GIM
Guardian Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Sell |
8,449
-4,800
| -36% | -$1.39M | 2.47% | 11 |
|
|
2025
Q1 | $3.25M | Sell |
13,249
-5,900
| -31% | -$1.45M | 2.74% | 9 |
|
|
2024
Q4 | $4.59M | Sell |
19,149
-500
| -3% | -$120K | 3.28% | 8 |
|
|
2024
Q3 | $4.14M | Sell |
19,649
-25
| -0.1% | -$5.27K | 3.57% | 7 |
|
|
2024
Q2 | $3.98M | Sell |
19,674
-500
| -2% | -$101K | 2.85% | 10 |
|
|
2024
Q1 | $4.04M | Sell |
20,174
-2,261
| -10% | -$453K | 3.25% | 6 |
|
|
2023
Q4 | $3.82M | Sell |
22,435
-33
| -0.1% | -$5.61K | 3.21% | 6 |
|
|
2023
Q3 | $3.26M | Hold |
22,468
| – | – | 2.96% | 10 |
|
|
2023
Q2 | $3.27M | Buy |
22,468
+5,614
| +33% | +$817K | 2.78% | 9 |
|
|
2023
Q1 | $2.52M | Sell |
16,854
-5,605
| -25% | -$840K | 1.89% | 21 |
|
|
2022
Q4 | $3.01M | Sell |
22,459
-300
| -1% | -$40.2K | 2.85% | 9 |
|
|
2022
Q3 | $2.38M | Buy |
22,759
+4,000
| +21% | +$418K | 2.41% | 16 |
|
|
2022
Q2 | $2.11M | Buy |
18,759
+100
| +0.5% | +$11.3K | 1.84% | 20 |
|
|
2022
Q1 | $2.54M | Buy |
18,659
+2,000
| +12% | +$273K | 1.98% | 18 |
|
|
2021
Q4 | $2.64M | Hold |
16,659
| – | – | 1.83% | 21 |
|
|
2021
Q3 | $2.73M | Buy |
16,659
+75
| +0.5% | +$12.3K | 2.01% | 20 |
|
|
2021
Q2 | $2.58M | Hold |
16,584
| – | – | 1.76% | 23 |
|
|
2021
Q1 | $2.53M | Sell |
16,584
-5,350
| -24% | -$817K | 1.8% | 22 |
|
|
2020
Q4 | $2.79M | Hold |
21,934
| – | – | 2.11% | 17 |
|
|
2020
Q3 | $2.11M | Hold |
21,934
| – | – | 1.84% | 19 |
|
|
2020
Q2 | $2.06M | Sell |
21,934
-50
| -0.2% | -$4.7K | 1.87% | 20 |
|
|
2020
Q1 | $1.98M | Sell |
21,984
-550
| -2% | -$49.5K | 2.03% | 18 |
|
|
2019
Q4 | $3.14M | Buy |
22,534
+2,200
| +11% | +$307K | 2.5% | 12 |
|
|
2019
Q3 | $2.39M | Sell |
20,334
-2,500
| -11% | -$294K | 2.13% | 14 |
|
|
2019
Q2 | $2.55M | Sell |
22,834
-100
| -0.4% | -$11.2K | 2.22% | 15 |
|
|
2019
Q1 | $2.32M | Hold |
22,934
| – | – | 2.01% | 19 |
|
|
2018
Q4 | $2.24M | Buy |
22,934
+500
| +2% | +$48.8K | 2.07% | 20 |
|
|
2018
Q3 | $2.53M | Buy |
22,434
+580
| +3% | +$65.4K | 2.23% | 17 |
|
|
2018
Q2 | $2.25M | Buy |
21,854
+1,670
| +8% | +$172K | 2.15% | 17 |
|
|
2018
Q1 | $2.22M | Sell |
20,184
-3,300
| -14% | -$363K | 2.37% | 17 |
|
|
2017
Q4 | $2.51M | Buy |
23,484
+933
| +4% | +$99.8K | 2.65% | 15 |
|
|
2017
Q3 | $2.15M | Buy |
22,551
+200
| +0.9% | +$19.1K | 2.38% | 17 |
|
|
2017
Q2 | $2.04M | Buy |
22,351
+450
| +2% | +$41.1K | 2.26% | 17 |
|
|
2017
Q1 | $1.92M | Buy |
21,901
+6,661
| +44% | +$585K | 2.09% | 17 |
|
|
2016
Q4 | $1.32M | Buy |
15,240
+686
| +5% | +$59.2K | 1.52% | 25 |
|
|
2016
Q3 | $904K | Hold |
14,554
| – | – | 1.01% | 37 |
|
|
2016
Q2 | $904K | Buy |
14,554
+54
| +0.4% | +$3.35K | 1.01% | 37 |
|
|
2016
Q1 | $859K | Sell |
14,500
-4,500
| -24% | -$267K | 0.98% | 38 |
|
|
2015
Q4 | $1.25M | Hold |
19,000
| – | – | 1.35% | 32 |
|
|
2015
Q3 | $1.17M | Sell |
19,000
-1,000
| -5% | -$61.4K | 1.29% | 31 |
|
|
2015
Q2 | $1.36M | Buy |
+20,000
| New | +$1.36M | 1.52% | 29 |
|