Guyasuta Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.69M | Buy |
29,982
+759
| +3% | +$220K | 0.53% | 40 |
|
|
2025
Q1 | $7.17M | Sell |
29,223
-8,724
| -23% | -$2.14M | 0.47% | 42 |
|
|
2024
Q4 | $9.1M | Sell |
37,947
-3,148
| -8% | -$755K | 0.57% | 36 |
|
|
2024
Q3 | $8.67M | Buy |
41,095
+226
| +0.6% | +$47.7K | 0.53% | 37 |
|
|
2024
Q2 | $6.95M | Sell |
40,869
-960
| -2% | -$163K | 0.51% | 43 |
|
|
2024
Q1 | $7.12M | Hold |
41,829
| – | – | 0.52% | 42 |
|
|
2023
Q4 | $7.12M | Buy |
41,829
+375
| +0.9% | +$63.8K | 0.51% | 42 |
|
|
2023
Q3 | $6.01M | Sell |
41,454
-49
| -0.1% | -$7.11K | 0.47% | 44 |
|
|
2023
Q2 | $6.04M | Sell |
41,503
-882
| -2% | -$128K | 0.45% | 45 |
|
|
2023
Q1 | $5.52M | Sell |
42,385
-1,017
| -2% | -$133K | 0.43% | 43 |
|
|
2022
Q4 | $5.82M | Sell |
43,402
-1,271
| -3% | -$170K | 0.46% | 45 |
|
|
2022
Q3 | $4.67M | Sell |
44,673
-700
| -2% | -$73.1K | 0.4% | 45 |
|
|
2022
Q2 | $5.11M | Buy |
45,373
+1,361
| +3% | +$153K | 0.4% | 46 |
|
|
2022
Q1 | $6M | Buy |
44,012
+733
| +2% | +$99.9K | 0.41% | 46 |
|
|
2021
Q4 | $6.85M | Buy |
43,279
+111
| +0.3% | +$17.6K | 0.45% | 45 |
|
|
2021
Q3 | $7.07M | Sell |
43,168
-177
| -0.4% | -$29K | 0.5% | 45 |
|
|
2021
Q2 | $6.74M | Sell |
43,345
-220
| -0.5% | -$34.2K | 0.48% | 46 |
|
|
2021
Q1 | $6.63M | Sell |
43,565
-415
| -0.9% | -$63.2K | 0.52% | 45 |
|
|
2020
Q4 | $5.59M | Sell |
43,980
-704
| -2% | -$89.5K | 0.47% | 42 |
|
|
2020
Q3 | $4.3M | Buy |
44,684
+7,906
| +21% | +$761K | 0.4% | 45 |
|
|
2020
Q2 | $3.46M | Buy |
36,778
+1,716
| +5% | +$161K | 0.35% | 45 |
|
|
2020
Q1 | $3.16M | Sell |
35,062
-2,595
| -7% | -$234K | 0.38% | 44 |
|
|
2019
Q4 | $5.25M | Buy |
37,657
+132
| +0.4% | +$18.4K | 0.51% | 40 |
|
|
2019
Q3 | $4.42M | Buy |
37,525
+543
| +1% | +$63.9K | 0.46% | 41 |
|
|
2019
Q2 | $4.14M | Buy |
36,982
+105
| +0.3% | +$11.7K | 0.43% | 42 |
|
|
2019
Q1 | $3.73M | Buy |
36,877
+1,416
| +4% | +$143K | 0.42% | 42 |
|
|
2018
Q4 | $3.46M | Sell |
35,461
-3,530
| -9% | -$345K | 0.43% | 42 |
|
|
2018
Q3 | $4.4M | Sell |
38,991
-240
| -0.6% | -$27.1K | 0.47% | 40 |
|
|
2018
Q2 | $4.09M | Buy |
39,231
+3,055
| +8% | +$318K | 0.47% | 42 |
|
|
2018
Q1 | $3.98M | Sell |
36,176
-77
| -0.2% | -$8.47K | 0.47% | 41 |
|
|
2017
Q4 | $3.88M | Buy |
36,253
+2,532
| +8% | +$271K | 0.44% | 40 |
|
|
2017
Q3 | $3.22M | Sell |
33,721
-725
| -2% | -$69.3K | 0.39% | 41 |
|
|
2017
Q2 | $3.15M | Sell |
34,446
-1,800
| -5% | -$165K | 0.38% | 42 |
|
|
2017
Q1 | $3.18M | Sell |
36,246
-375
| -1% | -$32.9K | 0.38% | 42 |
|
|
2016
Q4 | $3.16M | Sell |
36,621
-658
| -2% | -$56.8K | 0.41% | 40 |
|
|
2016
Q3 | $2.48M | Buy |
37,279
+450
| +1% | +$30K | 0.32% | 47 |
|
|
2016
Q2 | $2.29M | Sell |
36,829
-45
| -0.1% | -$2.8K | 0.31% | 48 |
|
|
2016
Q1 | $2.18M | Sell |
36,874
-3,465
| -9% | -$205K | 0.3% | 47 |
|
|
2015
Q4 | $2.66M | Sell |
40,339
-1,900
| -4% | -$125K | 0.37% | 44 |
|
|
2015
Q3 | $2.58M | Buy |
42,239
+800
| +2% | +$48.8K | 0.37% | 43 |
|
|
2015
Q2 | $2.81M | Sell |
41,439
-50
| -0.1% | -$3.39K | 0.37% | 42 |
|
|
2015
Q1 | $2.51M | Buy |
41,489
+3,533
| +9% | +$214K | 0.34% | 43 |
|
|
2014
Q4 | $2.38M | Buy |
37,956
+1,187
| +3% | +$74.3K | 0.32% | 45 |
|
|
2014
Q3 | $2.21M | Sell |
36,769
-4,390
| -11% | -$264K | 0.31% | 46 |
|
|
2014
Q2 | $2.37M | Buy |
41,159
+5,450
| +15% | +$314K | 0.31% | 45 |
|
|
2014
Q1 | $2.17M | Sell |
35,709
-55
| -0.2% | -$3.34K | 0.31% | 46 |
|
|
2013
Q4 | $2.09M | Buy |
35,764
+695
| +2% | +$40.6K | 0.3% | 47 |
|
|
2013
Q3 | $1.81M | Buy |
35,069
+2,855
| +9% | +$148K | 0.29% | 48 |
|
|
2013
Q2 | $1.7M | Buy |
+32,214
| New | +$1.7M | 0.28% | 48 |
|