PA
Parkside Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Hold |
1,064
| – | – | 0.07% | 71 |
|
|
2025
Q1 | $261K | Hold |
1,064
| – | – | 0.06% | 72 |
|
|
2024
Q4 | $255K | Hold |
1,064
| – | – | 0.06% | 73 |
|
|
2024
Q3 | $224K | Hold |
1,064
| – | – | 0.05% | 77 |
|
|
2024
Q2 | $215K | Hold |
1,064
| – | – | 0.06% | 77 |
|
|
2024
Q1 | $213K | Buy |
+1,064
| New | +$213K | 0.05% | 84 |
|
|
2023
Q4 | – | Sell |
-1,481
| Closed | -$215K | – | 81 |
|
|
2023
Q3 | $215K | Hold |
1,481
| – | – | 0.07% | 76 |
|
|
2023
Q2 | $215K | Sell |
1,481
-368
| -20% | -$53.5K | 0.07% | 74 |
|
|
2023
Q1 | $241K | Hold |
1,849
| – | – | 0.08% | 71 |
|
|
2022
Q4 | $248K | Buy |
+1,849
| New | +$248K | 0.09% | 72 |
|
|
2022
Q2 | – | Sell |
-1,662
| Closed | -$227K | – | 66 |
|
|
2022
Q1 | $227K | Hold |
1,662
| – | – | 0.07% | 64 |
|
|
2021
Q4 | $263K | Sell |
1,662
-94
| -5% | -$14.9K | 0.08% | 65 |
|
|
2021
Q3 | $287K | Hold |
1,756
| – | – | 0.09% | 57 |
|
|
2021
Q2 | $273K | Hold |
1,756
| – | – | 0.09% | 61 |
|
|
2021
Q1 | $267K | Hold |
1,756
| – | – | 0.09% | 61 |
|
|
2020
Q4 | $223K | Buy |
+1,756
| New | +$223K | 0.08% | 66 |
|