GCA
Gradient Capital Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.04M | Buy |
24,274
+245
| +1% | +$71K | 2.08% | 12 |
|
|
2025
Q1 | $5.89M | Sell |
24,029
-284
| -1% | -$69.7K | 1.92% | 13 |
|
|
2024
Q4 | $5.83M | Sell |
24,313
-836
| -3% | -$200K | 1.88% | 14 |
|
|
2024
Q3 | $5.3M | Sell |
25,149
-326
| -1% | -$68.7K | 1.76% | 16 |
|
|
2024
Q2 | $5.15M | Buy |
25,475
+308
| +1% | +$62.3K | 1.84% | 13 |
|
|
2024
Q1 | $5.04M | Sell |
25,167
-95
| -0.4% | -$19K | 1.85% | 13 |
|
|
2023
Q4 | $4.3M | Sell |
25,262
-113
| -0.4% | -$19.2K | 1.64% | 17 |
|
|
2023
Q3 | $3.68M | Buy |
25,375
+734
| +3% | +$106K | 1.54% | 17 |
|
|
2023
Q2 | $3.58M | Sell |
24,641
-168
| -0.7% | -$24.4K | 1.44% | 18 |
|
|
2023
Q1 | $3.23M | Sell |
24,809
-276
| -1% | -$36K | 1.37% | 19 |
|
|
2022
Q4 | $3.36M | Sell |
25,085
-10
| -0% | -$1.34K | 1.53% | 16 |
|
|
2022
Q3 | $2.62M | Buy |
25,095
+1,676
| +7% | +$175K | 1.25% | 20 |
|
|
2022
Q2 | $2.64M | Sell |
23,419
-180
| -0.8% | -$20.3K | 1.27% | 21 |
|
|
2022
Q1 | $3.22M | Sell |
23,599
-251
| -1% | -$34.2K | 1.36% | 20 |
|
|
2021
Q4 | $3.78M | Buy |
23,850
+516
| +2% | +$81.7K | 1.57% | 14 |
|
|
2021
Q3 | $3.82M | Buy |
23,334
+781
| +3% | +$128K | 1.75% | 12 |
|
|
2021
Q2 | $3.51M | Buy |
22,553
+216
| +1% | +$33.6K | 1.64% | 14 |
|
|
2021
Q1 | $3.4M | Buy |
22,337
+565
| +3% | +$86K | 1.8% | 13 |
|
|
2020
Q4 | $2.77M | Sell |
21,772
-1,139
| -5% | -$145K | 1.58% | 16 |
|
|
2020
Q3 | $2.21M | Buy |
22,911
+2,800
| +14% | +$270K | 1.38% | 22 |
|
|
2020
Q2 | $1.89M | Buy |
20,111
+1,419
| +8% | +$133K | 1.28% | 23 |
|
|
2020
Q1 | $1.68M | Buy |
18,692
+1,097
| +6% | +$98.8K | 1.36% | 21 |
|
|
2019
Q4 | $2.45M | Buy |
17,595
+556
| +3% | +$77.5K | 1.71% | 16 |
|
|
2019
Q3 | $2.01M | Buy |
17,039
+213
| +1% | +$25.1K | 1.5% | 20 |
|
|
2019
Q2 | $1.88M | Buy |
16,826
+2,980
| +22% | +$333K | 1.45% | 19 |
|
|
2019
Q1 | $1.4M | Buy |
13,846
+757
| +6% | +$76.7K | 1.12% | 24 |
|
|
2018
Q4 | $1.28M | Buy |
13,089
+693
| +6% | +$67.7K | 1.1% | 23 |
|
|
2018
Q3 | $1.4M | Buy |
12,396
+335
| +3% | +$37.8K | 1.18% | 20 |
|
|
2018
Q2 | $1.26M | Buy |
12,061
+1,645
| +16% | +$171K | 1.17% | 21 |
|
|
2018
Q1 | $1.15M | Buy |
10,416
+47
| +0.5% | +$5.17K | 1.14% | 21 |
|
|
2017
Q4 | $1.11M | Buy |
+10,369
| New | +$1.11M | 1.14% | 21 |
|