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 |
|