PCA Investment Advisory Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,402
| Closed | -$1.53M | – | 101 |
|
|
2024
Q4 | $1.53M | Sell |
6,402
-139
| -2% | -$33.3K | 0.71% | 27 |
|
|
2024
Q3 | $1.38M | Buy |
6,541
+164
| +3% | +$34.6K | 0.65% | 28 |
|
|
2024
Q2 | $1.29M | Buy |
6,377
+60
| +0.9% | +$12.1K | 0.68% | 27 |
|
|
2024
Q1 | $1.27M | Buy |
6,317
+95
| +2% | +$19K | 0.71% | 27 |
|
|
2023
Q4 | $1.06M | Buy |
6,222
+14
| +0.2% | +$2.38K | 0.7% | 28 |
|
|
2023
Q3 | $900K | Buy |
6,208
+5
| +0.1% | +$725 | 0.64% | 33 |
|
|
2023
Q2 | $902K | Sell |
6,203
-82
| -1% | -$11.9K | 0.54% | 34 |
|
|
2023
Q1 | $819K | Buy |
+6,285
| New | +$819K | 0.58% | 36 |
|