Gray Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.23M | Buy |
9,316
+186
| +2% | +$44.6K | 0.85% | 29 |
|
|
2024
Q3 | $1.93M | Buy |
9,130
+1,677
| +23% | +$354K | 0.76% | 31 |
|
|
2024
Q2 | $1.51M | Buy |
7,453
+473
| +7% | +$95.7K | 0.65% | 37 |
|
|
2024
Q1 | $1.4M | Buy |
6,980
+530
| +8% | +$106K | 0.62% | 37 |
|
|
2023
Q4 | $1.1M | Sell |
6,450
-516
| -7% | -$87.8K | 0.53% | 38 |
|
|
2023
Q3 | $1.01M | Sell |
6,966
-342
| -5% | -$49.6K | 0.52% | 39 |
|
|
2023
Q2 | $1.06M | Sell |
7,308
-45
| -0.6% | -$6.55K | 0.53% | 40 |
|
|
2023
Q1 | $958K | Buy |
7,353
+887
| +14% | +$116K | 0.52% | 40 |
|
|
2022
Q4 | $867K | Buy |
6,466
+424
| +7% | +$56.9K | 0.5% | 42 |
|
|
2022
Q3 | $631K | Buy |
6,042
+215
| +4% | +$22.5K | 0.4% | 49 |
|
|
2022
Q2 | $656K | Buy |
5,827
+109
| +2% | +$12.3K | 0.4% | 49 |
|
|
2022
Q1 | $780K | Buy |
5,718
+550
| +11% | +$75K | 0.4% | 48 |
|
|
2021
Q4 | $818K | Buy |
5,168
+150
| +3% | +$23.7K | 0.41% | 46 |
|
|
2021
Q3 | $821K | Buy |
5,018
+41
| +0.8% | +$6.71K | 0.46% | 42 |
|
|
2021
Q2 | $774K | Sell |
4,977
-63
| -1% | -$9.8K | 0.45% | 43 |
|
|
2021
Q1 | $767K | Buy |
5,040
+533
| +12% | +$81.1K | 0.49% | 38 |
|
|
2020
Q4 | $576K | Buy |
4,507
+120
| +3% | +$15.3K | 0.39% | 45 |
|
|
2020
Q3 | $421K | Sell |
4,387
-90
| -2% | -$8.64K | 0.33% | 53 |
|
|
2020
Q2 | $423K | Buy |
4,477
+922
| +26% | +$87.1K | 0.37% | 55 |
|
|
2020
Q1 | $320K | Buy |
+3,555
| New | +$320K | 0.35% | 56 |
|