GPS Wealth Strategies Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Sell |
7,122
-51
| -0.7% | -$14.8K | 0.24% | 67 |
|
|
2025
Q1 | $1.76M | Buy |
7,173
+2,718
| +61% | +$667K | 0.24% | 65 |
|
|
2024
Q4 | $1.07M | Sell |
4,455
-690
| -13% | -$165K | 0.14% | 100 |
|
|
2024
Q3 | $1.09M | Buy |
5,145
+879
| +21% | +$185K | 0.14% | 103 |
|
|
2024
Q2 | $863K | Buy |
4,266
+91
| +2% | +$18.4K | 0.13% | 113 |
|
|
2024
Q1 | $836K | Buy |
4,175
+64
| +2% | +$12.8K | 0.14% | 111 |
|
|
2023
Q4 | $699K | Sell |
4,111
-559
| -12% | -$95.1K | 0.13% | 122 |
|
|
2023
Q3 | $677K | Sell |
4,670
-222
| -5% | -$32.2K | 0.13% | 123 |
|
|
2023
Q2 | $711K | Sell |
4,892
-412
| -8% | -$59.9K | 0.13% | 121 |
|
|
2023
Q1 | $691K | Buy |
+5,304
| New | +$691K | 0.14% | 119 |
|
|
2022
Q4 | – | Sell |
-5,161
| Closed | -$539K | – | 639 |
|
|
2022
Q3 | $539K | Sell |
5,161
-223
| -4% | -$23.3K | 0.14% | 116 |
|
|
2022
Q2 | $606K | Buy |
5,384
+537
| +11% | +$60.4K | 0.16% | 112 |
|
|
2022
Q1 | $661K | Buy |
4,847
+108
| +2% | +$14.7K | 0.15% | 93 |
|
|
2021
Q4 | $750K | Sell |
4,739
-72
| -1% | -$11.4K | 0.17% | 84 |
|
|
2021
Q3 | $788K | Sell |
4,811
-16
| -0.3% | -$2.62K | 0.2% | 77 |
|
|
2021
Q2 | $751K | Buy |
4,827
+607
| +14% | +$94.4K | 0.19% | 81 |
|
|
2021
Q1 | $642K | Sell |
4,220
-142
| -3% | -$21.6K | 0.19% | 82 |
|
|
2020
Q4 | $554K | Sell |
4,362
-427
| -9% | -$54.2K | 0.19% | 77 |
|
|
2020
Q3 | $461K | Buy |
+4,789
| New | +$461K | 0.19% | 84 |
|