PWS
Peloton Wealth Strategists’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.23M | Sell |
24,925
-400
| -2% | -$116K | 2.9% | 10 |
|
|
2025
Q1 | $6.21M | Sell |
25,325
-9,010
| -26% | -$2.21M | 2.6% | 11 |
|
|
2024
Q4 | $8.23M | Sell |
34,335
-2,228
| -6% | -$534K | 3.32% | 5 |
|
|
2024
Q3 | $7.71M | Sell |
36,563
-1,773
| -5% | -$374K | 3.06% | 4 |
|
|
2024
Q2 | $7.75M | Sell |
38,336
-77
| -0.2% | -$15.6K | 3.19% | 4 |
|
|
2024
Q1 | $7.69M | Buy |
38,413
+105
| +0.3% | +$21K | 3.13% | 3 |
|
|
2023
Q4 | $6.52M | Sell |
38,308
-1,710
| -4% | -$291K | 2.82% | 8 |
|
|
2023
Q3 | $5.8M | Sell |
40,018
-1,715
| -4% | -$249K | 2.68% | 5 |
|
|
2023
Q2 | $6.07M | Sell |
41,733
-128
| -0.3% | -$18.6K | 2.69% | 5 |
|
|
2023
Q1 | $5.46M | Buy |
41,861
+1,300
| +3% | +$169K | 2.49% | 10 |
|
|
2022
Q4 | $5.44M | Hold |
40,561
| – | – | 2.62% | 8 |
|
|
2022
Q3 | $4.24M | Buy |
40,561
+112
| +0.3% | +$11.7K | 2.21% | 14 |
|
|
2022
Q2 | $4.56M | Buy |
40,449
+600
| +2% | +$67.6K | 2.22% | 14 |
|
|
2022
Q1 | $5.43M | Sell |
39,849
-900
| -2% | -$123K | 2.27% | 13 |
|
|
2021
Q4 | $6.45M | Sell |
40,749
-1,400
| -3% | -$222K | 2.59% | 7 |
|
|
2021
Q3 | $6.9M | Sell |
42,149
-1,000
| -2% | -$164K | 2.82% | 5 |
|
|
2021
Q2 | $6.71M | Buy |
43,149
+365
| +0.9% | +$56.8K | 2.77% | 5 |
|
|
2021
Q1 | $6.51M | Buy |
42,784
+70
| +0.2% | +$10.7K | 3.06% | 5 |
|
|
2020
Q4 | $5.43M | Buy |
42,714
+100
| +0.2% | +$12.7K | 2.69% | 8 |
|
|
2020
Q3 | $4.1M | Buy |
42,614
+2,693
| +7% | +$259K | 2.3% | 13 |
|
|
2020
Q2 | $3.76M | Buy |
39,921
+5,450
| +16% | +$513K | 2.37% | 12 |
|
|
2020
Q1 | $3.1M | Buy |
34,471
+100
| +0.3% | +$9K | 2.53% | 9 |
|
|
2019
Q4 | $4.79M | Sell |
34,371
-700
| -2% | -$97.6K | 2.91% | 6 |
|
|
2019
Q3 | $4.13M | Buy |
35,071
+703
| +2% | +$82.7K | 2.64% | 9 |
|
|
2019
Q2 | $3.84M | Sell |
34,368
-1,282
| -4% | -$143K | 2.57% | 11 |
|
|
2019
Q1 | $3.61M | Sell |
35,650
-300
| -0.8% | -$30.4K | 2.5% | 11 |
|
|
2018
Q4 | $3.51M | Buy |
35,950
+2,500
| +7% | +$244K | 2.86% | 7 |
|
|
2018
Q3 | $3.77M | Sell |
33,450
-1,100
| -3% | -$124K | 2.6% | 9 |
|
|
2018
Q2 | $3.6M | Sell |
34,550
-200
| -0.6% | -$20.8K | 2.61% | 8 |
|
|
2018
Q1 | $3.82M | Sell |
34,750
-700
| -2% | -$77K | 2.88% | 4 |
|
|
2017
Q4 | $3.79M | Buy |
35,450
+200
| +0.6% | +$21.4K | 2.82% | 3 |
|
|
2017
Q3 | $3.37M | Sell |
35,250
-1,900
| -5% | -$181K | 2.6% | 6 |
|
|
2017
Q2 | $3.4M | Sell |
37,150
-200
| -0.5% | -$18.3K | 2.63% | 7 |
|
|
2017
Q1 | $3.28M | Sell |
37,350
-5,800
| -13% | -$509K | 2.7% | 8 |
|
|
2016
Q4 | $3.72M | Buy |
43,150
+200
| +0.5% | +$17.3K | 3.04% | 4 |
|
|
2016
Q3 | $2.86M | Buy |
+42,950
| New | +$2.86M | 2.38% | 10 |
|
|
2016
Q1 | $2.6M | Buy |
43,950
+7,200
| +20% | +$426K | 2.2% | 14 |
|
|
2015
Q4 | $2.43M | Buy |
36,750
+2,100
| +6% | +$139K | 2.09% | 14 |
|
|
2015
Q3 | $2.11M | Hold |
34,650
| – | – | 1.85% | 15 |
|
|
2015
Q2 | $2.35M | Hold |
34,650
| – | – | 1.87% | 18 |
|
|
2015
Q1 | $2.1M | Buy |
34,650
+1,600
| +5% | +$96.9K | 1.63% | 26 |
|
|
2014
Q4 | $2.07M | Hold |
33,050
| – | – | 1.57% | 28 |
|
|
2014
Q3 | $1.99M | Sell |
33,050
-8,900
| -21% | -$536K | 1.57% | 27 |
|
|
2014
Q2 | $2.61M | Buy |
41,950
+9,900
| +31% | +$615K | 2.29% | 11 |
|
|
2014
Q1 | $1.95M | Sell |
32,050
-300
| -0.9% | -$18.2K | 1.6% | 27 |
|
|
2013
Q4 | $1.89M | Sell |
32,350
-1,600
| -5% | -$93.6K | 1.53% | 31 |
|
|
2013
Q3 | $1.76M | Hold |
33,950
| – | – | 1.47% | 32 |
|
|
2013
Q2 | $1.79M | Buy |
+33,950
| New | +$1.79M | 1.61% | 27 |
|