +44% | +$177K | 0.18% | 59 |
|
|
2021
Q2 | $384K | Buy |
2,466
+400
| +19% | +$62.3K | 0.11% | 96 |
|
|
2021
Q1 | $315K | Sell |
2,066
-700
| -25% | -$107K | 0.1% | 105 |
|
|
2020
Q4 | $351K | Hold |
2,766
| – | – | 0.11% | 99 |
|
|
2020
Q3 | $266K | Buy |
+2,766
| New | +$266K | 0.09% | 101 |
|
|
2020
Q1 | – | Sell |
-1,807
| Closed | -$252K | – | 138 |
|
|
2019
Q4 | $252K | Sell |
1,807
-500
| -22% | -$69.7K | 0.08% | 120 |
|
|
2019
Q3 | $272K | Hold |
2,307
| – | – | 0.1% | 112 |
|
|
2019
Q2 | $258K | Sell |
2,307
-500
| -18% | -$55.9K | 0.09% | 114 |
|
|
2019
Q1 | $284K | Buy |
2,807
+200
| +8% | +$20.2K | 0.11% | 106 |
|
|
2018
Q4 | $254K | Buy |
2,607
+300
| +13% | +$29.2K | 0.11% | 103 |
|
|
2018
Q3 | $260K | Buy |
2,307
+171
| +8% | +$19.3K | 0.1% | 114 |
|
|
2018
Q2 | $223K | Buy |
+2,136
| New | +$223K | 0.1% | 123 |
|
|
2017
Q4 | – | Sell |
-2,236
| Closed | -$214K | – | 143 |
|
|
2017
Q3 | $214K | Sell |
2,236
-500
| -18% | -$47.9K | 0.1% | 126 |
|
|
2017
Q2 | $250K | Hold |
2,736
| – | – | 0.12% | 100 |
|
|
2017
Q1 | $240K | Buy |
+2,736
| New | +$240K | 0.12% | 100 |
|