PCA
Peddock Capital Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.12M | Sell |
27,993
-93
| -0.3% | -$27K | 1.88% | 12 |
|
|
2025
Q1 | $6.89M | Sell |
28,086
-451
| -2% | -$111K | 1.74% | 12 |
|
|
2024
Q4 | $6.84M | Sell |
28,537
-171
| -0.6% | -$41K | 1.64% | 12 |
|
|
2024
Q3 | $6.05M | Buy |
28,708
+168
| +0.6% | +$35.4K | 1.46% | 12 |
|
|
2024
Q2 | $5.77M | Sell |
28,540
-1,132
| -4% | -$229K | 1.49% | 13 |
|
|
2024
Q1 | $5.94M | Buy |
29,672
+590
| +2% | +$118K | 1.56% | 12 |
|
|
2023
Q4 | $4.95M | Sell |
29,082
-134
| -0.5% | -$22.8K | 1.51% | 13 |
|
|
2023
Q3 | $4.24M | Buy |
29,216
+349
| +1% | +$50.6K | 1.41% | 15 |
|
|
2023
Q2 | $4.2M | Buy |
28,867
+355
| +1% | +$51.6K | 1.38% | 15 |
|
|
2023
Q1 | $3.72M | Buy |
28,512
+491
| +2% | +$64K | 1.29% | 16 |
|
|
2022
Q4 | $3.76M | Sell |
28,021
-851
| -3% | -$114K | 1.45% | 15 |
|
|
2022
Q3 | $3.02M | Buy |
28,872
+190
| +0.7% | +$19.9K | 1.24% | 17 |
|
|
2022
Q2 | $3.23M | Buy |
28,682
+200
| +0.7% | +$22.5K | 1.26% | 17 |
|
|
2022
Q1 | $3.88M | Buy |
28,482
+4,822
| +20% | +$657K | 1.26% | 17 |
|
|
2021
Q4 | $3.75M | Buy |
23,660
+114
| +0.5% | +$18K | 1.24% | 17 |
|
|
2021
Q3 | $3.85M | Buy |
23,546
+108
| +0.5% | +$17.7K | 1.37% | 15 |
|
|
2021
Q2 | $3.56M | Sell |
23,438
-285
| -1% | -$43.3K | 1.24% | 17 |
|
|
2021
Q1 | $3.61M | Sell |
23,723
-138
| -0.6% | -$21K | 1.38% | 15 |
|
|
2020
Q4 | $3.03M | Sell |
23,861
-39
| -0.2% | -$4.96K | 1.58% | 12 |
|
|
2020
Q3 | $2.3M | Sell |
23,900
-166
| -0.7% | -$16K | 1.41% | 16 |
|
|
2020
Q2 | $2.26M | Buy |
24,066
+30
| +0.1% | +$2.82K | 1.43% | 15 |
|
|
2020
Q1 | $2.16M | Sell |
24,036
-699
| -3% | -$62.9K | 1.62% | 12 |
|
|
2019
Q4 | $3.45M | Sell |
24,735
-347
| -1% | -$48.4K | 1.77% | 9 |
|
|
2019
Q3 | $2.95M | Sell |
25,082
-1,524
| -6% | -$179K | 1.64% | 10 |
|
|
2019
Q2 | $2.98M | Sell |
26,606
-148
| -0.6% | -$16.5K | 1.58% | 10 |
|
|
2019
Q1 | $2.71M | Buy |
26,754
+280
| +1% | +$28.3K | 1.47% | 8 |
|
|
2018
Q4 | $2.58M | Buy |
26,474
+166
| +0.6% | +$16.2K | 1.53% | 10 |
|
|
2018
Q3 | $2.97M | Buy |
26,308
+86
| +0.3% | +$9.71K | 1.43% | 10 |
|
|
2018
Q2 | $2.73M | Buy |
26,222
+26
| +0.1% | +$2.71K | 1.37% | 10 |
|
|
2018
Q1 | $2.88M | Buy |
26,196
+16
| +0.1% | +$1.76K | 1.52% | 10 |
|
|
2017
Q4 | $2.8M | Sell |
26,180
-59
| -0.2% | -$6.31K | 1.4% | 11 |
|
|
2017
Q3 | $2.51M | Buy |
26,239
+434
| +2% | +$41.5K | 1.28% | 11 |
|
|
2017
Q2 | $2.36M | Buy |
25,805
+441
| +2% | +$40.3K | 1.25% | 11 |
|
|
2017
Q1 | $2.23M | Buy |
25,364
+717
| +3% | +$63K | 1.29% | 11 |
|
|
2016
Q4 | $2.13M | Buy |
24,647
+557
| +2% | +$48.1K | 1.25% | 11 |
|
|
2016
Q3 | $1.6M | Hold |
24,090
| – | – | 0.99% | 12 |
|
|
2016
Q2 | $1.5M | Buy |
24,090
+584
| +2% | +$36.3K | 0.96% | 13 |
|
|
2016
Q1 | $1.39M | Buy |
23,506
+826
| +4% | +$48.9K | 1.05% | 15 |
|
|
2015
Q4 | $1.5M | Buy |
22,680
+781
| +4% | +$51.6K | 1.15% | 12 |
|
|
2015
Q3 | $1.34M | Buy |
21,899
+185
| +0.9% | +$11.3K | 1.22% | 13 |
|
|
2015
Q2 | $1.47M | Buy |
21,714
+807
| +4% | +$54.7K | 1.2% | 14 |
|
|
2015
Q1 | $1.27M | Buy |
20,907
+197
| +1% | +$11.9K | 1.05% | 16 |
|
|
2014
Q4 | $1.3M | Buy |
20,710
+338
| +2% | +$21.2K | 1.05% | 15 |
|
|
2014
Q3 | $1.23M | Hold |
20,372
| – | – | 1% | 21 |
|
|
2014
Q2 | $1.17M | Buy |
20,372
+220
| +1% | +$12.7K | 0.88% | 23 |
|
|
2014
Q1 | $1.22M | Buy |
20,152
+1,090
| +6% | +$66.2K | 0.96% | 17 |
|
|
2013
Q4 | $1.12M | Buy |
+19,062
| New | +$1.12M | 0.87% | 21 |
|