GCIM
Gunn & Company Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $6.64M | Sell |
31,507
-349,377
| -92% | -$73.7M | 4.57% | 6 |
|
|
2024
Q2 | $77M | Buy |
380,884
+348,810
| +1,088% | +$70.6M | 4.57% | 4 |
|
|
2024
Q1 | $6.42M | Sell |
32,074
-354,185
| -92% | -$70.9M | 4.83% | 5 |
|
|
2023
Q4 | $65.7M | Buy |
386,259
+356,596
| +1,202% | +$60.7M | 4.33% | 5 |
|
|
2023
Q3 | $4.3M | Buy |
+29,663
| New | +$4.3M | 3.78% | 7 |
|