Greenwood Gearhart’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 | $19.7M | Buy |
68,123
+1,451
| +2% | +$421K | 1.23% | 28 |
|
|
2025
Q1 | $16.4M | Sell |
66,672
-1,426
| -2% | -$350K | 1.13% | 27 |
|
|
2024
Q4 | $16.3M | Buy |
68,098
+3,251
| +5% | +$779K | 1.13% | 27 |
|
|
2024
Q3 | $13.7M | Sell |
64,847
-16,116
| -20% | -$3.4M | 1.14% | 29 |
|
|
2024
Q2 | $16.4M | Sell |
80,963
-554
| -0.7% | -$112K | 1.54% | 23 |
|
|
2024
Q1 | $16.3M | Sell |
81,517
-11,892
| -13% | -$2.38M | 1.59% | 23 |
|
|
2023
Q4 | $15.9M | Sell |
93,409
-1,142
| -1% | -$194K | 1.69% | 18 |
|
|
2023
Q3 | $13.7M | Buy |
94,551
+1,315
| +1% | +$191K | 1.62% | 21 |
|
|
2023
Q2 | $13.6M | Buy |
93,236
+3,591
| +4% | +$522K | 1.58% | 20 |
|
|
2023
Q1 | $11.7M | Buy |
89,645
+3,301
| +4% | +$430K | 1.49% | 28 |
|
|
2022
Q4 | $11.6M | Buy |
86,344
+3,593
| +4% | +$482K | 1.64% | 24 |
|
|
2022
Q3 | $8.65M | Buy |
82,751
+5,210
| +7% | +$544K | 1.37% | 31 |
|
|
2022
Q2 | $8.73M | Buy |
77,541
+4,701
| +6% | +$529K | 1.39% | 32 |
|
|
2022
Q1 | $9.93M | Buy |
72,840
+4,058
| +6% | +$553K | 1.36% | 34 |
|
|
2021
Q4 | $10.9M | Buy |
68,782
+5,137
| +8% | +$813K | 1.5% | 28 |
|
|
2021
Q3 | $10.4M | Buy |
63,645
+3,125
| +5% | +$512K | 1.61% | 26 |
|
|
2021
Q2 | $9.41M | Buy |
60,520
+2,652
| +5% | +$412K | 1.52% | 30 |
|
|
2021
Q1 | $8.81M | Buy |
57,868
+292
| +0.5% | +$44.5K | 1.57% | 29 |
|
|
2020
Q4 | $7.32M | Buy |
57,576
+4,751
| +9% | +$604K | 1.42% | 31 |
|
|
2020
Q3 | $5.09M | Buy |
52,825
+769
| +1% | +$74K | 1.18% | 38 |
|
|
2020
Q2 | $4.9M | Buy |
+52,056
| New | +$4.9M | 1.29% | 35 |
|
|
2020
Q1 | – | Sell |
-1,830
| Closed | -$255K | – | 70 |
|
|
2019
Q4 | $255K | Sell |
1,830
-40
| -2% | -$5.57K | 0.07% | 62 |
|
|
2019
Q3 | $220K | Sell |
1,870
-1,600
| -46% | -$188K | 0.06% | 65 |
|
|
2019
Q2 | $388K | Buy |
+3,470
| New | +$388K | 0.1% | 62 |
|
|
2013
Q3 | – | Sell |
-70,109
| Closed | -$3.7M | – | 53 |
|
|
2013
Q2 | $3.7M | Buy |
+70,109
| New | +$3.7M | 2.27% | 15 |
|