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
2024
Q2
$31.4M Sell
2024
Q1
$31.7M Buy
2023
Q4
$25.6M Sell
2023
Q3
$22.2M Sell
2023
Q2
$22.3M Buy
2023
Q1
$17.6M Buy
2022
Q4
$3.01M Buy
2022
Q3
$2.22M Sell
2022
Q2
$2.41M Buy
2022
Q1
$2.64M Sell
2021
Q4
$3.18M Buy
2021
Q3
$2.75M Sell
2021
Q2
$2.8M Buy
2021
Q1
$2.73M Buy
2020
Q4
$1.59M Sell
2020
Q3
$1.22M Buy
2020
Q2
$1.11M Sell
2020
Q1
$1.12M Buy
2019
Q4
$1.73M Sell
2019
Q3
$1.46M Buy
2019
Q2
$1.3M Buy
2019
Q1
$1.15M Buy
2018
Q4
$1.01M Buy