GAM
Grandview Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.29M | Sell |
14,807
-73
| -0.5% | -$21.2K | 1.37% | 16 |
|
|
2025
Q1 | $3.65M | Buy |
14,880
+1,007
| +7% | +$247K | 1.39% | 18 |
|
|
2024
Q4 | $3.33M | Sell |
13,873
-357
| -3% | -$85.6K | 1.22% | 18 |
|
|
2024
Q3 | $3M | Sell |
14,230
-673
| -5% | -$142K | 1.72% | 14 |
|
|
2024
Q2 | $3.01M | Sell |
14,903
-80
| -0.5% | -$16.2K | 1.76% | 15 |
|
|
2024
Q1 | $3M | Buy |
14,983
+202
| +1% | +$40.5K | 1.36% | 16 |
|
|
2023
Q4 | $2.51M | Sell |
14,781
-128
| -0.9% | -$21.8K | 1.32% | 16 |
|
|
2023
Q3 | $2.16M | Sell |
14,909
-4,928
| -25% | -$715K | 1.24% | 20 |
|
|
2023
Q2 | $2.89M | Buy |
19,837
+4,982
| +34% | +$725K | 2.81% | 9 |
|
|
2023
Q1 | $1.94M | Buy |
14,855
+24
| +0.2% | +$3.13K | 1.14% | 21 |
|
|
2022
Q4 | $1.99M | Sell |
14,831
-424
| -3% | -$56.9K | 1.24% | 18 |
|
|
2022
Q3 | $1.59M | Sell |
15,255
-582
| -4% | -$60.8K | 1.01% | 24 |
|
|
2022
Q2 | $1.78M | Sell |
15,837
-603
| -4% | -$67.9K | 1% | 28 |
|
|
2022
Q1 | $2.24M | Buy |
16,440
+2,911
| +22% | +$397K | 0.95% | 28 |
|
|
2021
Q4 | $2.14M | Buy |
13,529
+3,300
| +32% | +$522K | 0.86% | 30 |
|
|
2021
Q3 | $1.67M | Buy |
10,229
+2,076
| +25% | +$340K | 1.72% | 20 |
|
|
2021
Q2 | $1.27M | Buy |
8,153
+1,263
| +18% | +$196K | 0.7% | 38 |
|
|
2021
Q1 | $1.05M | Buy |
6,890
+2,258
| +49% | +$344K | 0.56% | 51 |
|
|
2020
Q4 | $589K | Buy |
+4,632
| New | +$589K | 0.39% | 64 |
|
|
2020
Q1 | – | Sell |
-12,832
| Closed | -$1.81M | – | 48 |
|
|
2019
Q4 | $1.81M | Sell |
12,832
-1,527
| -11% | -$216K | 1.72% | 17 |
|
|
2019
Q3 | $1.66M | Sell |
14,359
-1,883
| -12% | -$218K | 1.5% | 19 |
|
|
2019
Q2 | $1.82M | Sell |
16,242
-2,962
| -15% | -$331K | 1.68% | 15 |
|
|
2019
Q1 | $1.94M | Sell |
19,204
-1,591
| -8% | -$161K | 1.79% | 17 |
|
|
2018
Q4 | $2.03M | Buy |
+20,795
| New | +$2.03M | 2.15% | 12 |
|