GWM
Graybill Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.28M | Buy |
18,200
+150
| +0.8% | +$43.5K | 1.72% | 28 |
|
|
2025
Q1 | $4.43M | Buy |
+18,050
| New | +$4.43M | 1.52% | 31 |
|
|
2024
Q3 | $3.88M | Sell |
18,389
-344
| -2% | -$72.5K | 1.44% | 36 |
|
|
2024
Q2 | $3.79M | Sell |
18,733
-116
| -0.6% | -$23.5K | 1.54% | 34 |
|
|
2024
Q1 | $3.78M | Sell |
18,849
-37
| -0.2% | -$7.41K | 1.59% | 35 |
|
|
2023
Q4 | $3.21M | Buy |
18,886
+167
| +0.9% | +$28.4K | 1.42% | 39 |
|
|
2023
Q3 | $2.71M | Sell |
18,719
-206
| -1% | -$29.9K | 1.32% | 39 |
|
|
2023
Q2 | $2.75M | Sell |
18,925
-55
| -0.3% | -$8K | 1.31% | 41 |
|
|
2023
Q1 | $2.47M | Sell |
18,980
-82
| -0.4% | -$10.7K | 1.26% | 41 |
|
|
2022
Q4 | $2.56M | Buy |
19,062
+158
| +0.8% | +$21.2K | 1.38% | 38 |
|
|
2022
Q3 | $1.98M | Buy |
18,904
+78
| +0.4% | +$8.15K | 1.17% | 42 |
|
|
2022
Q2 | $2.12M | Sell |
18,826
-144
| -0.8% | -$16.2K | 1.17% | 43 |
|
|
2022
Q1 | $2.59M | Buy |
18,970
+498
| +3% | +$67.9K | 1.26% | 40 |
|
|
2021
Q4 | $2.93M | Buy |
18,472
+161
| +0.9% | +$25.5K | 1.33% | 40 |
|
|
2021
Q3 | $3M | Sell |
18,311
-444
| -2% | -$72.7K | 1.48% | 37 |
|
|
2021
Q2 | $2.92M | Buy |
18,755
+99
| +0.5% | +$15.4K | 1.44% | 38 |
|
|
2021
Q1 | $2.84M | Sell |
18,656
-4,585
| -20% | -$698K | 1.5% | 38 |
|
|
2020
Q4 | $2.95M | Buy |
23,241
+22
| +0.1% | +$2.8K | 1.67% | 32 |
|
|
2020
Q3 | $2.24M | Buy |
23,219
+1,520
| +7% | +$146K | 1.46% | 37 |
|
|
2020
Q2 | $2.04M | Buy |
21,699
+153
| +0.7% | +$14.4K | 1.5% | 36 |
|
|
2020
Q1 | $1.94M | Sell |
21,546
-419
| -2% | -$37.7K | 1.71% | 29 |
|
|
2019
Q4 | $3.06M | Sell |
21,965
-553
| -2% | -$77.1K | 1.91% | 30 |
|
|
2019
Q3 | $2.65M | Sell |
22,518
-162
| -0.7% | -$19.1K | 1.79% | 32 |
|
|
2019
Q2 | $2.54M | Buy |
22,680
+172
| +0.8% | +$19.2K | 1.74% | 31 |
|
|
2019
Q1 | $2.28M | Sell |
22,508
-192
| -0.8% | -$19.4K | 1.59% | 35 |
|
|
2018
Q4 | $2.22M | Buy |
22,700
+1,460
| +7% | +$143K | 1.85% | 32 |
|
|
2018
Q3 | $2.4M | Sell |
21,240
-180
| -0.8% | -$20.3K | 1.74% | 33 |
|
|
2018
Q2 | $2.23M | Sell |
21,420
-255
| -1% | -$26.6K | 1.71% | 36 |
|
|
2018
Q1 | $2.38M | Sell |
21,675
-236
| -1% | -$26K | 1.81% | 31 |
|
|
2017
Q4 | $2.34M | Sell |
21,911
-70
| -0.3% | -$7.49K | 1.69% | 36 |
|
|
2017
Q3 | $2.1M | Sell |
21,981
-210
| -0.9% | -$20.1K | 1.55% | 40 |
|
|
2017
Q2 | $2.03M | Buy |
22,191
+322
| +1% | +$29.4K | 1.6% | 35 |
|
|
2017
Q1 | $1.92M | Sell |
21,869
-21,809
| -50% | -$1.92M | 1.52% | 39 |
|
|
2016
Q4 | $3.77M | Buy |
43,678
+730
| +2% | +$63K | 3.22% | 8 |
|
|
2016
Q3 | $2.86M | Sell |
42,948
-750
| -2% | -$49.9K | 2.66% | 17 |
|
|
2016
Q2 | $2.72M | Sell |
43,698
-860
| -2% | -$53.4K | 2.51% | 18 |
|
|
2016
Q1 | $2.64M | Buy |
44,558
+150
| +0.3% | +$8.88K | 2.38% | 23 |
|
|
2015
Q4 | $2.93M | Sell |
44,408
-1,345
| -3% | -$88.8K | 2.53% | 16 |
|
|
2015
Q3 | $2.79M | Buy |
45,753
+375
| +0.8% | +$22.9K | 2.29% | 17 |
|
|
2015
Q2 | $3.08M | Sell |
45,378
-115
| -0.3% | -$7.79K | 2.28% | 16 |
|
|
2015
Q1 | $2.76M | Buy |
45,493
+350
| +0.8% | +$21.2K | 2.07% | 27 |
|
|
2014
Q4 | $2.83M | Buy |
45,143
+550
| +1% | +$34.4K | 2.14% | 23 |
|
|
2014
Q3 | $2.69M | Sell |
44,593
-387
| -0.9% | -$23.3K | 2.06% | 24 |
|
|
2014
Q2 | $2.59M | Buy |
44,980
+317
| +0.7% | +$18.3K | 2% | 28 |
|
|
2014
Q1 | $2.71M | Buy |
44,663
+490
| +1% | +$29.8K | 2.23% | 20 |
|
|
2013
Q4 | $2.58M | Buy |
44,173
+705
| +2% | +$41.2K | 2.26% | 16 |
|
|
2013
Q3 | $2.25M | Buy |
+43,468
| New | +$2.25M | 1.92% | 25 |
|