PMSA
Patrick M. Sweeney & Associates’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.08M | Sell |
23,917
-12
| -0.1% | -$3.55K | 4.87% | 3 |
|
|
2025
Q1 | $5.87M | Sell |
23,929
-80
| -0.3% | -$19.6K | 4.38% | 3 |
|
|
2024
Q4 | $5.76M | Sell |
24,009
-51
| -0.2% | -$12.2K | 4.31% | 3 |
|
|
2024
Q3 | $5.07M | Buy |
24,060
+59
| +0.2% | +$12.4K | 3.73% | 5 |
|
|
2024
Q2 | $4.85M | Sell |
24,001
-7
| -0% | -$1.42K | 3.92% | 5 |
|
|
2024
Q1 | $4.81M | Buy |
24,008
+68
| +0.3% | +$13.6K | 3.95% | 6 |
|
|
2023
Q4 | $4.07M | Buy |
+23,940
| New | +$4.07M | 3.72% | 7 |
|