Parcion Private Wealth’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $13.3M | Buy |
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|
2025
Q2 | $12M | Buy |
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|
2025
Q1 | $10M | Sell |
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|
2024
Q4 | $9.81M | Sell |
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|
2024
Q3 | $8.66M | Buy |
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|
2024
Q2 | $7.9M | Sell |
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|
2024
Q1 | $8.08M | Sell |
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|
2023
Q4 | $7.05M | Buy |
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|
2023
Q3 | $5.93M | Buy |
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|
2023
Q2 | $5.84M | Buy |
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|
2023
Q1 | $5.14M | Buy |
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|
2022
Q4 | $4.67M | Buy |
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|
2022
Q3 | $3.51M | Buy |
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|
2022
Q2 | $3.56M | Sell |
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|
2022
Q1 | $4.53M | Sell |
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|
2021
Q4 | $6.29M | Sell |
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|
2021
Q3 | $6.73M | Buy |
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|
2021
Q2 | $6.14M | Sell |
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|
2021
Q1 | $6.09M | Sell |
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|
2020
Q4 | $8.17M | Buy |
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|
2020
Q3 | $4.49M | Buy |
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|
2020
Q2 | $3.49M | Buy |
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|
2020
Q1 | $3.16M | Buy |
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|
2019
Q4 | $4.69M | Buy |
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