GKIM
GW&K Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.5M | Buy |
222,648
+23,312
| +12% | +$6.76M | 0.58% | 49 |
|
|
2025
Q1 | $48.9M | Sell |
199,336
-136
| -0.1% | -$33.4K | 0.45% | 75 |
|
|
2024
Q4 | $47.8M | Sell |
199,472
-1,902
| -0.9% | -$456K | 0.41% | 88 |
|
|
2024
Q3 | $42.5M | Buy |
201,374
+83,095
| +70% | +$17.5M | 0.36% | 107 |
|
|
2024
Q2 | $23.9M | Buy |
118,279
+35,822
| +43% | +$7.25M | 0.22% | 180 |
|
|
2024
Q1 | $16.5M | Buy |
82,457
+79,804
| +3,008% | +$16M | 0.15% | 207 |
|
|
2023
Q4 | $451K | Buy |
2,653
+71
| +3% | +$12.1K | ﹤0.01% | 332 |
|
|
2023
Q3 | $374K | Buy |
2,582
+1,010
| +64% | +$146K | ﹤0.01% | 335 |
|
|
2023
Q2 | $229K | Buy |
1,572
+970
| +161% | +$141K | ﹤0.01% | 336 |
|
|
2023
Q1 | $78K | Buy |
+602
| New | +$78K | ﹤0.01% | 341 |
|
|
2022
Q3 | – | Sell |
-1,493
| Closed | -$168K | – | 627 |
|
|
2022
Q2 | $168K | Buy |
1,493
+550
| +58% | +$61.9K | ﹤0.01% | 342 |
|
|
2022
Q1 | $129K | Buy |
+943
| New | +$129K | ﹤0.01% | 340 |
|
|
2017
Q4 | – | Sell |
-301,282
| Closed | -$28.8M | – | 272 |
|
|
2017
Q3 | $28.8M | Sell |
301,282
-3,308
| -1% | -$316K | 0.48% | 91 |
|
|
2017
Q2 | $27.8M | Buy |
304,590
+6,816
| +2% | +$623K | 0.48% | 94 |
|
|
2017
Q1 | $26.2M | Buy |
297,774
+12,382
| +4% | +$1.09M | 0.49% | 91 |
|
|
2016
Q4 | $24.6M | Sell |
285,392
-26,122
| -8% | -$2.25M | 0.48% | 91 |
|
|
2016
Q3 | $20.7M | Buy |
311,514
+18,366
| +6% | +$1.22M | 0.39% | 115 |
|
|
2016
Q2 | $18.2M | Buy |
293,148
+15,513
| +6% | +$964K | 0.38% | 114 |
|
|
2016
Q1 | $16.4M | Sell |
277,635
-62,616
| -18% | -$3.71M | 0.36% | 110 |
|
|
2015
Q4 | $22.5M | Buy |
340,251
+883
| +0.3% | +$58.3K | 0.53% | 82 |
|
|
2015
Q3 | $20.7M | Buy |
339,368
+4,845
| +1% | +$295K | 0.49% | 90 |
|
|
2015
Q2 | $22.7M | Sell |
334,523
-32
| -0% | -$2.17K | 0.52% | 82 |
|
|
2015
Q1 | $20.3M | Buy |
334,555
+14,509
| +5% | +$879K | 0.46% | 89 |
|
|
2014
Q4 | $20M | Buy |
320,046
+59,914
| +23% | +$3.75M | 0.48% | 83 |
|
|
2014
Q3 | $15.7M | Buy |
260,132
+5,483
| +2% | +$330K | 0.41% | 96 |
|
|
2014
Q2 | $14.7M | Sell |
254,649
-3,576
| -1% | -$206K | 0.37% | 99 |
|
|
2014
Q1 | $15.7M | Buy |
258,225
+86,320
| +50% | +$5.24M | 0.42% | 94 |
|
|
2013
Q4 | $10.1M | Buy |
171,905
+3,021
| +2% | +$177K | 0.27% | 118 |
|
|
2013
Q3 | $8.73M | Buy |
+168,884
| New | +$8.73M | 0.27% | 116 |
|