Parcion Private Wealth’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Buy |
41,223
+339
| +0.8% | +$98.3K | 0.85% | 27 |
|
|
2025
Q1 | $10M | Sell |
40,884
-41
| -0.1% | -$10.1K | 0.82% | 28 |
|
|
2024
Q4 | $9.81M | Sell |
40,925
-154
| -0.4% | -$36.9K | 0.75% | 30 |
|
|
2024
Q3 | $8.66M | Buy |
41,079
+2,040
| +5% | +$430K | 0.72% | 27 |
|
|
2024
Q2 | $7.9M | Sell |
39,039
-1,285
| -3% | -$260K | 0.72% | 26 |
|
|
2024
Q1 | $8.08M | Sell |
40,324
-1,104
| -3% | -$221K | 0.71% | 26 |
|
|
2023
Q4 | $7.05M | Buy |
41,428
+516
| +1% | +$87.8K | 0.64% | 34 |
|
|
2023
Q3 | $5.93M | Buy |
40,912
+767
| +2% | +$111K | 0.62% | 38 |
|
|
2023
Q2 | $5.84M | Buy |
40,145
+671
| +2% | +$97.6K | 0.59% | 43 |
|
|
2023
Q1 | $5.14M | Buy |
39,474
+4,686
| +13% | +$611K | 0.54% | 44 |
|
|
2022
Q4 | $4.67M | Buy |
34,788
+1,169
| +3% | +$157K | 0.51% | 42 |
|
|
2022
Q3 | $3.51M | Buy |
33,619
+2,635
| +9% | +$275K | 0.39% | 60 |
|
|
2022
Q2 | $3.56M | Sell |
30,984
-2,015
| -6% | -$231K | 0.35% | 67 |
|
|
2022
Q1 | $4.53M | Sell |
32,999
-6,870
| -17% | -$944K | 0.42% | 56 |
|
|
2021
Q4 | $6.3M | Sell |
39,869
-536
| -1% | -$84.6K | 0.57% | 47 |
|
|
2021
Q3 | $6.73M | Buy |
40,405
+905
| +2% | +$151K | 0.6% | 42 |
|
|
2021
Q2 | $6.14M | Sell |
39,500
-532
| -1% | -$82.8K | 0.62% | 44 |
|
|
2021
Q1 | $6.09M | Sell |
40,032
-24,253
| -38% | -$3.69M | 0.69% | 34 |
|
|
2020
Q4 | $8.17M | Buy |
64,285
+18,408
| +40% | +$2.34M | 1.08% | 20 |
|
|
2020
Q3 | $4.49M | Buy |
45,877
+9,129
| +25% | +$894K | 0.69% | 25 |
|
|
2020
Q2 | $3.49M | Buy |
36,748
+1,619
| +5% | +$154K | 0.59% | 27 |
|
|
2020
Q1 | $3.16M | Buy |
35,129
+1,477
| +4% | +$133K | 0.87% | 21 |
|
|
2019
Q4 | $4.69M | Buy |
+33,652
| New | +$4.69M | 1.02% | 16 |
|