PFS Investments’s JPMorgan Chase JPM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$60.7M	Buy	417,575 +21,056	+5%	+$3.06M	0.99%	19
2023 Q1	$50.5M	Buy	396,519 +41,611	+12%	+$5.3M	0.88%	26
2022 Q4	$47.6M	Buy	354,908 +63,632	+22%	+$8.53M	0.89%	20
2022 Q3	$30.4K	Buy	291,276 +31,796	+12%	+$3.32K	0.55%	36
2022 Q2	$29.2M	Buy	259,480 +42,019	+19%	+$4.73M	0.59%	43
2022 Q1	$29.6M	Buy	217,461 +2,408	+1%	+$328K	0.56%	52
2021 Q4	$34.1M	Buy	215,053 +22,171	+11%	+$3.51M	0.66%	37
2021 Q3	$32.6M	Buy	192,882 +15,892	+9%	+$2.69M	0.67%	37
2021 Q2	$27.6M	Buy	176,990 +37,087	+27%	+$5.78M	0.63%	40
2021 Q1	$21.3M	Sell	139,903 -3,072	-2%	-$468K	0.55%	49
2020 Q4	$19.7M	Buy	142,975 +39,913	+39%	+$5.51M	0.55%	48
2020 Q3	$9.92M	Buy	103,062 +15,193	+17%	+$1.46M	0.33%	76
2020 Q2	$8.27M	Buy	87,869 +17,906	+26%	+$1.68M	0.3%	76
2020 Q1	$6.3M	Buy	69,963 +18,537	+36%	+$1.67M	0.27%	64
2019 Q4	$7.17M	Buy	51,426 +13,781	+37%	+$1.92M	0.28%	69
2019 Q3	$4.43M	Buy	37,645 +18,801	+100%	+$2.21M	0.19%	79
2019 Q2	$2.14M	Buy	18,844 +10,543	+127%	+$1.2M	0.1%	95
2019 Q1	$840K	Buy	+8,301	New	+$840K	0.04%	106