GPWA
Great Point Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.39M | Sell |
5,665
-147
| -3% | -$36.1K | 0.3% | 36 |
|
|
2024
Q4 | $1.39M | Hold |
5,812
| – | – | 0.3% | 36 |
|
|
2024
Q3 | $1.23M | Buy |
5,812
+122
| +2% | +$25.7K | 0.26% | 40 |
|
|
2024
Q2 | $1.15M | Buy |
5,690
+48
| +0.9% | +$9.71K | 0.26% | 40 |
|
|
2024
Q1 | $1.13M | Hold |
5,642
| – | – | 0.26% | 40 |
|
|
2023
Q4 | $960K | Hold |
5,642
| – | – | 0.25% | 43 |
|
|
2023
Q3 | $818K | Sell |
5,642
-18
| -0.3% | -$2.61K | 0.25% | 44 |
|
|
2023
Q2 | $823K | Buy |
5,660
+109
| +2% | +$15.9K | 0.25% | 42 |
|
|
2023
Q1 | $723K | Hold |
5,551
| – | – | 0.23% | 42 |
|
|
2022
Q4 | $744K | Sell |
5,551
-100
| -2% | -$13.4K | 0.25% | 43 |
|
|
2022
Q3 | $590K | Sell |
5,651
-200
| -3% | -$20.9K | 0.22% | 44 |
|
|
2022
Q2 | $659K | Buy |
5,851
+710
| +14% | +$80K | 0.23% | 42 |
|
|
2022
Q1 | $701K | Hold |
5,141
| – | – | 0.22% | 33 |
|
|
2021
Q4 | $814K | Hold |
5,141
| – | – | 0.25% | 29 |
|
|
2021
Q3 | $841K | Hold |
5,141
| – | – | 0.29% | 29 |
|
|
2021
Q2 | $800K | Hold |
5,141
| – | – | 0.28% | 29 |
|
|
2021
Q1 | $783K | Hold |
5,141
| – | – | 0.3% | 26 |
|
|
2020
Q4 | $653K | Hold |
5,141
| – | – | 0.28% | 30 |
|
|
2020
Q3 | $483K | Hold |
5,141
| – | – | 0.25% | 32 |
|
|
2020
Q2 | $483K | Sell |
5,141
-47
| -0.9% | -$4.42K | 0.25% | 32 |
|
|
2020
Q1 | $467K | Buy |
5,188
+47
| +0.9% | +$4.23K | 0.39% | 30 |
|
|
2019
Q4 | $716K | Hold |
5,141
| – | – | 0.44% | 24 |
|
|
2019
Q3 | $605K | Sell |
5,141
-250
| -5% | -$29.4K | 0.41% | 28 |
|
|
2019
Q2 | $602K | Buy |
5,391
+250
| +5% | +$27.9K | 0.49% | 26 |
|
|
2019
Q1 | $520K | Hold |
5,141
| – | – | 0.44% | 27 |
|
|
2018
Q4 | $501K | Buy |
+5,141
| New | +$501K | 0.47% | 24 |
|