PVM
Palogic Value Management’s JPMorgan Chase JPM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.92M | Hold |
6,624
| – | – | 0.78% | 36 |
|
2025
Q1 | $1.62M | Hold |
6,624
| – | – | 0.7% | 45 |
|
2024
Q4 | $1.59M | Sell |
6,624
-200
| -3% | -$47.9K | 0.6% | 49 |
|
2024
Q3 | $1.44M | Hold |
6,824
| – | – | 0.49% | 54 |
|
2024
Q2 | $1.38M | Hold |
6,824
| – | – | 0.59% | 55 |
|
2024
Q1 | $1.37M | Hold |
6,824
| – | – | 0.59% | 58 |
|
2023
Q4 | $1.16M | Hold |
6,824
| – | – | 0.51% | 64 |
|
2023
Q3 | $990K | Hold |
6,824
| – | – | 0.47% | 65 |
|
2023
Q2 | $992K | Hold |
6,824
| – | – | 0.47% | 65 |
|
2023
Q1 | $889K | Hold |
6,824
| – | – | 0.44% | 69 |
|
2022
Q4 | $915K | Buy |
+6,824
| New | +$915K | 0.48% | 68 |
|