PPWM
PFG Private Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-125
| Closed | -$30.7K | – | 153 |
|
|
2025
Q1 | $30.7K | Buy |
125
+87
| +229% | +$21.3K | 0.02% | 105 |
|
|
2024
Q4 | $9.11K | Hold |
38
| – | – | 0.01% | 138 |
|
|
2024
Q3 | $8.01K | Hold |
38
| – | – | ﹤0.01% | 146 |
|
|
2024
Q2 | $7.69K | Sell |
38
-30
| -44% | -$6.07K | ﹤0.01% | 146 |
|
|
2024
Q1 | $13.6K | Hold |
68
| – | – | 0.01% | 124 |
|
|
2023
Q4 | $11.6K | Sell |
68
-194
| -74% | -$33K | 0.01% | 124 |
|
|
2023
Q3 | $38K | Sell |
262
-606
| -70% | -$87.9K | 0.03% | 103 |
|
|
2023
Q2 | $126K | Sell |
868
-356
| -29% | -$51.8K | 0.07% | 80 |
|
|
2023
Q1 | $159K | Sell |
1,224
-1,388
| -53% | -$181K | 0.1% | 61 |
|
|
2022
Q4 | $350K | Buy |
2,612
+20
| +0.8% | +$2.68K | 0.22% | 29 |
|
|
2022
Q3 | $271K | Buy |
2,592
+182
| +8% | +$19K | 0.18% | 36 |
|
|
2022
Q2 | $271K | Buy |
2,410
+1,456
| +153% | +$164K | 0.15% | 40 |
|
|
2022
Q1 | $130K | Buy |
954
+863
| +948% | +$118K | 0.07% | 76 |
|
|
2021
Q4 | $14K | Sell |
91
-267
| -75% | -$41.1K | 0.01% | 188 |
|
|
2021
Q3 | $59K | Buy |
+358
| New | +$59K | 0.03% | 141 |
|