PWM
Penobscot Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Sell |
1,432
-6
| -0.4% | -$1.74K | 0.15% | 64 |
|
|
2025
Q1 | $353K | Buy |
1,438
+16
| +1% | +$3.93K | 0.15% | 65 |
|
|
2024
Q4 | $341K | Buy |
1,422
+44
| +3% | +$10.6K | 0.16% | 58 |
|
|
2024
Q3 | $291K | Buy |
1,378
+373
| +37% | +$78.8K | 0.16% | 63 |
|
|
2024
Q2 | $206K | Sell |
1,005
-67
| -6% | -$13.7K | 0.12% | 70 |
|
|
2024
Q1 | $215K | Buy |
+1,072
| New | +$215K | 0.14% | 70 |
|