PFS Partners’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 | $304K | Buy |
1,050
+95
| +10% | +$27.5K | 0.15% | 48 |
|
|
2025
Q1 | $234K | Buy |
955
+1
| +0.1% | +$245 | 0.12% | 57 |
|
|
2024
Q4 | $229K | Sell |
954
-21
| -2% | -$5.03K | 0.12% | 60 |
|
|
2024
Q3 | $206K | Sell |
975
-49
| -5% | -$10.3K | 0.12% | 60 |
|
|
2024
Q2 | $207K | Sell |
1,024
-78
| -7% | -$15.8K | 0.13% | 59 |
|
|
2024
Q1 | $221K | Buy |
1,102
+2
| +0.2% | +$401 | 0.15% | 54 |
|
|
2023
Q4 | $187K | Buy |
1,100
+2
| +0.2% | +$340 | 0.13% | 56 |
|
|
2023
Q3 | $159K | Sell |
1,098
-155
| -12% | -$22.5K | 0.14% | 46 |
|
|
2023
Q2 | $182K | Sell |
1,253
-17
| -1% | -$2.47K | 0.15% | 44 |
|
|
2023
Q1 | $166K | Buy |
1,270
+270
| +27% | +$35.2K | 0.16% | 43 |
|
|
2022
Q4 | $134K | Sell |
1,000
-498
| -33% | -$66.8K | 0.14% | 46 |
|
|
2022
Q3 | $157K | Buy |
1,498
+501
| +50% | +$52.4K | 0.17% | 38 |
|
|
2022
Q2 | $112K | Buy |
997
+2
| +0.2% | +$225 | 0.11% | 55 |
|
|
2022
Q1 | $136K | Buy |
995
+1
| +0.1% | +$136 | 0.12% | 53 |
|
|
2021
Q4 | $157K | Buy |
+994
| New | +$157K | 0.12% | 50 |
|