Pennsylvania Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $589K | Buy |
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|
2025
Q2 | $533K | Sell |
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|
2025
Q1 | $474K | Sell |
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|
2024
Q4 | $465K | Buy |
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|
2024
Q3 | $328K | Sell |
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|
2024
Q2 | $451K | Sell |
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|
2024
Q1 | $447K | Buy |
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|
2023
Q4 | $366K | Sell |
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|
2023
Q3 | $398K | Buy |
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|
2023
Q2 | $393K | Sell |
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|
2023
Q1 | $358K | Hold |
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|
2022
Q4 | $384K | Buy |
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|
2022
Q3 | $277K | Hold |
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|
2022
Q2 | $298K | Hold |
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|
2022
Q1 | $361K | Hold |
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|
2021
Q4 | $419K | Hold |
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|
2021
Q3 | $455K | Sell |
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|
2021
Q2 | $418K | Sell |
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|
2021
Q1 | $455K | Sell |
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|
2020
Q4 | $477K | Hold |
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|
2020
Q3 | $337K | Sell |
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|
2020
Q2 | $1.67M | Buy |
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|
2020
Q1 | $301K | Hold |
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|
2019
Q4 | $499K | Buy |
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