Guild Investment Management’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$2.26M Sell
2022
Q3
$1.83M Buy
2022
Q2
$880K Buy
2022
Q1
$372K Hold
2021
Q4
$433K Sell
2021
Q3
$455K Hold
2021
Q2
$432K Buy
2021
Q1
$422K Buy