Greatmark Investment Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Hold |
5,942
| – | – | 0.22% | 67 |
|
|
2025
Q1 | $1.46M | Sell |
5,942
-225
| -4% | -$55.2K | 0.2% | 64 |
|
|
2024
Q4 | $1.48M | Sell |
6,167
-110
| -2% | -$26.4K | 0.2% | 62 |
|
|
2024
Q3 | $1.32M | Hold |
6,277
| – | – | 0.18% | 64 |
|
|
2024
Q2 | $1.27M | Sell |
6,277
-85
| -1% | -$17.2K | 0.19% | 63 |
|
|
2024
Q1 | $1.27M | Buy |
6,362
+17
| +0.3% | +$3.41K | 0.18% | 65 |
|
|
2023
Q4 | $1.08M | Buy |
6,345
+98
| +2% | +$16.7K | 0.17% | 66 |
|
|
2023
Q3 | $906K | Hold |
6,247
| – | – | 0.16% | 70 |
|
|
2023
Q2 | $909K | Sell |
6,247
-100
| -2% | -$14.5K | 0.15% | 73 |
|
|
2023
Q1 | $827K | Hold |
6,347
| – | – | 0.15% | 75 |
|
|
2022
Q4 | $851K | Buy |
6,347
+470
| +8% | +$63K | 0.16% | 72 |
|
|
2022
Q3 | $614K | Buy |
5,877
+115
| +2% | +$12K | 0.12% | 80 |
|
|
2022
Q2 | $649K | Buy |
5,762
+252
| +5% | +$28.4K | 0.12% | 80 |
|
|
2022
Q1 | $751K | Buy |
5,510
+210
| +4% | +$28.6K | 0.12% | 78 |
|
|
2021
Q4 | $839K | Buy |
5,300
+25
| +0.5% | +$3.96K | 0.14% | 72 |
|
|
2021
Q3 | $863K | Hold |
5,275
| – | – | 0.16% | 70 |
|
|
2021
Q2 | $820K | Sell |
5,275
-164
| -3% | -$25.5K | 0.15% | 75 |
|
|
2021
Q1 | $828K | Sell |
5,439
-1,200
| -18% | -$183K | 0.16% | 71 |
|
|
2020
Q4 | $844K | Buy |
6,639
+489
| +8% | +$62.2K | 0.18% | 65 |
|
|
2020
Q3 | $592K | Sell |
6,150
-70
| -1% | -$6.74K | 0.15% | 74 |
|
|
2020
Q2 | $585K | Buy |
6,220
+1,075
| +21% | +$101K | 0.15% | 72 |
|
|
2020
Q1 | $463K | Buy |
5,145
+500
| +11% | +$45K | 0.15% | 73 |
|
|
2019
Q4 | $648K | Buy |
4,645
+230
| +5% | +$32.1K | 0.16% | 69 |
|
|
2019
Q3 | $520K | Buy |
4,415
+2,405
| +120% | +$283K | 0.14% | 72 |
|
|
2019
Q2 | $225K | Hold |
2,010
| – | – | 0.07% | 108 |
|
|
2019
Q1 | $203K | Buy |
+2,010
| New | +$203K | 0.06% | 116 |
|