GLR
Great Lakes Retirement’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.29M | Buy |
28,611
+352
| +1% | +$102K | 0.98% | 28 |
|
|
2025
Q1 | $6.93M | Buy |
28,259
+383
| +1% | +$94K | 0.91% | 32 |
|
|
2024
Q4 | $6.68M | Sell |
27,876
-102
| -0.4% | -$24.5K | 0.86% | 30 |
|
|
2024
Q3 | $5.9M | Buy |
27,978
+192
| +0.7% | +$40.5K | 0.76% | 34 |
|
|
2024
Q2 | $5.62M | Buy |
27,786
+5,417
| +24% | +$1.1M | 0.77% | 34 |
|
|
2024
Q1 | $4.48M | Sell |
22,369
-302
| -1% | -$60.5K | 0.66% | 34 |
|
|
2023
Q4 | $3.86M | Buy |
22,671
+104
| +0.5% | +$17.7K | 0.64% | 34 |
|
|
2023
Q3 | $3.27M | Buy |
22,567
+399
| +2% | +$57.9K | 0.59% | 35 |
|
|
2023
Q2 | $3.22M | Hold |
22,168
| – | – | 0.57% | 37 |
|
|
2023
Q1 | $2.89M | Buy |
22,168
+12,774
| +136% | +$1.66M | 0.54% | 37 |
|
|
2022
Q4 | $1.26M | Buy |
+9,394
| New | +$1.26M | 0.32% | 48 |
|
|
2020
Q1 | $2.17M | Buy |
23,857
+1,642
| +7% | +$150K | 0.99% | 19 |
|
|
2019
Q4 | $3.11M | Buy |
+22,215
| New | +$3.11M | 0.96% | 17 |
|