GS Investments’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 | $4.07M | Sell |
14,024
-166
| -1% | -$48.1K | 1.8% | 22 |
|
|
2025
Q1 | $3.48M | Sell |
14,190
-35
| -0.2% | -$8.59K | 1.64% | 24 |
|
|
2024
Q4 | $3.41M | Sell |
14,225
-593
| -4% | -$142K | 1.54% | 26 |
|
|
2024
Q3 | $3.12M | Hold |
14,818
| – | – | 1.39% | 29 |
|
|
2024
Q2 | $3M | Buy |
14,818
+1
| +0% | +$202 | 1.41% | 28 |
|
|
2024
Q1 | $2.97M | Buy |
14,817
+55
| +0.4% | +$11K | 1.43% | 27 |
|
|
2023
Q4 | $2.51M | Hold |
14,762
| – | – | 1.31% | 28 |
|
|
2023
Q3 | $2.14M | Sell |
14,762
-25
| -0.2% | -$3.63K | 1.22% | 28 |
|
|
2023
Q2 | $2.15M | Hold |
14,787
| – | – | 1.17% | 31 |
|
|
2023
Q1 | $1.93M | Buy |
14,787
+70
| +0.5% | +$9.12K | 1.11% | 32 |
|
|
2022
Q4 | $1.97M | Sell |
14,717
-10
| -0.1% | -$1.34K | 1.22% | 31 |
|
|
2022
Q3 | $1.54M | Buy |
14,727
+50
| +0.3% | +$5.23K | 1.02% | 34 |
|
|
2022
Q2 | $1.65M | Buy |
14,677
+25
| +0.2% | +$2.81K | 0.95% | 38 |
|
|
2022
Q1 | $1.86M | Buy |
14,652
+214
| +1% | +$27.1K | 1.05% | 36 |
|
|
2021
Q4 | $2.29M | Buy |
14,438
+60
| +0.4% | +$9.5K | 1.11% | 36 |
|
|
2021
Q3 | $2.35M | Buy |
14,378
+13
| +0.1% | +$2.13K | 1.23% | 30 |
|
|
2021
Q2 | $2.23M | Buy |
14,365
+4,980
| +53% | +$774K | 3.05% | 12 |
|
|
2021
Q1 | $1.43M | Buy |
9,385
+75
| +0.8% | +$11.4K | 3.13% | 14 |
|
|
2020
Q4 | $1.18M | Hold |
9,310
| – | – | 1.15% | 34 |
|
|
2020
Q3 | $896K | Sell |
9,310
-4,955
| -35% | -$477K | 2.43% | 15 |
|
|
2020
Q2 | $1.34M | Buy |
14,265
+205
| +1% | +$19.3K | 1.07% | 30 |
|
|
2020
Q1 | $1.27M | Buy |
14,060
+1,205
| +9% | +$108K | 1.24% | 28 |
|
|
2019
Q4 | $1.34M | Sell |
12,855
-620
| -5% | -$64.6K | 1.11% | 34 |
|
|
2019
Q3 | $1.59M | Sell |
13,475
-10
| -0.1% | -$1.18K | 1.16% | 30 |
|
|
2019
Q2 | $1.51M | Buy |
13,485
+40
| +0.3% | +$4.47K | 1.23% | 31 |
|
|
2019
Q1 | $1.36M | Sell |
13,445
-10
| -0.1% | -$1.01K | 1.07% | 39 |
|
|
2018
Q4 | $1.31M | Sell |
13,455
-100
| -0.7% | -$9.76K | 1.1% | 36 |
|
|
2018
Q3 | $1.53M | Buy |
13,555
+500
| +4% | +$56.4K | 1.07% | 37 |
|
|
2018
Q2 | $1.36M | Buy |
13,055
+5,525
| +73% | +$576K | 1.02% | 37 |
|
|
2018
Q1 | $828K | Buy |
7,530
+130
| +2% | +$14.3K | 0.61% | 48 |
|
|
2017
Q4 | $791K | Hold |
7,400
| – | – | 0.6% | 49 |
|
|
2017
Q3 | $707K | Hold |
7,400
| – | – | 0.57% | 49 |
|
|
2017
Q2 | $676K | Buy |
+7,400
| New | +$676K | 0.51% | 49 |
|