GYL Financial Synergies’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $32.1M | Sell |
152,385
-2,686
| -2% | -$566K | 2.42% | 6 |
|
|
2024
Q2 | $31.4M | Sell |
155,071
-3,235
| -2% | -$632K | 2.42% | 6 |
|
|
2024
Q1 | $31.7M | Buy |
158,306
+7,603
| +5% | +$1.37M | 2.49% | 5 |
|
|
2023
Q4 | $25.6M | Sell |
150,703
-2,352
| -2% | -$356K | 2.12% | 6 |
|
|
2023
Q3 | $22.2M | Sell |
153,055
-384
| -0.3% | -$57.6K | 2.16% | 5 |
|
|
2023
Q2 | $22.3M | Buy |
153,439
+18,207
| +13% | +$2.5M | 2.03% | 5 |
|
|
2023
Q1 | $17.6M | Buy |
135,232
+112,778
| +502% | +$15.5M | 2.11% | 6 |
|
|
2022
Q4 | $3.01M | Buy |
22,454
+1,191
| +6% | +$151K | 0.65% | 30 |
|
|
2022
Q3 | $2.22M | Sell |
21,263
-112
| -0.5% | -$12.9K | 0.61% | 27 |
|
|
2022
Q2 | $2.41M | Buy |
21,375
+2,034
| +11% | +$252K | 0.66% | 23 |
|
|
2022
Q1 | $2.64M | Sell |
19,341
-760
| -4% | -$112K | 0.63% | 22 |
|
|
2021
Q4 | $3.18M | Buy |
20,101
+3,309
| +20% | +$543K | 0.86% | 20 |
|
|
2021
Q3 | $2.75M | Sell |
16,792
-1,186
| -7% | -$186K | 1.4% | 11 |
|
|
2021
Q2 | $2.8M | Buy |
17,978
+20
| +0.1% | +$3.14K | 1.44% | 11 |
|
|
2021
Q1 | $2.73M | Buy |
17,958
+5,456
| +44% | +$785K | 1.51% | 11 |
|
|
2020
Q4 | $1.59M | Sell |
12,502
-122
| -1% | -$13.6K | 0.92% | 24 |
|
|
2020
Q3 | $1.22M | Buy |
12,624
+843
| +7% | +$82.8K | 0.8% | 26 |
|
|
2020
Q2 | $1.11M | Sell |
11,781
-642
| -5% | -$60.9K | 0.8% | 27 |
|
|
2020
Q1 | $1.12M | Buy |
12,423
+47
| +0.4% | +$5.71K | 0.71% | 28 |
|
|
2019
Q4 | $1.73M | Sell |
12,376
-17
| -0.1% | -$2.18K | 0.76% | 19 |
|
|
2019
Q3 | $1.46M | Buy |
12,393
+733
| +6% | +$82.9K | 0.73% | 24 |
|
|
2019
Q2 | $1.3M | Buy |
11,660
+292
| +3% | +$32.2K | 0.69% | 24 |
|
|
2019
Q1 | $1.15M | Buy |
11,368
+1,012
| +10% | +$104K | 0.65% | 29 |
|
|
2018
Q4 | $1.01M | Buy |
+10,356
| New | +$1.1M | 0.73% | 27 |
|
Other funds holding JPM
