GPA
Guidance Point Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $116M | Hold |
400,939
| – | – | 29.86% | 1 |
|
|
2025
Q1 | $98.4M | Sell |
400,939
-14
| -0% | -$3.43K | 28.01% | 1 |
|
|
2024
Q4 | $96.1M | Sell |
400,953
-745
| -0.2% | -$179K | 27.02% | 1 |
|
|
2024
Q3 | $84.7M | Sell |
401,698
-45
| -0% | -$9.49K | 24.73% | 1 |
|
|
2024
Q2 | $81.3M | Buy |
401,743
+8
| +0% | +$1.62K | 25.37% | 1 |
|
|
2024
Q1 | $80.5M | Buy |
401,735
+744
| +0.2% | +$149K | 26.25% | 1 |
|
|
2023
Q4 | $68.2M | Buy |
400,991
+195
| +0% | +$33.2K | 25.23% | 1 |
|
|
2023
Q3 | $58.1M | Buy |
400,796
+144
| +0% | +$20.9K | 23.66% | 1 |
|
|
2023
Q2 | $58.3M | Buy |
400,652
+73
| +0% | +$10.6K | 22.38% | 1 |
|
|
2023
Q1 | $52.2M | Buy |
400,579
+1
| +0% | +$130 | 21.05% | 1 |
|
|
2022
Q4 | $53.7M | Buy |
400,578
+4
| +0% | +$536 | 22.75% | 1 |
|
|
2022
Q3 | $41.9M | Buy |
400,574
+3
| +0% | +$314 | 19.11% | 1 |
|
|
2022
Q2 | $45.1M | Buy |
400,571
+3
| +0% | +$338 | 19.46% | 1 |
|
|
2022
Q1 | $54.6M | Buy |
400,568
+125
| +0% | +$17K | 20.68% | 1 |
|
|
2021
Q4 | $63.4M | Sell |
400,443
-101
| -0% | -$16K | 22.98% | 1 |
|
|
2021
Q3 | $65.6M | Buy |
400,544
+2
| +0% | +$327 | 23.93% | 1 |
|
|
2021
Q2 | $62.3M | Hold |
400,542
| – | – | 24.19% | 1 |
|
|
2021
Q1 | $61M | Buy |
400,542
+41
| +0% | +$6.24K | 25.28% | 1 |
|
|
2020
Q4 | $50.9M | Buy |
400,501
+30
| +0% | +$3.81K | 23.39% | 1 |
|
|
2020
Q3 | $38.6M | Buy |
400,471
+11
| +0% | +$1.06K | 21.25% | 1 |
|
|
2020
Q2 | $37.7M | Buy |
400,460
+378
| +0.1% | +$35.6K | 20.94% | 1 |
|
|
2020
Q1 | $36M | Hold |
400,082
| – | – | 23.43% | 1 |
|
|
2019
Q4 | $55.8M | Sell |
400,082
-38
| -0% | -$5.3K | 27.24% | 1 |
|
|
2019
Q3 | $47.1M | Sell |
400,120
-57
| -0% | -$6.71K | 25.79% | 1 |
|
|
2019
Q2 | $44.7M | Sell |
400,177
-45
| -0% | -$5.03K | 25.31% | 1 |
|
|
2019
Q1 | $40.5M | Sell |
400,222
-30
| -0% | -$3.04K | 23.91% | 1 |
|
|
2018
Q4 | $39.1M | Buy |
+400,252
| New | +$39.1M | 25.38% | 1 |
|