GVAG
Great Valley Advisor Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.3M | Sell |
101,172
-20,796
| -17% | -$6.03M | 0.65% | 35 |
|
|
2025
Q1 | $29.9M | Sell |
121,968
-26,221
| -18% | -$6.43M | 0.64% | 36 |
|
|
2024
Q4 | $35.5M | Buy |
148,189
+1,128
| +0.8% | +$270K | 0.8% | 25 |
|
|
2024
Q3 | $31M | Buy |
147,061
+10,209
| +7% | +$2.15M | 0.76% | 25 |
|
|
2024
Q2 | $27.7M | Buy |
136,852
+6,710
| +5% | +$1.36M | 0.77% | 23 |
|
|
2024
Q1 | $26.1M | Sell |
130,142
-1,725
| -1% | -$346K | 0.79% | 22 |
|
|
2023
Q4 | $22.4M | Buy |
131,867
+3,962
| +3% | +$674K | 0.79% | 29 |
|
|
2023
Q3 | $18.5M | Buy |
127,905
+8,625
| +7% | +$1.25M | 0.77% | 27 |
|
|
2023
Q2 | $17.3M | Buy |
119,280
+6,145
| +5% | +$894K | 0.73% | 29 |
|
|
2023
Q1 | $14.7M | Buy |
113,135
+14,436
| +15% | +$1.88M | 0.69% | 31 |
|
|
2022
Q4 | $13.2M | Sell |
98,699
-23,196
| -19% | -$3.11M | 0.68% | 34 |
|
|
2022
Q3 | $12.7M | Buy |
121,895
+2,593
| +2% | +$271K | 0.71% | 32 |
|
|
2022
Q2 | $13.4M | Buy |
119,302
+49,891
| +72% | +$5.62M | 0.74% | 30 |
|
|
2022
Q1 | $9.88M | Sell |
69,411
-10,930
| -14% | -$1.56M | 0.58% | 43 |
|
|
2021
Q4 | $12.8M | Buy |
80,341
+18,393
| +30% | +$2.93M | 0.79% | 25 |
|
|
2021
Q3 | $10.1M | Buy |
61,948
+2,399
| +4% | +$393K | 0.7% | 33 |
|
|
2021
Q2 | $9.21M | Buy |
59,549
+2,218
| +4% | +$343K | 0.68% | 35 |
|
|
2021
Q1 | $8.73M | Buy |
57,331
+6,827
| +14% | +$1.04M | 0.84% | 23 |
|
|
2020
Q4 | $6.42M | Buy |
50,504
+4,911
| +11% | +$624K | 0.66% | 32 |
|
|
2020
Q3 | $4.39M | Buy |
45,593
+92
| +0.2% | +$8.86K | 0.54% | 41 |
|
|
2020
Q2 | $4.28M | Buy |
45,501
+10,586
| +30% | +$996K | 0.7% | 32 |
|
|
2020
Q1 | $3.14M | Buy |
34,915
+4,991
| +17% | +$449K | 0.83% | 29 |
|
|
2019
Q4 | $4.17M | Buy |
29,924
+4,603
| +18% | +$642K | 0.93% | 18 |
|
|
2019
Q3 | $2.98M | Sell |
25,321
-17
| -0.1% | -$2K | 0.72% | 32 |
|
|
2019
Q2 | $2.83M | Buy |
+25,338
| New | +$2.83M | 0.71% | 37 |
|
|
2019
Q1 | – | Sell |
-12,467
| Closed | -$1.2M | – | 307 |
|
|
2018
Q4 | $1.2M | Buy |
+12,467
| New | +$1.2M | 0.45% | 59 |
|