PWW
Pettyjohn Wood & White’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6M | Sell |
64,275
-122
| -0.2% | -$35.4K | 3.33% | 4 |
|
|
2025
Q1 | $15.8M | Sell |
64,397
-4,123
| -6% | -$1.01M | 3.03% | 5 |
|
|
2024
Q4 | $16.4M | Buy |
68,520
+104
| +0.2% | +$24.9K | 3.01% | 5 |
|
|
2024
Q3 | $14.4M | Sell |
68,416
-1,135
| -2% | -$239K | 2.66% | 8 |
|
|
2024
Q2 | $14.1M | Sell |
69,551
-624
| -0.9% | -$126K | 2.73% | 7 |
|
|
2024
Q1 | $14.1M | Buy |
70,175
+195
| +0.3% | +$39.1K | 2.8% | 6 |
|
|
2023
Q4 | $11.9M | Sell |
69,980
-207
| -0.3% | -$35.2K | 2.58% | 9 |
|
|
2023
Q3 | $10.2M | Buy |
70,187
+713
| +1% | +$103K | 2.4% | 11 |
|
|
2023
Q2 | $10.1M | Buy |
69,474
+594
| +0.9% | +$86.4K | 2.33% | 12 |
|
|
2023
Q1 | $8.98M | Buy |
68,880
+602
| +0.9% | +$78.4K | 2.19% | 12 |
|
|
2022
Q4 | $9.16M | Sell |
68,278
-215
| -0.3% | -$28.8K | 2.28% | 11 |
|
|
2022
Q3 | $7.16M | Buy |
68,493
+380
| +0.6% | +$39.7K | 1.91% | 14 |
|
|
2022
Q2 | $7.67M | Buy |
68,113
+3,046
| +5% | +$343K | 1.81% | 16 |
|
|
2022
Q1 | $8.87M | Buy |
65,067
+835
| +1% | +$114K | 1.9% | 14 |
|
|
2021
Q4 | $10.2M | Sell |
64,232
-48
| -0.1% | -$7.6K | 2.1% | 10 |
|
|
2021
Q3 | $10.5M | Buy |
64,280
+193
| +0.3% | +$31.6K | 2.34% | 9 |
|
|
2021
Q2 | $9.97M | Buy |
64,087
+258
| +0.4% | +$40.1K | 2.23% | 10 |
|
|
2021
Q1 | $9.72M | Buy |
63,829
+707
| +1% | +$108K | 2.3% | 8 |
|
|
2020
Q4 | $8.02M | Buy |
63,122
+1,855
| +3% | +$236K | 2.05% | 13 |
|
|
2020
Q3 | $5.9M | Sell |
61,267
-775
| -1% | -$74.6K | 1.72% | 18 |
|
|
2020
Q2 | $5.84M | Buy |
62,042
+960
| +2% | +$90.3K | 1.87% | 15 |
|
|
2020
Q1 | $5.5M | Buy |
61,082
+760
| +1% | +$68.4K | 2.05% | 13 |
|
|
2019
Q4 | $8.41M | Sell |
60,322
-567
| -0.9% | -$79K | 2.42% | 7 |
|
|
2019
Q3 | $7.17M | Sell |
60,889
-245
| -0.4% | -$28.8K | 2.18% | 12 |
|
|
2019
Q2 | $6.84M | Buy |
61,134
+1,161
| +2% | +$130K | 2.12% | 14 |
|
|
2019
Q1 | $6.07M | Buy |
59,973
+2,615
| +5% | +$265K | 1.98% | 14 |
|
|
2018
Q4 | $5.6M | Buy |
57,358
+1,847
| +3% | +$180K | 2.05% | 13 |
|
|
2018
Q3 | $6.26M | Buy |
55,511
+880
| +2% | +$99.3K | 2.04% | 13 |
|
|
2018
Q2 | $5.69M | Buy |
54,631
+7,181
| +15% | +$748K | 1.99% | 13 |
|
|
2018
Q1 | $5.22M | Buy |
47,450
+2,610
| +6% | +$287K | 1.89% | 13 |
|
|
2017
Q4 | $4.8M | Sell |
44,840
-3,131
| -7% | -$335K | 1.72% | 16 |
|
|
2017
Q3 | $4.58M | Sell |
47,971
-1,653
| -3% | -$158K | 1.7% | 15 |
|
|
2017
Q2 | $4.54M | Buy |
49,624
+721
| +1% | +$65.9K | 1.68% | 16 |
|
|
2017
Q1 | $4.3M | Buy |
48,903
+20,725
| +74% | +$1.82M | 1.6% | 18 |
|
|
2016
Q4 | $2.43M | Sell |
28,178
-65
| -0.2% | -$5.61K | 0.94% | 39 |
|
|
2016
Q3 | $1.88M | Sell |
28,243
-950
| -3% | -$63.3K | 0.9% | 40 |
|
|
2016
Q2 | $1.81M | Sell |
29,193
-160
| -0.5% | -$9.94K | 0.72% | 47 |
|
|
2016
Q1 | $1.74M | Buy |
29,353
+1,709
| +6% | +$101K | 0.71% | 51 |
|
|
2015
Q4 | $1.83M | Buy |
27,644
+2,143
| +8% | +$141K | 0.77% | 48 |
|
|
2015
Q3 | $1.56M | Buy |
25,501
+125
| +0.5% | +$7.62K | 0.71% | 52 |
|
|
2015
Q2 | $1.72M | Sell |
25,376
-925
| -4% | -$62.7K | 0.72% | 53 |
|
|
2015
Q1 | $1.59M | Sell |
26,301
-565
| -2% | -$34.2K | 0.66% | 53 |
|
|
2014
Q4 | $1.68M | Hold |
26,866
| – | – | 0.7% | 51 |
|
|
2014
Q3 | $1.62M | Sell |
26,866
-325
| -1% | -$19.6K | 0.7% | 50 |
|
|
2014
Q2 | $1.57M | Sell |
27,191
-180
| -0.7% | -$10.4K | 0.69% | 47 |
|
|
2014
Q1 | $1.66M | Buy |
+27,371
| New | +$1.66M | 0.76% | 44 |
|