PSP
Pacific Sage Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Buy |
1,047
+28
| +3% | +$8.12K | 0.06% | 81 |
|
|
2025
Q1 | $250K | Sell |
1,019
-22
| -2% | -$5.4K | 0.06% | 83 |
|
|
2024
Q4 | $250K | Hold |
1,041
| – | – | 0.06% | 86 |
|
|
2024
Q3 | $220K | Hold |
1,041
| – | – | 0.05% | 90 |
|
|
2024
Q2 | $211K | Buy |
+1,041
| New | +$211K | 0.05% | 92 |
|