GW Henssler & Associates’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 | $12M | Buy |
41,235
+29
| +0.1% | +$8.41K | 0.64% | 65 |
|
|
2025
Q1 | $10.1M | Buy |
+41,206
| New | +$10.1M | 0.58% | 65 |
|
|
2022
Q1 | – | Sell |
-1,397
| Closed | -$221K | – | 225 |
|
|
2021
Q4 | $221K | Buy |
+1,397
| New | +$221K | 0.01% | 223 |
|
|
2020
Q3 | – | Sell |
-2,678
| Closed | -$252K | – | 218 |
|
|
2020
Q2 | $252K | Buy |
2,678
+25
| +0.9% | +$2.35K | 0.02% | 149 |
|
|
2020
Q1 | $239K | Buy |
+2,653
| New | +$239K | 0.02% | 176 |
|
|
2018
Q4 | – | Sell |
-2,697
| Closed | -$304K | – | 128 |
|
|
2018
Q3 | $304K | Buy |
+2,697
| New | +$304K | 0.03% | 120 |
|
|
2017
Q3 | – | Sell |
-2,854
| Closed | -$261K | – | 141 |
|
|
2017
Q2 | $261K | Buy |
+2,854
| New | +$261K | 0.03% | 123 |
|
|
2015
Q4 | – | Sell |
-4,901
| Closed | -$299K | – | 167 |
|
|
2015
Q3 | $299K | Buy |
4,901
+615
| +14% | +$37.5K | 0.03% | 131 |
|
|
2015
Q2 | $290K | Buy |
+4,286
| New | +$290K | 0.03% | 133 |
|
|
2014
Q2 | – | Sell |
-3,708
| Closed | -$225K | – | 153 |
|
|
2014
Q1 | $225K | Buy |
3,708
+261
| +8% | +$15.8K | 0.03% | 152 |
|
|
2013
Q4 | $202K | Buy |
+3,447
| New | +$202K | 0.02% | 156 |
|