GCA
Greenwood Capital Associates’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Buy |
41,114
+219
| +0.5% | +$63.5K | 1.48% | 11 |
|
|
2025
Q1 | $10M | Sell |
40,895
-2,270
| -5% | -$557K | 1.35% | 13 |
|
|
2024
Q4 | $10.3M | Sell |
43,165
-1,195
| -3% | -$286K | 1.35% | 15 |
|
|
2024
Q3 | $9.35M | Sell |
44,360
-8,864
| -17% | -$1.87M | 1.22% | 18 |
|
|
2024
Q2 | $10.8M | Sell |
53,224
-917
| -2% | -$185K | 1.42% | 13 |
|
|
2024
Q1 | $10.8M | Sell |
54,141
-7,105
| -12% | -$1.42M | 1.44% | 12 |
|
|
2023
Q4 | $10.4M | Buy |
61,246
+1,373
| +2% | +$234K | 1.35% | 12 |
|
|
2023
Q3 | $8.68M | Buy |
59,873
+1,007
| +2% | +$146K | 1.26% | 21 |
|
|
2023
Q2 | $8.56M | Sell |
58,866
-12,310
| -17% | -$1.79M | 1.2% | 27 |
|
|
2023
Q1 | $9.27M | Buy |
71,176
+30
| +0% | +$3.91K | 1.33% | 17 |
|
|
2022
Q4 | $9.54M | Sell |
71,146
-3,014
| -4% | -$404K | 1.57% | 15 |
|
|
2022
Q3 | $7.75M | Buy |
74,160
+5,696
| +8% | +$595K | 1.33% | 23 |
|
|
2022
Q2 | $7.71M | Buy |
68,464
+67,897
| +11,975% | +$7.65M | 1.23% | 25 |
|
|
2022
Q1 | $77K | Sell |
567
-66,066
| -99% | -$8.97M | 0.02% | 162 |
|
|
2021
Q4 | $10.6M | Sell |
66,633
-1,054
| -2% | -$167K | 1.49% | 18 |
|
|
2021
Q3 | $11.1M | Sell |
67,687
-46,419
| -41% | -$7.6M | 1.7% | 14 |
|
|
2021
Q2 | $17.7M | Sell |
114,106
-7,143
| -6% | -$1.11M | 2.68% | 3 |
|
|
2021
Q1 | $18.5M | Sell |
121,249
-10,367
| -8% | -$1.58M | 2.9% | 2 |
|
|
2020
Q4 | $16.7M | Buy |
131,616
+4,569
| +4% | +$581K | 2.81% | 3 |
|
|
2020
Q3 | $12.2M | Buy |
127,047
+3,593
| +3% | +$346K | 2.38% | 7 |
|
|
2020
Q2 | $11.6M | Buy |
123,454
+10,617
| +9% | +$999K | 2.65% | 5 |
|
|
2020
Q1 | $10.2M | Buy |
112,837
+20,877
| +23% | +$1.88M | 2.98% | 6 |
|
|
2019
Q4 | $12.8M | Sell |
91,960
-1,386
| -1% | -$193K | 2.7% | 5 |
|
|
2019
Q3 | $11M | Buy |
93,346
+8,846
| +10% | +$1.04M | 2.67% | 5 |
|
|
2019
Q2 | $9.45M | Buy |
84,500
+23,583
| +39% | +$2.64M | 2.38% | 8 |
|
|
2019
Q1 | $6.17M | Buy |
60,917
+1,840
| +3% | +$186K | 1.58% | 21 |
|
|
2018
Q4 | $5.77M | Buy |
59,077
+4,702
| +9% | +$459K | 1.51% | 26 |
|
|
2018
Q3 | $6.14M | Sell |
54,375
-525
| -1% | -$59.2K | 1.34% | 31 |
|
|
2018
Q2 | $5.72M | Buy |
54,900
+2,364
| +4% | +$246K | 1.32% | 33 |
|
|
2018
Q1 | $5.78M | Sell |
52,536
-861
| -2% | -$94.7K | 1.41% | 26 |
|
|
2017
Q4 | $5.71M | Sell |
53,397
-526
| -1% | -$56.2K | 1.33% | 22 |
|
|
2017
Q3 | $5.15M | Sell |
53,923
-1,026
| -2% | -$98K | 1.28% | 24 |
|
|
2017
Q2 | $5.02M | Buy |
54,949
+202
| +0.4% | +$18.5K | 1.31% | 23 |
|
|
2017
Q1 | $4.81M | Sell |
54,747
-2,148
| -4% | -$189K | 1.26% | 21 |
|
|
2016
Q4 | $4.91M | Sell |
56,895
-1,786
| -3% | -$154K | 1.39% | 17 |
|
|
2016
Q3 | $3.91M | Buy |
58,681
+612
| +1% | +$40.8K | 1.19% | 26 |
|
|
2016
Q2 | $3.61M | Sell |
58,069
-1,387
| -2% | -$86.2K | 1.11% | 32 |
|
|
2016
Q1 | $3.52M | Sell |
59,456
-2,406
| -4% | -$142K | 1.11% | 36 |
|
|
2015
Q4 | $4.09M | Sell |
61,862
-426
| -0.7% | -$28.1K | 1.32% | 27 |
|
|
2015
Q3 | $3.8M | Sell |
62,288
-2,482
| -4% | -$151K | 1.35% | 28 |
|
|
2015
Q2 | $4.39M | Sell |
64,770
-1,731
| -3% | -$117K | 1.33% | 26 |
|
|
2015
Q1 | $4.03M | Sell |
66,501
-559
| -0.8% | -$33.9K | 1.15% | 34 |
|
|
2014
Q4 | $4.2M | Sell |
67,060
-446
| -0.7% | -$27.9K | 1.22% | 32 |
|
|
2014
Q3 | $4.07M | Sell |
67,506
-14,030
| -17% | -$845K | 1.25% | 32 |
|
|
2014
Q2 | $4.7M | Sell |
81,536
-104
| -0.1% | -$5.99K | 1.46% | 22 |
|
|
2014
Q1 | $4.96M | Sell |
81,640
-6,555
| -7% | -$398K | 1.59% | 14 |
|
|
2013
Q4 | $5.16M | Buy |
88,195
+156
| +0.2% | +$9.12K | 1.6% | 14 |
|
|
2013
Q3 | $4.55M | Buy |
88,039
+27,125
| +45% | +$1.4M | 1.6% | 18 |
|
|
2013
Q2 | $3.22M | Buy |
+60,914
| New | +$3.22M | 1.4% | 24 |
|