GIM
Greylin Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.14M | Sell |
5,625
-300
| -5% | -$60.7K | 0.19% | 43 |
|
|
2024
Q1 | $1.19M | Sell |
5,925
-50
| -0.8% | -$10K | 0.19% | 44 |
|
|
2023
Q4 | $1.02M | Sell |
5,975
-275
| -4% | -$46.8K | 0.18% | 45 |
|
|
2023
Q3 | $906K | Sell |
6,250
-500
| -7% | -$72.5K | 0.16% | 44 |
|
|
2023
Q2 | $982K | Sell |
6,750
-100
| -1% | -$14.5K | 0.18% | 43 |
|
|
2023
Q1 | $893K | Buy |
6,850
+50
| +0.7% | +$6.52K | 0.16% | 45 |
|
|
2022
Q4 | $912K | Hold |
6,800
| – | – | 0.17% | 42 |
|
|
2022
Q3 | $711K | Hold |
6,800
| – | – | 0.15% | 45 |
|
|
2022
Q2 | $766K | Sell |
6,800
-50
| -0.7% | -$5.63K | 0.15% | 45 |
|
|
2022
Q1 | $934K | Sell |
6,850
-50
| -0.7% | -$6.82K | 0.16% | 42 |
|
|
2021
Q4 | $1.09M | Hold |
6,900
| – | – | 0.21% | 46 |
|
|
2021
Q3 | $1.13M | Sell |
6,900
-50
| -0.7% | -$8.18K | 0.23% | 46 |
|
|
2021
Q2 | $1.08M | Sell |
6,950
-100
| -1% | -$15.6K | 0.21% | 46 |
|
|
2021
Q1 | $1.07M | Sell |
7,050
-375
| -5% | -$57.1K | 0.22% | 47 |
|
|
2020
Q4 | $943K | Sell |
7,425
-455
| -6% | -$57.8K | 0.22% | 46 |
|
|
2020
Q3 | $759K | Sell |
7,880
-3,289
| -29% | -$317K | 0.2% | 45 |
|
|
2020
Q2 | $1.05M | Sell |
11,169
-1,626
| -13% | -$153K | 0.3% | 34 |
|
|
2020
Q1 | $1.15M | Buy |
12,795
+4,320
| +51% | +$389K | 0.36% | 33 |
|
|
2019
Q4 | $1.18M | Sell |
8,475
-100
| -1% | -$13.9K | 0.26% | 38 |
|
|
2019
Q3 | $1.01M | Hold |
8,575
| – | – | 0.24% | 38 |
|
|
2019
Q2 | $959K | Sell |
8,575
-115
| -1% | -$12.9K | 0.22% | 43 |
|
|
2019
Q1 | $880K | Sell |
8,690
-150
| -2% | -$15.2K | 0.2% | 48 |
|
|
2018
Q4 | $863K | Hold |
8,840
| – | – | 0.21% | 43 |
|
|
2018
Q3 | $998K | Sell |
8,840
-600
| -6% | -$67.7K | 0.22% | 44 |
|
|
2018
Q2 | $984K | Sell |
9,440
-2,382
| -20% | -$248K | 0.21% | 45 |
|
|
2018
Q1 | $1.3M | Sell |
11,822
-364
| -3% | -$40K | 0.28% | 36 |
|
|
2017
Q4 | $1.3M | Sell |
12,186
-350
| -3% | -$37.4K | 0.28% | 38 |
|
|
2017
Q3 | $1.2M | Sell |
12,536
-45
| -0.4% | -$4.3K | 0.27% | 40 |
|
|
2017
Q2 | $1.15M | Sell |
12,581
-65
| -0.5% | -$5.94K | 0.27% | 37 |
|
|
2017
Q1 | $1.11M | Sell |
12,646
-850
| -6% | -$74.7K | 0.26% | 39 |
|
|
2016
Q4 | $1.17M | Buy |
13,496
+50
| +0.4% | +$4.32K | 0.28% | 36 |
|
|
2016
Q3 | $895K | Sell |
13,446
-400
| -3% | -$26.6K | 0.22% | 42 |
|
|
2016
Q2 | $860K | Hold |
13,846
| – | – | 0.21% | 41 |
|
|
2016
Q1 | $820K | Sell |
13,846
-450
| -3% | -$26.7K | 0.21% | 38 |
|
|
2015
Q4 | $944K | Sell |
14,296
-100
| -0.7% | -$6.6K | 0.25% | 34 |
|
|
2015
Q3 | $878K | Sell |
14,396
-300
| -2% | -$18.3K | 0.24% | 32 |
|
|
2015
Q2 | $996K | Buy |
14,696
+930
| +7% | +$63K | 0.25% | 32 |
|
|
2015
Q1 | $861K | Sell |
13,766
-1,000
| -7% | -$62.5K | 0.21% | 36 |
|
|
2014
Q4 | $924K | Sell |
14,766
-200
| -1% | -$12.5K | 0.22% | 34 |
|
|
2014
Q3 | $902K | Sell |
14,966
-85
| -0.6% | -$5.12K | 0.22% | 34 |
|
|
2014
Q2 | $867K | Buy |
15,051
+85
| +0.6% | +$4.9K | 0.21% | 35 |
|
|
2014
Q1 | $909K | Buy |
14,966
+900
| +6% | +$54.7K | 0.22% | 36 |
|
|
2013
Q4 | $823K | Buy |
14,066
+1,534
| +12% | +$89.8K | 0.2% | 39 |
|
|
2013
Q3 | $648K | Sell |
12,532
-500
| -4% | -$25.9K | 0.33% | 25 |
|
|
2013
Q2 | $688K | Buy |
+13,032
| New | +$688K | 0.22% | 26 |
|