GDP
Great Diamond Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.58M | Buy |
8,904
+5,512
| +163% | +$1.6M | 0.55% | 48 |
|
|
2025
Q1 | $832K | Buy |
3,392
+37
| +1% | +$9.08K | 0.23% | 92 |
|
|
2024
Q4 | $804K | Buy |
3,355
+142
| +4% | +$34K | 0.21% | 93 |
|
|
2024
Q3 | $677K | Sell |
3,213
-1,831
| -36% | -$386K | 0.17% | 103 |
|
|
2024
Q2 | $1.02M | Sell |
5,044
-338
| -6% | -$68.4K | 0.24% | 89 |
|
|
2024
Q1 | $1.08M | Sell |
5,382
-62
| -1% | -$12.4K | 0.25% | 92 |
|
|
2023
Q4 | $926K | Buy |
5,444
+53
| +1% | +$9.02K | 0.23% | 96 |
|
|
2023
Q3 | $782K | Buy |
5,391
+469
| +10% | +$68K | 0.21% | 100 |
|
|
2023
Q2 | $716K | Buy |
4,922
+59
| +1% | +$8.58K | 0.19% | 105 |
|
|
2023
Q1 | $634K | Buy |
4,863
+425
| +10% | +$55.4K | 0.18% | 108 |
|
|
2022
Q4 | $595K | Sell |
4,438
-456
| -9% | -$61.2K | 0.18% | 107 |
|
|
2022
Q3 | $511K | Sell |
4,894
-835
| -15% | -$87.2K | 0.17% | 119 |
|
|
2022
Q2 | $645K | Sell |
5,729
-14,034
| -71% | -$1.58M | 0.21% | 96 |
|
|
2022
Q1 | $2.69M | Sell |
19,763
-1,846
| -9% | -$252K | 0.75% | 39 |
|
|
2021
Q4 | $3.42M | Buy |
21,609
+526
| +2% | +$83.3K | 0.88% | 34 |
|
|
2021
Q3 | $3.45M | Buy |
21,083
+1,363
| +7% | +$223K | 0.95% | 30 |
|
|
2021
Q2 | $3.07M | Buy |
19,720
+362
| +2% | +$56.3K | 0.87% | 33 |
|
|
2021
Q1 | $2.95M | Sell |
19,358
-959
| -5% | -$146K | 0.91% | 30 |
|
|
2020
Q4 | $2.58M | Sell |
20,317
-144
| -0.7% | -$18.3K | 0.82% | 34 |
|
|
2020
Q3 | $1.97M | Buy |
20,461
+755
| +4% | +$72.7K | 0.72% | 39 |
|
|
2020
Q2 | $1.85M | Sell |
19,706
-8,295
| -30% | -$780K | 0.77% | 38 |
|
|
2020
Q1 | $2.52M | Buy |
28,001
+1,436
| +5% | +$129K | 1.3% | 20 |
|
|
2019
Q4 | $3.7M | Buy |
+26,565
| New | +$3.7M | 1.41% | 13 |
|