PWM
PBMares Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Buy |
5,860
+360
| +7% | +$104K | 0.31% | 42 |
|
|
2025
Q1 | $1.35M | Sell |
5,500
-1,760
| -24% | -$432K | 0.27% | 52 |
|
|
2024
Q4 | $1.74M | Buy |
7,260
+1
| +0% | +$240 | 0.36% | 41 |
|
|
2024
Q3 | $1.53M | Buy |
7,259
+502
| +7% | +$106K | 0.32% | 44 |
|
|
2024
Q2 | $1.37M | Buy |
6,757
+132
| +2% | +$26.7K | 0.34% | 46 |
|
|
2024
Q1 | $1.33M | Buy |
6,625
+63
| +1% | +$12.6K | 0.35% | 49 |
|
|
2023
Q4 | $1.12M | Buy |
6,562
+932
| +17% | +$159K | 0.34% | 51 |
|
|
2023
Q3 | $816K | Sell |
5,630
-33
| -0.6% | -$4.79K | 0.29% | 62 |
|
|
2023
Q2 | $824K | Buy |
5,663
+6
| +0.1% | +$873 | 0.29% | 63 |
|
|
2023
Q1 | $737K | Buy |
5,657
+50
| +0.9% | +$6.52K | 0.27% | 72 |
|
|
2022
Q4 | $752K | Sell |
5,607
-1,390
| -20% | -$186K | 0.3% | 62 |
|
|
2022
Q3 | $731K | Buy |
6,997
+861
| +14% | +$90K | 0.32% | 59 |
|
|
2022
Q2 | $691K | Buy |
6,136
+400
| +7% | +$45K | 0.3% | 62 |
|
|
2022
Q1 | $782K | Sell |
5,736
-325
| -5% | -$44.3K | 0.48% | 52 |
|
|
2021
Q4 | $960K | Hold |
6,061
| – | – | 0.41% | 49 |
|
|
2021
Q3 | $992K | Hold |
6,061
| – | – | 0.47% | 42 |
|
|
2021
Q2 | $943K | Sell |
6,061
-267
| -4% | -$41.5K | 0.51% | 47 |
|
|
2021
Q1 | $963K | Buy |
6,328
+1,426
| +29% | +$217K | 0.79% | 37 |
|
|
2020
Q4 | $623K | Buy |
4,902
+1
| +0% | +$127 | 0.72% | 54 |
|
|
2020
Q3 | $472K | Buy |
4,901
+151
| +3% | +$14.5K | 0.69% | 53 |
|
|
2020
Q2 | $447K | Hold |
4,750
| – | – | 0.67% | 56 |
|
|
2020
Q1 | $428K | Sell |
4,750
-826
| -15% | -$74.4K | 0.67% | 51 |
|
|
2019
Q4 | $777K | Buy |
+5,576
| New | +$777K | 0.93% | 33 |
|