PFG Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Buy |
49,727
+8,097
| +19% | +$2.35M | 0.67% | 22 |
|
|
2025
Q1 | $10.2M | Buy |
41,630
+8,115
| +24% | +$1.99M | 0.57% | 38 |
|
|
2024
Q4 | $8.03M | Sell |
33,515
-1,156
| -3% | -$277K | 0.49% | 50 |
|
|
2024
Q3 | $7.31M | Sell |
34,671
-2,823
| -8% | -$595K | 0.46% | 51 |
|
|
2024
Q2 | $7.58M | Buy |
37,494
+623
| +2% | +$126K | 0.51% | 47 |
|
|
2024
Q1 | $7.39M | Sell |
36,871
-666
| -2% | -$133K | 0.54% | 40 |
|
|
2023
Q4 | $6.39M | Buy |
37,537
+1,759
| +5% | +$299K | 0.52% | 45 |
|
|
2023
Q3 | $5.19M | Sell |
35,778
-17,922
| -33% | -$2.6M | 0.47% | 53 |
|
|
2023
Q2 | $7.81M | Buy |
53,700
+198
| +0.4% | +$28.8K | 0.59% | 31 |
|
|
2023
Q1 | $6.97M | Buy |
53,502
+872
| +2% | +$114K | 0.58% | 32 |
|
|
2022
Q4 | $7.06M | Buy |
52,630
+5,289
| +11% | +$709K | 0.69% | 24 |
|
|
2022
Q3 | $4.95M | Buy |
47,341
+3,840
| +9% | +$401K | 0.57% | 32 |
|
|
2022
Q2 | $4.9M | Buy |
43,501
+2,628
| +6% | +$296K | 0.55% | 24 |
|
|
2022
Q1 | $5.57M | Buy |
40,873
+3,235
| +9% | +$441K | 0.56% | 25 |
|
|
2021
Q4 | $5.96M | Buy |
37,638
+421
| +1% | +$66.7K | 0.59% | 29 |
|
|
2021
Q3 | $6.09M | Buy |
37,217
+934
| +3% | +$153K | 0.67% | 23 |
|
|
2021
Q2 | $5.64M | Buy |
36,283
+456
| +1% | +$70.9K | 0.65% | 26 |
|
|
2021
Q1 | $5.45M | Buy |
35,827
+14,820
| +71% | +$2.26M | 0.7% | 23 |
|
|
2020
Q4 | $2.67M | Sell |
21,007
-83
| -0.4% | -$10.5K | 0.45% | 56 |
|
|
2020
Q3 | $2.1M | Buy |
21,090
+1,070
| +5% | +$107K | 0.4% | 65 |
|
|
2020
Q2 | $1.93M | Buy |
20,020
+687
| +4% | +$66.1K | 0.43% | 67 |
|
|
2020
Q1 | $1.77M | Sell |
19,333
-402
| -2% | -$36.9K | 0.48% | 65 |
|
|
2019
Q4 | $2.7M | Buy |
19,735
+2,226
| +13% | +$305K | 0.66% | 36 |
|
|
2019
Q3 | $1.97M | Buy |
17,509
+724
| +4% | +$81.5K | 0.54% | 46 |
|
|
2019
Q2 | $1.95M | Buy |
16,785
+2,077
| +14% | +$241K | 0.53% | 44 |
|
|
2019
Q1 | $1.71M | Sell |
14,708
-946
| -6% | -$110K | 0.52% | 48 |
|
|
2018
Q4 | $1.61M | Buy |
+15,654
| New | +$1.61M | 0.5% | 55 |
|