PWM
Palumbo Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.48M | Buy |
11,998
+381
| +3% | +$110K | 1.08% | 20 |
|
|
2025
Q1 | $2.85M | Buy |
11,617
+205
| +2% | +$50.3K | 0.95% | 31 |
|
|
2024
Q4 | $2.74M | Buy |
11,412
+225
| +2% | +$53.9K | 1.02% | 24 |
|
|
2024
Q3 | $2.36M | Buy |
11,187
+1,212
| +12% | +$256K | 0.92% | 31 |
|
|
2024
Q2 | $2.02M | Sell |
9,975
-187
| -2% | -$37.8K | 0.85% | 35 |
|
|
2024
Q1 | $2.04M | Sell |
10,162
-81
| -0.8% | -$16.2K | 0.91% | 31 |
|
|
2023
Q4 | $1.74M | Buy |
10,243
+45
| +0.4% | +$7.65K | 0.89% | 28 |
|
|
2023
Q3 | $1.48M | Sell |
10,198
-2,927
| -22% | -$424K | 0.81% | 27 |
|
|
2023
Q2 | $1.91M | Buy |
13,125
+20
| +0.2% | +$2.91K | 1.17% | 16 |
|
|
2023
Q1 | $1.71M | Buy |
13,105
+477
| +4% | +$62.2K | 1.14% | 15 |
|
|
2022
Q4 | $1.69M | Buy |
12,628
+177
| +1% | +$23.7K | 1.35% | 13 |
|
|
2022
Q3 | $1.3M | Buy |
12,451
+240
| +2% | +$25.1K | 1.1% | 17 |
|
|
2022
Q2 | $1.38M | Buy |
12,211
+442
| +4% | +$49.8K | 1.09% | 16 |
|
|
2022
Q1 | $1.6M | Buy |
11,769
+302
| +3% | +$41.2K | 1.03% | 19 |
|
|
2021
Q4 | $1.82M | Buy |
11,467
+430
| +4% | +$68.1K | 1.14% | 14 |
|
|
2021
Q3 | $1.81M | Sell |
11,037
-3,118
| -22% | -$510K | 1.19% | 13 |
|
|
2021
Q2 | $2.2M | Buy |
14,155
+187
| +1% | +$29.1K | 1.48% | 13 |
|
|
2021
Q1 | $2.13M | Buy |
13,968
+4,705
| +51% | +$716K | 1.6% | 11 |
|
|
2020
Q4 | $1.18M | Buy |
+9,263
| New | +$1.18M | 0.95% | 15 |
|