PFS Partners’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 | $312K | Sell |
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|
2025
Q2 | $304K | Buy |
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|
2025
Q1 | $234K | Buy |
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|
2024
Q4 | $229K | Sell |
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|
2024
Q3 | $206K | Sell |
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|
2024
Q2 | $207K | Sell |
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|
2024
Q1 | $221K | Buy |
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|
2023
Q4 | $187K | Buy |
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|
2023
Q3 | $159K | Sell |
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|
2023
Q2 | $182K | Sell |
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|
2023
Q1 | $166K | Buy |
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|
2022
Q4 | $134K | Sell |
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|
2022
Q3 | $157K | Buy |
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|
2022
Q2 | $112K | Buy |
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|
2022
Q1 | $136K | Buy |
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|
2021
Q4 | $157K | Buy |
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