Gryphon Financial Partners’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
$9.05M Buy
31,230
+3,383
+12% +$981K 1.18% 17
2025
Q1
$6.83M Sell
27,847
-1,276
-4% -$313K 0.98% 17
2024
Q4
$6.98M Sell
29,123
-946
-3% -$227K 1% 19
2024
Q3
$6.34M Buy
30,069
+1,597
+6% +$337K 0.86% 20
2024
Q2
$5.76M Buy
28,472
+1,674
+6% +$339K 0.86% 21
2024
Q1
$5.37M Buy
26,798
+1,794
+7% +$359K 0.89% 20
2023
Q4
$4.24M Buy
25,004
+10,025
+67% +$1.7M 0.75% 20
2023
Q3
$2.17M Buy
14,979
+408
+3% +$59.2K 0.5% 24
2023
Q2
$2.12M Sell
14,571
-496
-3% -$72.1K 0.46% 28
2023
Q1
$1.96M Sell
15,067
-255
-2% -$33.2K 0.45% 30
2022
Q4
$2.05M Sell
15,322
-1,711
-10% -$229K 0.49% 26
2022
Q3
$1.78M Buy
17,033
+704
+4% +$73.6K 0.45% 29
2022
Q2
$1.84M Buy
16,329
+1,425
+10% +$160K 0.45% 28
2022
Q1
$2.03M Sell
14,904
-336
-2% -$45.8K 0.41% 31
2021
Q4
$2.41M Buy
15,240
+1,935
+15% +$307K 0.46% 28
2021
Q3
$2.18M Sell
13,305
-54
-0.4% -$8.84K 0.48% 29
2021
Q2
$1.93M Buy
13,359
+404
+3% +$58.2K 0.43% 34
2021
Q1
$1.97M Sell
12,955
-364
-3% -$55.4K 0.45% 29
2020
Q4
$1.69M Sell
13,319
-58
-0.4% -$7.37K 0.44% 30
2020
Q3
$1.29M Buy
13,377
+326
+2% +$31.4K 0.38% 35
2020
Q2
$1.23M Sell
13,051
-1,550
-11% -$146K 0.38% 35
2020
Q1
$1.32M Buy
14,601
+446
+3% +$40.2K 0.48% 31
2019
Q4
$1.97M Buy
14,155
+90
+0.6% +$12.6K 0.51% 27
2019
Q3
$1.66M Buy
14,065
+5,347
+61% +$629K 0.48% 29
2019
Q2
$974K Sell
8,718
-2,403
-22% -$268K 0.28% 43
2019
Q1
$1.13M Sell
11,121
-15,402
-58% -$1.56M 0.33% 38
2018
Q4
$2.71M Buy
26,523
+15,517
+141% +$1.58M 0.69% 27
2018
Q3
$1.24M Buy
11,006
+3,142
+40% +$355K 0.37% 32
2018
Q2
$819K Sell
7,864
-1,191
-13% -$124K 0.37% 24
2018
Q1
$996K Buy
9,055
+294
+3% +$32.3K 0.51% 21
2017
Q4
$937K Buy
+8,761
New +$937K 0.53% 22