Gruss & Co’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 | $290K | Sell |
1,000
-1,000
| -50% | -$290K | 1.36% | 14 |
|
|
2025
Q1 | $491K | Buy |
2,000
+1,000
| +100% | +$245K | 2.14% | 8 |
|
|
2024
Q4 | $240K | Buy |
+1,000
| New | +$240K | 1.02% | 19 |
|
|
2017
Q2 | – | Sell |
-20,000
| Closed | -$1.76M | – | 39 |
|
|
2017
Q1 | $1.76M | Hold |
20,000
| – | – | 1.77% | 17 |
|
|
2016
Q4 | $1.73M | Buy |
+20,000
| New | +$1.73M | 1.88% | 17 |
|