PFW Advisors’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 | $1.42M | Sell |
4,888
-141
| -3% | -$40.9K | 0.44% | 50 |
|
|
2025
Q1 | $1.23M | Sell |
5,029
-2
| -0% | -$491 | 0.39% | 55 |
|
|
2024
Q4 | $1.21M | Buy |
+5,031
| New | +$1.21M | 0.37% | 54 |
|
|
2024
Q2 | $1.02M | Sell |
5,030
-202
| -4% | -$40.9K | 0.32% | 58 |
|
|
2024
Q1 | $1.05M | Buy |
5,232
+55
| +1% | +$11K | 0.32% | 59 |
|
|
2023
Q4 | $881K | Buy |
5,177
+840
| +19% | +$143K | 0.28% | 69 |
|
|
2023
Q3 | $629K | Hold |
4,337
| – | – | 0.22% | 73 |
|
|
2023
Q2 | $670K | Buy |
+4,337
| New | +$670K | 0.22% | 71 |
|
|
2019
Q3 | $1.06M | Buy |
+5,030
| New | +$1.06M | 0.32% | 61 |
|