GC
Guggenheim Capital’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.1M | Buy |
262,567
+1,802
| +0.7% | +$522K | 0.6% | 22 |
|
|
2025
Q1 | $64M | Sell |
260,765
-28,187
| -10% | -$6.91M | 0.59% | 23 |
|
|
2024
Q4 | $69.3M | Sell |
288,952
-46,784
| -14% | -$11.2M | 0.56% | 24 |
|
|
2024
Q3 | $70.8M | Sell |
335,736
-11,237
| -3% | -$2.37M | 0.5% | 28 |
|
|
2024
Q2 | $70.2M | Buy |
346,973
+19,403
| +6% | +$3.92M | 0.5% | 26 |
|
|
2024
Q1 | $65.6M | Buy |
327,570
+10,168
| +3% | +$2.04M | 0.46% | 28 |
|
|
2023
Q4 | $54M | Sell |
317,402
-13,005
| -4% | -$2.21M | 0.41% | 42 |
|
|
2023
Q3 | $47.9M | Buy |
330,407
+10,027
| +3% | +$1.45M | 0.41% | 38 |
|
|
2023
Q2 | $46.6M | Sell |
320,380
-39,998
| -11% | -$5.82M | 0.37% | 42 |
|
|
2023
Q1 | $47M | Buy |
360,378
+13,677
| +4% | +$1.78M | 0.4% | 41 |
|
|
2022
Q4 | $46.5M | Buy |
346,701
+46,680
| +16% | +$6.26M | 0.41% | 39 |
|
|
2022
Q3 | $31.4M | Sell |
300,021
-20,727
| -6% | -$2.17M | 0.29% | 67 |
|
|
2022
Q2 | $36.1M | Sell |
320,748
-461,369
| -59% | -$52M | 0.29% | 63 |
|
|
2022
Q1 | $107M | Sell |
782,117
-306,966
| -28% | -$41.8M | 0.64% | 15 |
|
|
2021
Q4 | $172M | Buy |
1,089,083
+686,222
| +170% | +$109M | 0.9% | 11 |
|
|
2021
Q3 | $65.9M | Buy |
402,861
+31,575
| +9% | +$5.17M | 0.4% | 28 |
|
|
2021
Q2 | $57.8M | Buy |
371,286
+18,881
| +5% | +$2.94M | 0.34% | 40 |
|
|
2021
Q1 | $53.6M | Sell |
352,405
-7,872
| -2% | -$1.2M | 0.35% | 38 |
|
|
2020
Q4 | $45.8M | Buy |
360,277
+86
| +0% | +$10.9K | 0.29% | 52 |
|
|
2020
Q3 | $34.7M | Buy |
360,191
+4,372
| +1% | +$421K | 0.25% | 66 |
|
|
2020
Q2 | $33.5M | Sell |
355,819
-419
| -0.1% | -$39.4K | 0.26% | 65 |
|
|
2020
Q1 | $32.1M | Sell |
356,238
-65,439
| -16% | -$5.89M | 0.32% | 51 |
|
|
2019
Q4 | $58.8M | Buy |
421,677
+25,765
| +7% | +$3.59M | 0.44% | 26 |
|
|
2019
Q3 | $46.6M | Sell |
395,912
-93,259
| -19% | -$11M | 0.37% | 37 |
|
|
2019
Q2 | $54.7M | Sell |
489,171
-4,730
| -1% | -$529K | 0.45% | 26 |
|
|
2019
Q1 | $50M | Buy |
493,901
+581
| +0.1% | +$58.8K | 0.41% | 27 |
|
|
2018
Q4 | $48.2M | Sell |
493,320
-73,255
| -13% | -$7.15M | 0.41% | 25 |
|
|
2018
Q3 | $63.9M | Sell |
566,575
-28,720
| -5% | -$3.24M | 0.42% | 17 |
|
|
2018
Q2 | $62M | Sell |
595,295
-530,099
| -47% | -$55.2M | 0.41% | 14 |
|
|
2018
Q1 | $124M | Sell |
1,125,394
-149,151
| -12% | -$16.4M | 0.3% | 20 |
|
|
2017
Q4 | $136M | Sell |
1,274,545
-6,740
| -0.5% | -$721K | 0.32% | 16 |
|
|
2017
Q3 | $122M | Buy |
1,281,285
+30,521
| +2% | +$2.92M | 0.29% | 21 |
|
|
2017
Q2 | $114M | Buy |
1,250,764
+22,052
| +2% | +$2.02M | 0.3% | 22 |
|
|
2017
Q1 | $108M | Sell |
1,228,712
-5,848
| -0.5% | -$514K | 0.29% | 23 |
|
|
2016
Q4 | $107M | Buy |
1,234,560
+68,720
| +6% | +$5.93M | 0.3% | 25 |
|
|
2016
Q3 | $77.6M | Sell |
1,165,840
-45,906
| -4% | -$3.06M | 0.24% | 46 |
|
|
2016
Q2 | $75.3M | Sell |
1,211,746
-107,024
| -8% | -$6.65M | 0.24% | 55 |
|
|
2016
Q1 | $78.1M | Sell |
1,318,770
-87,580
| -6% | -$5.19M | 0.25% | 45 |
|
|
2015
Q4 | $92.9M | Buy |
1,406,350
+8,955
| +0.6% | +$591K | 0.27% | 30 |
|
|
2015
Q3 | $85.2M | Sell |
1,397,395
-83,827
| -6% | -$5.11M | 0.26% | 33 |
|
|
2015
Q2 | $100M | Sell |
1,481,222
-98,996
| -6% | -$6.71M | 0.25% | 28 |
|
|
2015
Q1 | $95.7M | Buy |
1,580,218
+84,976
| +6% | +$5.15M | 0.23% | 44 |
|
|
2014
Q4 | $93.6M | Sell |
1,495,242
-12,616
| -0.8% | -$790K | 0.23% | 50 |
|
|
2014
Q3 | $90.8M | Buy |
1,507,858
+21,766
| +1% | +$1.31M | 0.22% | 48 |
|
|
2014
Q2 | $85.6M | Buy |
1,486,092
+42,956
| +3% | +$2.48M | 0.22% | 53 |
|
|
2014
Q1 | $87.6M | Buy |
1,443,136
+11,538
| +0.8% | +$700K | 0.25% | 38 |
|
|
2013
Q4 | $83.7M | Buy |
1,431,598
+83,876
| +6% | +$4.91M | 0.25% | 33 |
|
|
2013
Q3 | $69.7M | Buy |
1,347,722
+113,197
| +9% | +$5.85M | 0.25% | 36 |
|
|
2013
Q2 | $65.2M | Buy |
+1,234,525
| New | +$65.2M | 0.27% | 35 |
|