PGWM
Parisi Gray Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.3M | Buy |
28,619
+184
| +0.6% | +$53.3K | 2.38% | 11 |
|
|
2025
Q1 | $6.98M | Buy |
28,435
+2,387
| +9% | +$586K | 2.28% | 12 |
|
|
2024
Q4 | $6.24M | Sell |
26,048
-267
| -1% | -$64K | 1.98% | 14 |
|
|
2024
Q3 | $5.55M | Sell |
26,315
-54
| -0.2% | -$11.4K | 1.83% | 13 |
|
|
2024
Q2 | $5.33M | Sell |
26,369
-68
| -0.3% | -$13.8K | 1.91% | 11 |
|
|
2024
Q1 | $5.3M | Buy |
26,437
+508
| +2% | +$102K | 1.99% | 11 |
|
|
2023
Q4 | $4.41M | Buy |
25,929
+92
| +0.4% | +$15.6K | 1.79% | 12 |
|
|
2023
Q3 | $3.75M | Buy |
25,837
+507
| +2% | +$73.5K | 1.7% | 11 |
|
|
2023
Q2 | $3.3M | Buy |
25,330
+10,963
| +76% | +$1.43M | 1.51% | 19 |
|
|
2023
Q1 | $1.87M | Sell |
14,367
-10,711
| -43% | -$1.4M | 1.16% | 21 |
|
|
2022
Q4 | $3.36M | Buy |
25,078
+11,085
| +79% | +$1.49M | 1.66% | 18 |
|
|
2022
Q3 | $1.46M | Sell |
13,993
-11,624
| -45% | -$1.21M | 1.11% | 23 |
|
|
2022
Q2 | $2.89M | Buy |
25,617
+637
| +3% | +$71.7K | 1.51% | 17 |
|
|
2022
Q1 | $3.41M | Sell |
24,980
-959
| -4% | -$131K | 1.38% | 20 |
|
|
2021
Q4 | $4.11M | Buy |
25,939
+128
| +0.5% | +$20.3K | 1.54% | 16 |
|
|
2021
Q3 | $4.31M | Sell |
25,811
-67
| -0.3% | -$11.2K | 1.78% | 14 |
|
|
2021
Q2 | $4.03M | Sell |
25,878
-1,758
| -6% | -$273K | 1.47% | 13 |
|
|
2021
Q1 | $4.21M | Buy |
27,636
+174
| +0.6% | +$26.5K | 1.76% | 11 |
|
|
2020
Q4 | $3.49M | Sell |
27,462
-31
| -0.1% | -$3.94K | 1.55% | 12 |
|
|
2020
Q3 | $2.65M | Sell |
27,493
-104
| -0.4% | -$10K | 1.38% | 16 |
|
|
2020
Q2 | $2.6M | Buy |
27,597
+366
| +1% | +$34.4K | 1.49% | 14 |
|
|
2020
Q1 | $2.43M | Buy |
27,231
+917
| +3% | +$81.8K | 1.72% | 11 |
|
|
2019
Q4 | $3.67M | Buy |
26,314
+106
| +0.4% | +$14.8K | 2.08% | 10 |
|
|
2019
Q3 | $3.08M | Buy |
26,208
+623
| +2% | +$73.3K | 2.04% | 9 |
|
|
2019
Q2 | $2.86M | Buy |
25,585
+241
| +1% | +$26.9K | 1.95% | 10 |
|
|
2019
Q1 | $2.57M | Sell |
25,344
-36
| -0.1% | -$3.65K | 1.64% | 11 |
|
|
2018
Q4 | $2.46M | Buy |
25,380
+169
| +0.7% | +$16.4K | 1.67% | 10 |
|
|
2018
Q3 | $2.89M | Buy |
25,211
+419
| +2% | +$48K | 1.78% | 10 |
|
|
2018
Q2 | $2.58M | Buy |
24,792
+634
| +3% | +$66K | 1.72% | 9 |
|
|
2018
Q1 | $2.64M | Buy |
24,158
+59
| +0.2% | +$6.45K | 2.02% | 7 |
|
|
2017
Q4 | $2.6M | Buy |
+24,099
| New | +$2.6M | 1.94% | 7 |
|