GCA
Guardian Capital Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $20.3M | Sell |
97,850
-457
| -0.5% | -$94.6K | 2% | 11 |
|
|
2024
Q2 | $20.4M | Sell |
98,307
-3,741
| -4% | -$777K | 2.18% | 10 |
|
|
2024
Q1 | $18.4M | Sell |
102,048
-4,682
| -4% | -$843K | 1.98% | 9 |
|
|
2023
Q4 | $18.4M | Sell |
106,730
-6,759
| -6% | -$1.16M | 1.91% | 10 |
|
|
2023
Q3 | $16.6M | Sell |
113,489
-6,160
| -5% | -$900K | 1.86% | 11 |
|
|
2023
Q2 | $17.7M | Sell |
119,649
-5,762
| -5% | -$854K | 2.02% | 9 |
|
|
2023
Q1 | $16.1M | Buy |
125,411
+109
| +0.1% | +$14K | 1.86% | 16 |
|
|
2022
Q4 | $17.5M | Buy |
125,302
+70
| +0.1% | +$9.76K | 1.98% | 14 |
|
|
2022
Q3 | $13M | Buy |
125,232
+4,725
| +4% | +$490K | 1.62% | 19 |
|
|
2022
Q2 | $13M | Buy |
120,507
+9,143
| +8% | +$987K | 1.49% | 20 |
|
|
2022
Q1 | $14.6M | Buy |
111,364
+913
| +0.8% | +$120K | 1.43% | 18 |
|
|
2021
Q4 | $18.6M | Sell |
110,451
-857
| -0.8% | -$144K | 1.79% | 13 |
|
|
2021
Q3 | $18.6M | Buy |
111,308
+160
| +0.1% | +$26.7K | 1.93% | 13 |
|
|
2021
Q2 | $17.3M | Buy |
111,148
+50
| +0% | +$7.8K | 1.78% | 13 |
|
|
2021
Q1 | $16.8M | Sell |
111,098
-497
| -0.4% | -$75.2K | 1.92% | 12 |
|
|
2020
Q4 | $14M | Sell |
111,595
-1,568
| -1% | -$197K | 1.89% | 14 |
|
|
2020
Q3 | $11.3M | Buy |
113,163
+15,727
| +16% | +$1.58M | 1.74% | 17 |
|
|
2020
Q2 | $6.99M | Sell |
97,436
-390
| -0.4% | -$28K | 1.35% | 19 |
|
|
2020
Q1 | $5.8M | Sell |
97,826
-2,199
| -2% | -$130K | 1.4% | 20 |
|
|
2019
Q4 | $13.9M | Sell |
100,025
-1,501
| -1% | -$208K | 1.74% | 17 |
|
|
2019
Q3 | $11.5M | Buy |
101,526
+527
| +0.5% | +$59.7K | 1.54% | 20 |
|
|
2019
Q2 | $11.4M | Buy |
100,999
+1,300
| +1% | +$147K | 1.51% | 20 |
|
|
2019
Q1 | $11.3M | Sell |
99,699
-455
| -0.5% | -$51.6K | 1.51% | 21 |
|
|
2018
Q4 | $10.1M | Sell |
100,154
-982
| -1% | -$99.1K | 1.48% | 19 |
|
|
2018
Q3 | $11.6M | Sell |
101,136
-4,456
| -4% | -$510K | 1.58% | 16 |
|
|
2018
Q2 | $11.7M | Sell |
105,592
-6,538
| -6% | -$723K | 1.57% | 17 |
|
|
2018
Q1 | $12.4M | Sell |
112,130
-5,500
| -5% | -$607K | 1.74% | 12 |
|
|
2017
Q4 | $13.3M | Sell |
117,630
-824
| -0.7% | -$93.1K | 1.74% | 12 |
|
|
2017
Q3 | $11.8M | Sell |
118,454
-2,822
| -2% | -$281K | 1.62% | 14 |
|
|
2017
Q2 | $11.3M | Sell |
121,276
-2,186
| -2% | -$204K | 1.62% | 13 |
|
|
2017
Q1 | $10.7M | Sell |
123,462
-290
| -0.2% | -$25.1K | 1.52% | 15 |
|
|
2016
Q4 | $10.7M | Sell |
123,752
-440
| -0.4% | -$37.9K | 1.53% | 13 |
|
|
2016
Q3 | $8.31M | Sell |
124,192
-3,425
| -3% | -$229K | 1.49% | 17 |
|
|
2016
Q2 | $7.53M | Sell |
127,617
-5,265
| -4% | -$311K | 1.41% | 21 |
|
|
2016
Q1 | $8.08M | Buy |
132,882
+1,780
| +1% | +$108K | 1.5% | 17 |
|
|
2015
Q4 | $8.17M | Sell |
131,102
-1,400
| -1% | -$87.3K | 1.7% | 14 |
|
|
2015
Q3 | $7.88M | Sell |
132,502
-1,546
| -1% | -$91.9K | 1.63% | 15 |
|
|
2015
Q2 | $9.29M | Buy |
134,048
+2,225
| +2% | +$154K | 1.74% | 11 |
|
|
2015
Q1 | $9.77M | Sell |
131,823
-1,495
| -1% | -$111K | 1.47% | 16 |
|
|
2014
Q4 | $8.93M | Buy |
133,318
+2,110
| +2% | +$141K | 1.45% | 17 |
|
|
2014
Q3 | $8.81M | Sell |
131,208
-3,615
| -3% | -$243K | 1.47% | 17 |
|
|
2014
Q2 | $7.59M | Buy |
134,823
+570
| +0.4% | +$32.1K | 1.33% | 19 |
|
|
2014
Q1 | $8.06M | Buy |
134,253
+1,095
| +0.8% | +$65.7K | 1.54% | 13 |
|
|
2013
Q4 | $8.07M | Buy |
133,158
+1,775
| +1% | +$108K | 1.58% | 13 |
|
|
2013
Q3 | $6.85M | Buy |
131,383
+7,560
| +6% | +$394K | 1.46% | 14 |
|
|
2013
Q2 | $6.49M | Buy |
+123,823
| New | +$6.49M | 1.83% | 11 |
|