GA
Greytown Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $422K | Sell |
2,084
-459
| -18% | -$92.8K | 0.25% | 44 |
|
|
2024
Q1 | $509K | Sell |
2,543
-328
| -11% | -$65.7K | 0.29% | 42 |
|
|
2023
Q4 | $488K | Sell |
2,871
-635
| -18% | -$108K | 0.26% | 43 |
|
|
2023
Q3 | $509K | Sell |
3,506
-10,351
| -75% | -$1.5M | 0.28% | 40 |
|
|
2023
Q2 | $2.02M | Sell |
13,857
-5,757
| -29% | -$837K | 1.1% | 17 |
|
|
2023
Q1 | $2.56M | Sell |
19,614
-2,386
| -11% | -$311K | 1.32% | 16 |
|
|
2022
Q4 | $2.95M | Buy |
22,000
+446
| +2% | +$59.8K | 1.6% | 16 |
|
|
2022
Q3 | $2.25M | Sell |
21,554
-274
| -1% | -$28.6K | 1.36% | 16 |
|
|
2022
Q2 | $2.46M | Buy |
21,828
+90
| +0.4% | +$10.1K | 1.39% | 17 |
|
|
2022
Q1 | $2.96M | Buy |
21,738
+5,481
| +34% | +$747K | 1.43% | 15 |
|
|
2021
Q4 | $2.57M | Buy |
16,257
+159
| +1% | +$25.2K | 1.09% | 19 |
|
|
2021
Q3 | $2.64M | Buy |
16,098
+7,280
| +83% | +$1.19M | 1.17% | 18 |
|
|
2021
Q2 | $1.37M | Buy |
8,818
+1,929
| +28% | +$300K | 0.66% | 22 |
|
|
2021
Q1 | $1.05M | Buy |
6,889
+706
| +11% | +$108K | 0.52% | 25 |
|
|
2020
Q4 | $786K | Sell |
6,183
-1,264
| -17% | -$161K | 0.54% | 29 |
|
|
2020
Q3 | $717K | Buy |
7,447
+1,803
| +32% | +$174K | 0.59% | 27 |
|
|
2020
Q2 | $531K | Sell |
5,644
-1,477
| -21% | -$139K | 0.49% | 29 |
|
|
2020
Q1 | $641K | Sell |
7,121
-2,280
| -24% | -$205K | 0.63% | 35 |
|
|
2019
Q4 | $1.31M | Hold |
9,401
| – | – | 0.93% | 18 |
|
|
2019
Q3 | $1.11M | Buy |
9,401
+1,196
| +15% | +$141K | 0.82% | 19 |
|
|
2019
Q2 | $917K | Buy |
8,205
+4,094
| +100% | +$458K | 0.65% | 27 |
|
|
2019
Q1 | $416K | Sell |
4,111
-5,132
| -56% | -$519K | 0.3% | 56 |
|
|
2018
Q4 | $902K | Buy |
9,243
+131
| +1% | +$12.8K | 0.65% | 30 |
|
|
2018
Q3 | $1.03M | Sell |
9,112
-949
| -9% | -$107K | 0.68% | 28 |
|
|
2018
Q2 | $1.05M | Buy |
+10,061
| New | +$1.05M | 0.49% | 39 |
|