PEA
Park Edge Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.8M | Buy |
13,111
+892
| +7% | +$259K | 0.97% | 16 |
|
|
2025
Q1 | $3M | Buy |
12,219
+179
| +1% | +$43.9K | 0.83% | 18 |
|
|
2024
Q4 | $2.89M | Buy |
12,040
+348
| +3% | +$83.4K | 0.84% | 22 |
|
|
2024
Q3 | $2.47M | Buy |
11,692
+368
| +3% | +$77.6K | 0.7% | 23 |
|
|
2024
Q2 | $2.29M | Buy |
11,324
+249
| +2% | +$50.4K | 0.7% | 21 |
|
|
2024
Q1 | $2.22M | Sell |
11,075
-74
| -0.7% | -$14.8K | 0.62% | 18 |
|
|
2023
Q4 | $1.9M | Buy |
11,149
+205
| +2% | +$34.9K | 0.66% | 14 |
|
|
2023
Q3 | $1.59M | Buy |
10,944
+1,332
| +14% | +$193K | 0.57% | 19 |
|
|
2023
Q2 | $1.4M | Sell |
9,612
-1,650
| -15% | -$240K | 0.47% | 20 |
|
|
2023
Q1 | $1.47M | Buy |
11,262
+1,156
| +11% | +$151K | 0.56% | 16 |
|
|
2022
Q4 | $1.36M | Buy |
+10,106
| New | +$1.36M | 0.59% | 18 |
|