PFA
Pathway Financial Advisers’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.18M | Buy |
31,678
+244
| +0.8% | +$70.7K | 2.97% | 2 |
|
|
2025
Q1 | $7.71M | Sell |
31,434
-1,145
| -4% | -$281K | 2.64% | 2 |
|
|
2024
Q4 | $7.81M | Buy |
32,579
+79
| +0.2% | +$18.9K | 2.62% | 3 |
|
|
2024
Q3 | $6.85M | Sell |
32,500
-2,042
| -6% | -$431K | 3.1% | 1 |
|
|
2024
Q2 | $6.96M | Sell |
34,542
-96
| -0.3% | -$19.3K | 2.49% | 3 |
|
|
2024
Q1 | $6.94M | Sell |
34,638
-1,978
| -5% | -$396K | 2.5% | 2 |
|
|
2023
Q4 | $6.23M | Buy |
36,616
+160
| +0.4% | +$27.2K | 2.37% | 2 |
|
|
2023
Q3 | $5.29M | Buy |
+36,456
| New | +$5.29M | 2.18% | 4 |
|
|
2023
Q1 | $4.7M | Sell |
36,072
-69
| -0.2% | -$8.99K | 1.89% | 8 |
|
|
2022
Q4 | $4.85M | Buy |
+36,141
| New | +$4.85M | 1.96% | 7 |
|