Grant/GrossMendelsohn, LLC
- SEC CIK
- 0001810677
- Latest filing
- May 1, 2025
JPM holding history
JPMorgan Chase & Co in every 13F filed by Grant/GrossMendelsohn, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
JPM overviewAll 13F holders of JPMFull Q1 2025 holdings
- Shares (Q1 2025)
- 9,558
- Value
- $2.33M
- % of portfolio
- 1.3%
- Quarters held
- 17
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 9,558 | $2.33M | 1.3% | 00.0% | Unchanged | Holders |
| Q4 2024 | 9,558 | $2.29M | 1.2% | +275+3.0% | Added | Holders |
| Q3 2024 | 9,283 | $1.96M | 0.8% | +164+1.8% | Added | Holders |
| Q2 2024 | 9,119 | $1.84M | 0.8% | +37+0.4% | Added | Holders |
| Q1 2024 | 9,082 | $1.80M | 0.8% | −1,766−16.3% | Reduced | Holders |
| Q4 2023 | 10,848 | $1.87M | 0.8% | −254−2.3% | Reduced | Holders |
| Q3 2023 | 11,102 | $1.61M | 0.7% | 00.0% | Unchanged | Holders |
| Q2 2023 | 11,102 | $1.64M | 0.7% | +367+3.4% | Added | Holders |
| Q1 2023 | 10,735 | $1.40M | 0.8% | +48+0.4% | Added | Holders |
| Q4 2022 | 10,687 | $1.46M | 0.8% | −2,784−20.7% | Reduced | Holders |
| Q3 2022 | 13,471 | $1.65M | 0.9% | +163+1.2% | Added | Holders |
| Q2 2022 | 13,308 | $1.50M | 0.8% | −42−0.3% | Reduced | Holders |
| Q1 2022 | 13,350 | $1.73M | 0.9% | +2,432+22.3% | Added | Holders |
| Q4 2021 | 10,918 | $1.83M | 1.4% | −1,056−8.8% | Reduced | Holders |
| Q3 2021 | 11,974 | $2.05M | 1.6% | +345+3.0% | Added | Holders |
| Q2 2021 | 11,629 | $1.79M | 1.5% | +36+0.3% | Added | Holders |
| Q1 2021 | 11,593 | $1.78M | 1.4% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.