GSB Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.11M | Buy |
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|
2025
Q1 | $3.47M | Sell |
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|
2024
Q4 | $3.65M | Sell |
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|
2024
Q3 | $3.23M | Sell |
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|
2024
Q2 | $3.23M | Sell |
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|
2024
Q1 | $3.22M | Sell |
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|
2023
Q4 | $2.77M | Sell |
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|
2023
Q3 | $2.41M | Buy |
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|
2023
Q2 | $2.42M | Buy |
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|
2023
Q1 | $2.15M | Sell |
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|
2022
Q4 | $2.41M | Sell |
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|
2022
Q3 | $2.62M | Sell |
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|
2022
Q2 | $2.85M | Sell |
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|
2022
Q1 | $3.51M | Sell |
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|
2021
Q4 | $4.25M | Buy |
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|
2021
Q3 | $3.79M | Sell |
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|
2021
Q2 | $4.29M | Buy |
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|
2021
Q1 | $4.16M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $209K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $205K | Buy |
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