Gould Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Sell |
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|
2025
Q1 | $1.47M | Buy |
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|
2024
Q4 | $1.43M | Buy |
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|
2024
Q3 | $1.23M | Sell |
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|
2024
Q2 | $1.26M | Hold |
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|
2024
Q1 | $1.25M | Hold |
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|
2023
Q4 | $1.06M | Sell |
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|
2023
Q3 | $955K | Buy |
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|
2023
Q2 | $954K | Hold |
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|
2023
Q1 | $855K | Sell |
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|
2022
Q4 | $882K | Buy |
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|
2022
Q3 | $680K | Buy |
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|
2022
Q2 | $471K | Sell |
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|
2022
Q1 | $826K | Buy |
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|
2021
Q4 | $794K | Buy |
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|
2021
Q3 | $580K | Buy |
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|
2021
Q2 | $384K | Buy |
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|
2021
Q1 | $315K | Sell |
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|
2020
Q4 | $351K | Hold |
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|
2020
Q3 | $266K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $252K | Sell |
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|
2019
Q3 | $272K | Hold |
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|
2019
Q2 | $258K | Sell |
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|
2019
Q1 | $284K | Buy |
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|
2018
Q4 | $254K | Buy |
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|
2018
Q3 | $260K | Buy |
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|
2018
Q2 | $223K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $214K | Sell |
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|
2017
Q2 | $250K | Hold |
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|
2017
Q1 | $240K | Buy |
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