PGIM Custom Harvest’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 | $4.47M | Buy |
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|
2025
Q2 | $3.93M | Sell |
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|
2025
Q1 | $3.39M | Buy |
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|
2024
Q4 | $2.99M | Sell |
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|
2024
Q3 | $3.07M | Buy |
|
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|
2024
Q2 | $2.74M | Buy |
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|
2024
Q1 | $1.31M | Buy |
|
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|
2023
Q4 | $567K | Buy |
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|
2023
Q3 | $463K | Buy |
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|
2023
Q2 | $411K | Sell |
|
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|
2023
Q1 | $928K | Buy |
|
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|
2022
Q4 | $931K | Buy |
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|
2021
Q3 | $1.39M | Buy |
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|
2021
Q2 | $1.26M | Buy |
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|
2021
Q1 | $1.09M | Buy |
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|
2020
Q4 | $137K | Buy |
|