GSWM
Greenup Street Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.89M | Buy |
13,411
+193
| +1% | +$56K | 0.68% | 32 |
|
|
2025
Q1 | $3.24M | Buy |
+13,218
| New | +$3.24M | 0.64% | 31 |
|
|
2023
Q4 | – | Sell |
-9,310
| Closed | -$1.35M | – | 95 |
|
|
2023
Q3 | $1.35M | Buy |
9,310
+2,008
| +27% | +$291K | 0.44% | 41 |
|
|
2023
Q2 | $1.06M | Sell |
7,302
-76
| -1% | -$11.1K | 0.29% | 56 |
|
|
2023
Q1 | $961K | Buy |
7,378
+109
| +1% | +$14.2K | 0.34% | 45 |
|
|
2022
Q4 | $975K | Sell |
7,269
-834
| -10% | -$112K | 0.41% | 51 |
|
|
2022
Q3 | $847K | Sell |
8,103
-1,202
| -13% | -$126K | 0.38% | 49 |
|
|
2022
Q2 | $1.05M | Buy |
+9,305
| New | +$1.05M | 0.49% | 45 |
|