JPMorgan Chase & Co’s Perella Weinberg Partners PWP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$635K Sell
2025
Q1
$3.61M Sell
2024
Q4
$5.57M Sell
2024
Q3
$8.42M Buy
2024
Q2
$4.74M Sell
2024
Q1
$5.19M Buy
2023
Q4
$360K Buy
2023
Q3
$296K Sell
2023
Q2
$280K Buy
2023
Q1
$270K Buy
2022
Q4
$221K Buy
2022
Q3
$143K Sell
2022
Q2
$162K Sell
2022
Q1
$662K Buy
2021
Q4
$3K Sell
2021
Q3
$244K Buy