PFG Investments’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 | $19.6M | Sell |
67,564
-977
| -1% | -$283K | 1.15% | 9 |
|
|
2025
Q1 | $16.8M | Sell |
68,541
-1,446
| -2% | -$355K | 1.08% | 13 |
|
|
2024
Q4 | $16.8M | Sell |
69,987
-124
| -0.2% | -$29.7K | 1.04% | 10 |
|
|
2024
Q3 | $14.8M | Buy |
70,111
+733
| +1% | +$155K | 0.95% | 13 |
|
|
2024
Q2 | $14M | Sell |
69,378
-403
| -0.6% | -$81.5K | 1% | 13 |
|
|
2024
Q1 | $14M | Buy |
69,781
+45,219
| +184% | +$9.06M | 0.84% | 12 |
|
|
2023
Q4 | $4.18M | Buy |
24,562
+436
| +2% | +$74.2K | 0.78% | 17 |
|
|
2023
Q3 | $3.5M | Buy |
24,126
+2,459
| +11% | +$357K | 0.66% | 24 |
|
|
2023
Q2 | $3.15M | Buy |
21,667
+3,388
| +19% | +$493K | 0.56% | 30 |
|
|
2023
Q1 | $2.38M | Buy |
+18,279
| New | +$2.38M | 0.48% | 39 |
|