GBWM
Granite Bay Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.2M | Sell |
24,843
-42
| -0.2% | -$12.2K | 2.31% | 15 |
|
|
2025
Q1 | $6.1M | Sell |
24,885
-1,633
| -6% | -$401K | 2.12% | 16 |
|
|
2024
Q4 | $6.36M | Buy |
26,518
+588
| +2% | +$141K | 2.36% | 17 |
|
|
2024
Q3 | $5.47M | Buy |
25,930
+2,501
| +11% | +$527K | 3.07% | 13 |
|
|
2024
Q2 | $4.74M | Buy |
23,429
+1,051
| +5% | +$213K | 2.54% | 13 |
|
|
2024
Q1 | $4.48M | Sell |
22,378
-1,302,480
| -98% | -$261M | 2.55% | 13 |
|
|
2023
Q4 | $201M | Buy |
1,324,858
+262,515
| +25% | +$39.8M | 1.8% | 16 |
|
|
2023
Q3 | $159M | Buy |
1,062,343
+1,050,820
| +9,119% | +$157M | 1.56% | 17 |
|
|
2023
Q2 | $1.68M | Buy |
11,523
+2,771
| +32% | +$403K | 1.56% | 14 |
|
|
2023
Q1 | $1.14M | Buy |
+8,752
| New | +$1.14M | 0.8% | 21 |
|