PFWA
Paces Ferry Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Sell |
11,104
-679
| -6% | -$197K | 1.48% | 16 |
|
|
2025
Q1 | $2.89M | Buy |
11,783
+328
| +3% | +$80.5K | 1.44% | 16 |
|
|
2024
Q4 | $2.75M | Sell |
11,455
-29
| -0.3% | -$6.95K | 1.33% | 17 |
|
|
2024
Q3 | $2.42M | Sell |
11,484
-64
| -0.6% | -$13.5K | 1.39% | 17 |
|
|
2024
Q2 | $2.34M | Buy |
11,548
+9
| +0.1% | +$1.82K | 1.41% | 19 |
|
|
2024
Q1 | $2.31M | Sell |
11,539
-129
| -1% | -$25.8K | 1.48% | 18 |
|
|
2023
Q4 | $1.98M | Sell |
11,668
-56
| -0.5% | -$9.53K | 1.38% | 21 |
|
|
2023
Q3 | $1.7M | Buy |
11,724
+38
| +0.3% | +$5.51K | 1.35% | 23 |
|
|
2023
Q2 | $1.7M | Sell |
11,686
-104
| -0.9% | -$15.1K | 1.28% | 22 |
|
|
2023
Q1 | $1.54M | Buy |
11,790
+267
| +2% | +$34.8K | 1.24% | 22 |
|
|
2022
Q4 | $1.55M | Buy |
11,523
+29
| +0.3% | +$3.89K | 1.5% | 18 |
|
|
2022
Q3 | $1.2M | Buy |
11,494
+30
| +0.3% | +$3.14K | 1.31% | 24 |
|
|
2022
Q2 | $1.29M | Buy |
11,464
+172
| +2% | +$19.4K | 1.27% | 24 |
|
|
2022
Q1 | $1.54M | Buy |
11,292
+153
| +1% | +$20.9K | 1.22% | 23 |
|
|
2021
Q4 | $1.76M | Sell |
11,139
-125
| -1% | -$19.8K | 1.27% | 24 |
|
|
2021
Q3 | $1.84M | Buy |
11,264
+19
| +0.2% | +$3.11K | 1.47% | 21 |
|
|
2021
Q2 | $1.75M | Sell |
11,245
-665
| -6% | -$103K | 1.34% | 23 |
|
|
2021
Q1 | $1.81M | Buy |
11,910
+101
| +0.9% | +$15.4K | 1.58% | 17 |
|
|
2020
Q4 | $1.5M | Sell |
11,809
-108
| -0.9% | -$13.7K | 1.37% | 21 |
|
|
2020
Q3 | $1.15M | Buy |
+11,917
| New | +$1.15M | 1% | 23 |
|