Pasadena 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 | $1.4M | Buy |
4,824
+21
| +0.4% | +$6.09K | 0.24% | 50 |
|
|
2025
Q1 | $1.18M | Buy |
4,803
+1,511
| +46% | +$371K | 0.23% | 55 |
|
|
2024
Q4 | $789K | Sell |
3,292
-1,798
| -35% | -$431K | 0.16% | 69 |
|
|
2024
Q3 | $695K | Buy |
5,090
+1,802
| +55% | +$246K | 0.15% | 73 |
|
|
2024
Q2 | $665K | Sell |
3,288
-75
| -2% | -$15.2K | 0.15% | 69 |
|
|
2024
Q1 | $674K | Buy |
3,363
+2
| +0.1% | +$401 | 0.16% | 69 |
|
|
2023
Q4 | $572K | Buy |
3,361
+9
| +0.3% | +$1.53K | 0.14% | 74 |
|
|
2023
Q3 | $486K | Sell |
3,352
-145
| -4% | -$21K | 0.15% | 52 |
|
|
2023
Q2 | $509K | Buy |
3,497
+39
| +1% | +$5.67K | 0.14% | 52 |
|
|
2023
Q1 | $451K | Buy |
3,458
+2
| +0.1% | +$261 | 0.13% | 56 |
|
|
2022
Q4 | $463K | Sell |
3,456
-164
| -5% | -$22K | 0.14% | 52 |
|
|
2022
Q3 | $378K | Buy |
3,620
+263
| +8% | +$27.5K | 0.13% | 51 |
|
|
2022
Q2 | $378K | Sell |
3,357
-84
| -2% | -$9.46K | 0.13% | 52 |
|
|
2022
Q1 | $469K | Sell |
3,441
-4,161
| -55% | -$567K | 0.15% | 47 |
|
|
2021
Q4 | $1.2M | Buy |
7,602
+924
| +14% | +$146K | 0.39% | 34 |
|
|
2021
Q3 | $1.09M | Buy |
6,678
+66
| +1% | +$10.8K | 0.38% | 30 |
|
|
2021
Q2 | $1.03M | Buy |
6,612
+131
| +2% | +$20.4K | 0.35% | 33 |
|
|
2021
Q1 | $987K | Buy |
6,481
+30
| +0.5% | +$4.57K | 0.36% | 31 |
|
|
2020
Q4 | $820K | Sell |
6,451
-545
| -8% | -$69.3K | 0.31% | 30 |
|
|
2020
Q3 | $673K | Buy |
6,996
+212
| +3% | +$20.4K | 0.26% | 33 |
|
|
2020
Q2 | $638K | Buy |
6,784
+653
| +11% | +$61.4K | 0.24% | 38 |
|
|
2020
Q1 | $578K | Buy |
6,131
+1,782
| +41% | +$168K | 0.24% | 39 |
|
|
2019
Q4 | $606K | Buy |
4,349
+2
| +0% | +$279 | 0.27% | 33 |
|
|
2019
Q3 | $512K | Buy |
4,347
+2
| +0% | +$236 | 0.24% | 33 |
|
|
2019
Q2 | $486K | Buy |
4,345
+2
| +0% | +$224 | 0.23% | 31 |
|
|
2019
Q1 | $440K | Buy |
+4,343
| New | +$440K | 0.48% | 23 |
|