GAA
Guardian Asset Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
5,143
+246
| +5% | +$71.3K | 0.86% | 30 |
|
|
2025
Q1 | $1.2M | Buy |
4,897
+69
| +1% | +$16.9K | 0.78% | 32 |
|
|
2024
Q4 | $1.16M | Buy |
4,828
+167
| +4% | +$40.1K | 0.74% | 33 |
|
|
2024
Q3 | $984K | Buy |
4,661
+1,344
| +41% | +$284K | 0.67% | 34 |
|
|
2024
Q2 | $672K | Buy |
3,317
+782
| +31% | +$158K | 0.49% | 38 |
|
|
2024
Q1 | $509K | Buy |
2,535
+713
| +39% | +$143K | 0.42% | 51 |
|
|
2023
Q4 | $310K | Buy |
+1,822
| New | +$310K | 0.29% | 68 |
|