PCH
PGIM Custom Harvest’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.93M | Sell |
13,542
-269
| -2% | -$78K | 0.08% | 61 |
|
|
2025
Q1 | $3.39M | Buy |
13,811
+1,320
| +11% | +$324K | 0.08% | 65 |
|
|
2024
Q4 | $2.99M | Sell |
12,491
-2,087
| -14% | -$500K | 0.06% | 72 |
|
|
2024
Q3 | $3.07M | Buy |
14,578
+1,045
| +8% | +$220K | 0.06% | 71 |
|
|
2024
Q2 | $2.74M | Buy |
13,533
+7,000
| +107% | +$1.42M | 0.06% | 71 |
|
|
2024
Q1 | $1.31M | Buy |
6,533
+3,202
| +96% | +$641K | 0.03% | 95 |
|
|
2023
Q4 | $567K | Buy |
3,331
+141
| +4% | +$24K | 0.02% | 119 |
|
|
2023
Q3 | $463K | Buy |
3,190
+367
| +13% | +$53.2K | 0.02% | 120 |
|
|
2023
Q2 | $411K | Sell |
2,823
-4,297
| -60% | -$625K | 0.02% | 124 |
|
|
2023
Q1 | $928K | Buy |
7,120
+177
| +3% | +$23.1K | 0.04% | 101 |
|
|
2022
Q4 | $931K | Buy |
+6,943
| New | +$931K | 0.04% | 100 |
|
|
2021
Q3 | $1.39M | Buy |
8,794
+711
| +9% | +$112K | 0.21% | 83 |
|
|
2021
Q2 | $1.26M | Buy |
8,083
+909
| +13% | +$141K | 0.23% | 75 |
|
|
2021
Q1 | $1.09M | Buy |
7,174
+6,165
| +611% | +$940K | 0.27% | 68 |
|
|
2020
Q4 | $137K | Buy |
+1,009
| New | +$137K | 0.05% | 132 |
|