PFG Private Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $423K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $30.7K | Buy |
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|
2024
Q4 | $9.11K | Hold |
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|
2024
Q3 | $8.01K | Hold |
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|
2024
Q2 | $7.69K | Sell |
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|
2024
Q1 | $13.6K | Hold |
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|
2023
Q4 | $11.6K | Sell |
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|
2023
Q3 | $38K | Sell |
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|
2023
Q2 | $126K | Sell |
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|
2023
Q1 | $159K | Sell |
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|
2022
Q4 | $350K | Buy |
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|
2022
Q3 | $271K | Buy |
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|
2022
Q2 | $271K | Buy |
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|
2022
Q1 | $130K | Buy |
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|
2021
Q4 | $14K | Sell |
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|
2021
Q3 | $59K | Buy |
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