PFA
Pathway Financial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $788K | Sell |
2,719
-3,353
| -55% | -$972K | 0.12% | 67 |
|
|
2025
Q1 | $1.49M | Hold |
6,072
| – | – | 0.27% | 44 |
|
|
2024
Q4 | $1.46M | Sell |
6,072
-19
| -0.3% | -$4.55K | 0.33% | 39 |
|
|
2024
Q3 | $1.28M | Sell |
6,091
-540
| -8% | -$114K | 0.33% | 41 |
|
|
2024
Q2 | $1.34M | Hold |
6,631
| – | – | 0.36% | 38 |
|
|
2024
Q1 | $1.33M | Sell |
6,631
-36
| -0.5% | -$7.21K | 0.36% | 38 |
|
|
2023
Q4 | $1.13M | Buy |
6,667
+679
| +11% | +$115K | 0.33% | 39 |
|
|
2023
Q3 | $868K | Sell |
5,988
-26
| -0.4% | -$3.77K | 0.3% | 41 |
|
|
2023
Q2 | $875K | Buy |
6,014
+4
| +0.1% | +$582 | 0.29% | 41 |
|
|
2023
Q1 | $783K | Hold |
6,010
| – | – | 0.26% | 43 |
|
|
2022
Q4 | $806K | Sell |
6,010
-238
| -4% | -$31.9K | 0.25% | 45 |
|
|
2022
Q3 | $653K | Sell |
6,248
-36
| -0.6% | -$3.76K | 0.22% | 47 |
|
|
2022
Q2 | $708K | Buy |
6,284
+238
| +4% | +$26.8K | 0.29% | 47 |
|
|
2022
Q1 | $824K | Hold |
6,046
| – | – | 0.31% | 43 |
|
|
2021
Q4 | $898K | Buy |
+6,046
| New | +$898K | 0.32% | 41 |
|
|
2021
Q1 | $962K | Buy |
5,979
+71
| +1% | +$11.4K | 0.38% | 35 |
|
|
2020
Q4 | $869K | Hold |
5,908
| – | – | 0.36% | 38 |
|
|
2020
Q3 | $573K | Sell |
5,908
-538
| -8% | -$52.2K | 0.22% | 44 |
|
|
2020
Q2 | $606K | Sell |
6,446
-1,277
| -17% | -$120K | 0.18% | 40 |
|
|
2020
Q1 | $649K | Hold |
7,723
| – | – | 0.22% | 38 |
|
|
2019
Q4 | $1.06M | Buy |
7,723
+2,901
| +60% | +$397K | 0.3% | 37 |
|
|
2019
Q3 | $629K | Sell |
4,822
-25
| -0.5% | -$3.26K | 0.18% | 49 |
|
|
2019
Q2 | $542K | Buy |
4,847
+129
| +3% | +$14.4K | 0.16% | 53 |
|
|
2019
Q1 | $478K | Hold |
4,718
| – | – | 0.15% | 54 |
|
|
2018
Q4 | $461K | Hold |
4,718
| – | – | 0.26% | 54 |
|
|
2018
Q3 | $474K | Hold |
4,718
| – | – | 0.26% | 52 |
|
|
2018
Q2 | $492K | Sell |
4,718
-11
| -0.2% | -$1.15K | 0.29% | 43 |
|
|
2018
Q1 | $520K | Sell |
4,729
-35
| -0.7% | -$3.85K | 0.3% | 44 |
|
|
2017
Q4 | $509K | Buy |
+4,764
| New | +$509K | 0.29% | 45 |
|