PWM
Paulson Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Sell |
8,544
-21
| -0.2% | -$6.09K | 0.64% | 21 |
|
|
2025
Q1 | $2.1M | Sell |
8,565
-60
| -0.7% | -$14.7K | 0.59% | 25 |
|
|
2024
Q4 | $2.07M | Sell |
8,625
-1,269
| -13% | -$304K | 0.56% | 26 |
|
|
2024
Q3 | $2.09M | Sell |
9,894
-26
| -0.3% | -$5.48K | 0.56% | 27 |
|
|
2024
Q2 | $2.01M | Sell |
9,920
-80
| -0.8% | -$16.2K | 0.59% | 26 |
|
|
2024
Q1 | $2M | Sell |
10,000
-95
| -0.9% | -$19K | 0.59% | 29 |
|
|
2023
Q4 | $1.72M | Sell |
10,095
-2,113
| -17% | -$359K | 0.55% | 31 |
|
|
2023
Q3 | $1.77M | Buy |
12,208
+1,604
| +15% | +$233K | 0.62% | 29 |
|
|
2023
Q2 | $1.54M | Buy |
10,604
+1,231
| +13% | +$179K | 0.53% | 32 |
|
|
2023
Q1 | $1.22M | Buy |
9,373
+355
| +4% | +$46.3K | 0.54% | 22 |
|
|
2022
Q4 | $1.21M | Buy |
9,018
+283
| +3% | +$38K | 0.59% | 22 |
|
|
2022
Q3 | $913K | Buy |
8,735
+1,844
| +27% | +$193K | 0.49% | 22 |
|
|
2022
Q2 | $776K | Buy |
6,891
+288
| +4% | +$32.4K | 0.41% | 24 |
|
|
2022
Q1 | $900K | Sell |
6,603
-27
| -0.4% | -$3.68K | 0.41% | 24 |
|
|
2021
Q4 | $1.05M | Sell |
6,630
-684
| -9% | -$108K | 0.47% | 23 |
|
|
2021
Q3 | $1.2M | Sell |
7,314
-354
| -5% | -$57.9K | 0.57% | 21 |
|
|
2021
Q2 | $1.19M | Buy |
7,668
+135
| +2% | +$21K | 0.58% | 22 |
|
|
2021
Q1 | $1.15M | Buy |
7,533
+816
| +12% | +$124K | 0.57% | 22 |
|
|
2020
Q4 | $854K | Buy |
6,717
+573
| +9% | +$72.9K | 0.5% | 27 |
|
|
2020
Q3 | $591K | Buy |
6,144
+1,543
| +34% | +$148K | 0.38% | 35 |
|
|
2020
Q2 | $433K | Sell |
4,601
-382
| -8% | -$36K | 0.3% | 49 |
|
|
2020
Q1 | $452K | Sell |
4,983
-291
| -6% | -$26.4K | 0.35% | 43 |
|
|
2019
Q4 | $729K | Sell |
5,274
-1,874
| -26% | -$259K | 0.52% | 31 |
|
|
2019
Q3 | $841K | Sell |
7,148
-387
| -5% | -$45.5K | 0.63% | 27 |
|
|
2019
Q2 | $877K | Sell |
7,535
-186
| -2% | -$21.6K | 0.65% | 28 |
|
|
2019
Q1 | $782K | Buy |
7,721
+295
| +4% | +$29.9K | 0.59% | 36 |
|
|
2018
Q4 | $764K | Buy |
7,426
+381
| +5% | +$39.2K | 0.63% | 39 |
|
|
2018
Q3 | $741K | Buy |
7,045
+964
| +16% | +$101K | 0.66% | 43 |
|
|
2018
Q2 | $634K | Sell |
6,081
-950
| -14% | -$99K | 0.63% | 55 |
|
|
2018
Q1 | $773K | Buy |
7,031
+24
| +0.3% | +$2.64K | 0.77% | 39 |
|
|
2017
Q4 | $749K | Buy |
+7,007
| New | +$749K | 0.66% | 46 |
|