PCFFS
Pacific Center for Financial Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $975K | Buy |
3,364
+10
| +0.3% | +$2.9K | 0.26% | 34 |
|
|
2025
Q1 | $823K | Buy |
3,354
+3
| +0.1% | +$736 | 0.22% | 38 |
|
|
2024
Q4 | $803K | Buy |
3,351
+2
| +0.1% | +$479 | 0.21% | 39 |
|
|
2024
Q3 | $706K | Buy |
3,349
+49
| +1% | +$10.3K | 0.19% | 40 |
|
|
2024
Q2 | $668K | Buy |
3,300
+2
| +0.1% | +$405 | 0.19% | 40 |
|
|
2024
Q1 | $661K | Buy |
3,298
+21
| +0.6% | +$4.21K | 0.19% | 40 |
|
|
2023
Q4 | $557K | Buy |
3,277
+3
| +0.1% | +$510 | 0.18% | 36 |
|
|
2023
Q3 | $475K | Sell |
3,274
-675
| -17% | -$97.9K | 0.16% | 41 |
|
|
2023
Q2 | $574K | Buy |
3,949
+3
| +0.1% | +$436 | 0.19% | 36 |
|
|
2023
Q1 | $514K | Buy |
+3,946
| New | +$514K | 0.18% | 37 |
|
|
2022
Q3 | $430K | Sell |
4,117
-8
| -0.2% | -$836 | 0.17% | 39 |
|
|
2022
Q2 | $464K | Buy |
4,125
+13
| +0.3% | +$1.46K | 0.19% | 38 |
|
|
2022
Q1 | $561K | Buy |
4,112
+2
| +0% | +$273 | 0.2% | 39 |
|
|
2021
Q4 | $651K | Buy |
4,110
+132
| +3% | +$20.9K | 0.26% | 34 |
|
|
2021
Q3 | $651K | Buy |
3,978
+16
| +0.4% | +$2.62K | 0.28% | 33 |
|
|
2021
Q2 | $616K | Buy |
3,962
+21
| +0.5% | +$3.27K | 0.27% | 34 |
|
|
2021
Q1 | $600K | Buy |
3,941
+137
| +4% | +$20.9K | 0.29% | 31 |
|
|
2020
Q4 | $483K | Buy |
3,804
+703
| +23% | +$89.3K | 0.18% | 35 |
|
|
2020
Q3 | $299K | Buy |
3,101
+28
| +0.9% | +$2.7K | 0.12% | 46 |
|
|
2020
Q2 | $289K | Buy |
3,073
+1,395
| +83% | +$131K | 0.14% | 45 |
|
|
2020
Q1 | $151K | Buy |
1,678
+532
| +46% | +$47.9K | 0.1% | 57 |
|
|
2019
Q4 | $160K | Sell |
1,146
-155
| -12% | -$21.6K | 0.07% | 65 |
|
|
2019
Q3 | $153K | Hold |
1,301
| – | – | 0.07% | 65 |
|
|
2019
Q2 | $145K | Hold |
1,301
| – | – | 0.07% | 67 |
|
|
2019
Q1 | $132K | Sell |
1,301
-233
| -15% | -$23.6K | 0.07% | 67 |
|
|
2018
Q4 | $150K | Sell |
1,534
-59
| -4% | -$5.77K | 0.08% | 58 |
|
|
2018
Q3 | $180K | Buy |
1,593
+292
| +22% | +$33K | 0.09% | 60 |
|
|
2018
Q2 | $136K | Hold |
1,301
| – | – | 0.08% | 69 |
|
|
2018
Q1 | $143K | Hold |
1,301
| – | – | 0.09% | 67 |
|
|
2017
Q4 | $139K | Sell |
1,301
-100
| -7% | -$10.7K | 0.09% | 65 |
|
|
2017
Q3 | $134K | Hold |
1,401
| – | – | 0.09% | 66 |
|
|
2017
Q2 | $128K | Hold |
1,401
| – | – | 0.09% | 66 |
|
|
2017
Q1 | $123K | Buy |
1,401
+177
| +14% | +$15.5K | 0.09% | 66 |
|
|
2016
Q4 | $106K | Buy |
+1,224
| New | +$106K | 0.08% | 68 |
|