JPMorgan Chase & Co’s Perella Weinberg Partners PWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $635K | Sell |
32,684
-163,769
| -83% | -$3.18M | ﹤0.01% | 3956 |
|
|
2025
Q1 | $3.61M | Sell |
196,453
-37,298
| -16% | -$686K | ﹤0.01% | 2881 |
|
|
2024
Q4 | $5.57M | Sell |
233,751
-202,171
| -46% | -$4.82M | ﹤0.01% | 2669 |
|
|
2024
Q3 | $8.42M | Buy |
435,922
+144,222
| +49% | +$2.78M | ﹤0.01% | 2268 |
|
|
2024
Q2 | $4.74M | Sell |
291,700
-75,365
| -21% | -$1.22M | ﹤0.01% | 2558 |
|
|
2024
Q1 | $5.19M | Buy |
367,065
+337,598
| +1,146% | +$4.77M | ﹤0.01% | 2555 |
|
|
2023
Q4 | $360K | Buy |
29,467
+344
| +1% | +$4.21K | ﹤0.01% | 4088 |
|
|
2023
Q3 | $296K | Sell |
29,123
-4,549
| -14% | -$46.3K | ﹤0.01% | 3998 |
|
|
2023
Q2 | $280K | Buy |
33,672
+3,967
| +13% | +$33K | ﹤0.01% | 4091 |
|
|
2023
Q1 | $270K | Buy |
29,705
+7,031
| +31% | +$63.9K | ﹤0.01% | 4157 |
|
|
2022
Q4 | $221K | Buy |
22,674
+68
| +0.3% | +$663 | ﹤0.01% | 4163 |
|
|
2022
Q3 | $143K | Sell |
22,606
-5,213
| -19% | -$33K | ﹤0.01% | 4313 |
|
|
2022
Q2 | $162K | Sell |
27,819
-42,244
| -60% | -$246K | ﹤0.01% | 4416 |
|
|
2022
Q1 | $662K | Buy |
70,063
+69,865
| +35,285% | +$660K | ﹤0.01% | 3844 |
|
|
2021
Q4 | $3K | Sell |
198
-18,214
| -99% | -$276K | ﹤0.01% | 5563 |
|
|
2021
Q3 | $244K | Buy |
+18,412
| New | +$244K | ﹤0.01% | 4318 |
|