GWM
GSB Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.11M | Buy |
14,184
+21
| +0.1% | +$6.09K | 1.01% | 28 |
|
|
2025
Q1 | $3.47M | Sell |
14,163
-1,055
| -7% | -$259K | 0.91% | 28 |
|
|
2024
Q4 | $3.65M | Sell |
15,218
-80
| -0.5% | -$19.2K | 0.94% | 26 |
|
|
2024
Q3 | $3.23M | Sell |
15,298
-665
| -4% | -$140K | 0.83% | 34 |
|
|
2024
Q2 | $3.23M | Sell |
15,963
-104
| -0.6% | -$21K | 0.88% | 30 |
|
|
2024
Q1 | $3.22M | Sell |
16,067
-226
| -1% | -$45.3K | 0.91% | 29 |
|
|
2023
Q4 | $2.77M | Sell |
16,293
-350
| -2% | -$59.5K | 0.85% | 32 |
|
|
2023
Q3 | $2.41M | Buy |
16,643
+33
| +0.2% | +$4.79K | 0.81% | 35 |
|
|
2023
Q2 | $2.42M | Buy |
16,610
+116
| +0.7% | +$16.9K | 0.79% | 39 |
|
|
2023
Q1 | $2.15M | Sell |
16,494
-1,488
| -8% | -$194K | 0.7% | 44 |
|
|
2022
Q4 | $2.41M | Sell |
17,982
-7,078
| -28% | -$949K | 0.86% | 35 |
|
|
2022
Q3 | $2.62M | Sell |
25,060
-272
| -1% | -$28.4K | 0.95% | 27 |
|
|
2022
Q2 | $2.85M | Sell |
25,332
-403
| -2% | -$45.4K | 0.97% | 27 |
|
|
2022
Q1 | $3.51M | Sell |
25,735
-1,084
| -4% | -$148K | 1.02% | 22 |
|
|
2021
Q4 | $4.25M | Buy |
26,819
+3,682
| +16% | +$583K | 1.22% | 13 |
|
|
2021
Q3 | $3.79M | Sell |
23,137
-4,459
| -16% | -$730K | 1.95% | 9 |
|
|
2021
Q2 | $4.29M | Buy |
27,596
+301
| +1% | +$46.8K | 1.34% | 10 |
|
|
2021
Q1 | $4.16M | Buy |
+27,295
| New | +$4.16M | 1.38% | 9 |
|
|
2020
Q1 | – | Sell |
-1,500
| Closed | -$209K | – | 54 |
|
|
2019
Q4 | $209K | Buy |
+1,500
| New | +$209K | 0.86% | 52 |
|
|
2017
Q3 | – | Sell |
-2,246
| Closed | -$205K | – | 56 |
|
|
2017
Q2 | $205K | Buy |
+2,246
| New | +$205K | 0.93% | 52 |
|