Gries Financial’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 | $1.93M | Sell |
6,674
-1,197
| -15% | -$347K | 0.35% | 61 |
|
|
2025
Q1 | $1.93M | Buy |
7,871
+837
| +12% | +$205K | 0.37% | 55 |
|
|
2024
Q4 | $1.69M | Buy |
7,034
+647
| +10% | +$155K | 0.3% | 78 |
|
|
2024
Q3 | $1.35M | Buy |
6,387
+2,645
| +71% | +$558K | 0.25% | 97 |
|
|
2024
Q2 | $757K | Sell |
3,742
-3,923
| -51% | -$793K | 0.16% | 122 |
|
|
2024
Q1 | $1.54M | Buy |
7,665
+3,457
| +82% | +$692K | 0.26% | 103 |
|
|
2023
Q4 | $716K | Sell |
4,208
-1,910
| -31% | -$325K | 0.16% | 110 |
|
|
2023
Q3 | $887K | Sell |
6,118
-10,819
| -64% | -$1.57M | 0.24% | 90 |
|
|
2023
Q2 | $2.46M | Sell |
16,937
-974
| -5% | -$142K | 0.68% | 36 |
|
|
2023
Q1 | $2.33M | Sell |
17,911
-13,761
| -43% | -$1.79M | 0.69% | 43 |
|
|
2022
Q4 | $4.25M | Buy |
31,672
+8,410
| +36% | +$1.13M | 1.41% | 12 |
|
|
2022
Q3 | $2.43M | Buy |
23,262
+8,554
| +58% | +$894K | 1.03% | 22 |
|
|
2022
Q2 | $1.66M | Buy |
14,708
+290
| +2% | +$32.7K | 0.79% | 41 |
|
|
2022
Q1 | $1.97M | Buy |
14,418
+3,237
| +29% | +$441K | 0.72% | 37 |
|
|
2021
Q4 | $1.77M | Sell |
11,181
-8,336
| -43% | -$1.32M | 0.72% | 29 |
|
|
2021
Q3 | $3.2M | Sell |
19,517
-10,481
| -35% | -$1.72M | 1% | 20 |
|
|
2021
Q2 | $4.54M | Sell |
29,998
-166
| -0.6% | -$25.1K | 1.46% | 10 |
|
|
2021
Q1 | $4.87M | Buy |
+30,164
| New | +$4.87M | 1.55% | 10 |
|