PWM
Perigon Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.8M | Sell |
123,591
-1,878
| -1% | -$544K | 0.84% | 17 |
|
|
2025
Q1 | $30.8M | Sell |
125,469
-1,394
| -1% | -$342K | 0.79% | 18 |
|
|
2024
Q4 | $32.3M | Buy |
126,863
+7,238
| +6% | +$1.84M | 0.79% | 21 |
|
|
2024
Q3 | $25.2M | Sell |
119,625
-441
| -0.4% | -$93K | 0.67% | 23 |
|
|
2024
Q2 | $24.3M | Buy |
120,066
+420
| +0.4% | +$84.9K | 0.7% | 23 |
|
|
2024
Q1 | $24M | Sell |
119,646
-8,432
| -7% | -$1.69M | 0.73% | 23 |
|
|
2023
Q4 | $21.8M | Buy |
128,078
+4,426
| +4% | +$753K | 0.71% | 24 |
|
|
2023
Q3 | $17.9M | Sell |
123,652
-1,552
| -1% | -$225K | 0.73% | 27 |
|
|
2023
Q2 | $18.2M | Buy |
125,204
+51,416
| +70% | +$7.48M | 0.72% | 29 |
|
|
2023
Q1 | $9.62M | Buy |
73,788
+1,643
| +2% | +$214K | 0.55% | 38 |
|
|
2022
Q4 | $9.67M | Buy |
72,145
+5,928
| +9% | +$795K | 0.6% | 34 |
|
|
2022
Q3 | $6.92M | Sell |
66,217
-2,046
| -3% | -$214K | 0.6% | 33 |
|
|
2022
Q2 | $7.69M | Buy |
68,263
+1,482
| +2% | +$167K | 0.64% | 30 |
|
|
2022
Q1 | $9.1M | Sell |
66,781
-2,277
| -3% | -$310K | 0.64% | 27 |
|
|
2021
Q4 | $10.9M | Buy |
69,058
+6,055
| +10% | +$959K | 0.78% | 22 |
|
|
2021
Q3 | $10.3M | Sell |
63,003
-533
| -0.8% | -$87.2K | 0.9% | 16 |
|
|
2021
Q2 | $9.88M | Buy |
63,536
+2,857
| +5% | +$444K | 0.88% | 17 |
|
|
2021
Q1 | $9.24M | Buy |
60,679
+7,537
| +14% | +$1.15M | 0.94% | 17 |
|
|
2020
Q4 | $6.75M | Buy |
53,142
+1,581
| +3% | +$201K | 0.78% | 23 |
|
|
2020
Q3 | $4.96M | Buy |
51,561
+151
| +0.3% | +$14.5K | 0.69% | 29 |
|
|
2020
Q2 | $4.84M | Buy |
51,410
+2,026
| +4% | +$191K | 0.77% | 28 |
|
|
2020
Q1 | $5.08M | Buy |
49,384
+3,315
| +7% | +$341K | 0.94% | 25 |
|
|
2019
Q4 | $6.37M | Sell |
46,069
-439
| -0.9% | -$60.7K | 1.3% | 15 |
|
|
2019
Q3 | $5.58M | Buy |
46,508
+846
| +2% | +$101K | 1.31% | 17 |
|
|
2019
Q2 | $5.11M | Buy |
45,662
+504
| +1% | +$56.3K | 1.2% | 19 |
|
|
2019
Q1 | $5.14M | Sell |
45,158
-1,566
| -3% | -$178K | 1.2% | 20 |
|
|
2018
Q4 | $4.7M | Buy |
46,724
+5,091
| +12% | +$512K | 1.2% | 19 |
|
|
2018
Q3 | $4.7M | Buy |
41,633
+7,388
| +22% | +$834K | 1.16% | 17 |
|
|
2018
Q2 | $3.57M | Buy |
34,245
+6,110
| +22% | +$637K | 1.07% | 25 |
|
|
2018
Q1 | $3.09M | Buy |
28,135
+3,278
| +13% | +$360K | 1.14% | 27 |
|
|
2017
Q4 | $2.66M | Sell |
24,857
-2,026
| -8% | -$217K | 0.99% | 32 |
|
|
2017
Q3 | $2.57M | Buy |
26,883
+17,107
| +175% | +$1.63M | 0.83% | 33 |
|
|
2017
Q2 | $894K | Buy |
9,776
+498
| +5% | +$45.5K | 0.19% | 118 |
|
|
2017
Q1 | $815K | Sell |
9,278
-347
| -4% | -$30.5K | 0.17% | 124 |
|
|
2016
Q4 | $893K | Buy |
9,625
+8,134
| +546% | +$755K | 0.2% | 118 |
|
|
2016
Q3 | $99K | Buy |
1,491
+180
| +14% | +$12K | 0.03% | 243 |
|
|
2016
Q2 | $81K | Sell |
1,311
-200
| -13% | -$12.4K | 0.02% | 245 |
|
|
2016
Q1 | $78K | Buy |
+1,511
| New | +$78K | 0.02% | 175 |
|
|
2014
Q3 | – | Sell |
-3,957
| Closed | -$228K | – | 209 |
|
|
2014
Q2 | $228K | Buy |
+3,957
| New | +$228K | 0.07% | 180 |
|
|
2014
Q1 | – | Sell |
-4,034
| Closed | -$235K | – | 134 |
|
|
2013
Q4 | $235K | Buy |
+4,034
| New | +$235K | 0.13% | 119 |
|