PNAA
Pictet North America Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.2M | Sell |
72,957
-4,464
| -6% | -$1.29M | 2.12% | 15 |
|
|
2025
Q1 | $19M | Buy |
77,421
+3,286
| +4% | +$806K | 1.9% | 17 |
|
|
2024
Q4 | $17.8M | Sell |
74,135
-6,872
| -8% | -$1.65M | 1.69% | 17 |
|
|
2024
Q3 | $17.1M | Buy |
81,007
+882
| +1% | +$186K | 1.69% | 17 |
|
|
2024
Q2 | $16.2M | Buy |
80,125
+3,142
| +4% | +$636K | 1.76% | 15 |
|
|
2024
Q1 | $15.4M | Sell |
76,983
-3,333
| -4% | -$668K | 1.72% | 21 |
|
|
2023
Q4 | $13.7M | Buy |
80,316
+897
| +1% | +$153K | 1.77% | 16 |
|
|
2023
Q3 | $11.5M | Sell |
79,419
-14,226
| -15% | -$2.06M | 1.64% | 17 |
|
|
2023
Q2 | $13.6M | Buy |
93,645
+1,674
| +2% | +$243K | 1.89% | 14 |
|
|
2023
Q1 | $12M | Sell |
91,971
-8,556
| -9% | -$1.11M | 1.93% | 17 |
|
|
2022
Q4 | $13.5M | Sell |
100,527
-4,589
| -4% | -$615K | 2.32% | 16 |
|
|
2022
Q3 | $11M | Sell |
105,116
-3,361
| -3% | -$351K | 1.75% | 18 |
|
|
2022
Q2 | $12.2M | Buy |
108,477
+10
| +0% | +$1.13K | 1.62% | 21 |
|
|
2022
Q1 | $14.8M | Sell |
108,467
-2,456
| -2% | -$335K | 1.71% | 19 |
|
|
2021
Q4 | $17.6M | Buy |
110,923
+850
| +0.8% | +$135K | 1.73% | 18 |
|
|
2021
Q3 | $18M | Sell |
110,073
-285
| -0.3% | -$46.7K | 1.78% | 19 |
|
|
2021
Q2 | $17.2M | Buy |
110,358
+1,595
| +1% | +$248K | 1.77% | 19 |
|
|
2021
Q1 | $16.6M | Buy |
108,763
+2,313
| +2% | +$352K | 1.94% | 16 |
|
|
2020
Q4 | $13.5M | Buy |
106,450
+191
| +0.2% | +$24.3K | 1.71% | 19 |
|
|
2020
Q3 | $10.2M | Sell |
106,259
-969
| -0.9% | -$93.3K | 1.44% | 21 |
|
|
2020
Q2 | $10.1M | Buy |
107,228
+5,435
| +5% | +$511K | 1.45% | 21 |
|
|
2020
Q1 | $9.16M | Sell |
101,793
-22,422
| -18% | -$2.02M | 1.57% | 19 |
|
|
2019
Q4 | $17.3M | Buy |
124,215
+1,629
| +1% | +$227K | 2.13% | 15 |
|
|
2019
Q3 | $14.4M | Buy |
122,586
+9,314
| +8% | +$1.1M | 1.97% | 16 |
|
|
2019
Q2 | $12.7M | Buy |
113,272
+1,741
| +2% | +$195K | 1.84% | 19 |
|
|
2019
Q1 | $11.3M | Sell |
111,531
-15,148
| -12% | -$1.53M | 1.69% | 21 |
|
|
2018
Q4 | $12.4M | Sell |
126,679
-1,189
| -0.9% | -$116K | 1.12% | 21 |
|
|
2018
Q3 | $14.4M | Sell |
127,868
-12,163
| -9% | -$1.37M | 1.91% | 20 |
|
|
2018
Q2 | $14.6M | Buy |
140,031
+1,089
| +0.8% | +$113K | 2.17% | 17 |
|
|
2018
Q1 | $15.3M | Sell |
138,942
-2,655
| -2% | -$292K | 2.3% | 12 |
|
|
2017
Q4 | $15.1M | Buy |
141,597
+4,219
| +3% | +$451K | 2.33% | 14 |
|
|
2017
Q3 | $13.1M | Sell |
137,378
-7,089
| -5% | -$677K | 2.08% | 17 |
|
|
2017
Q2 | $13.2M | Sell |
144,467
-1,389
| -1% | -$127K | 2.19% | 16 |
|
|
2017
Q1 | $12.8M | Buy |
145,856
+107,369
| +279% | +$9.43M | 2.14% | 18 |
|
|
2016
Q4 | $3.32M | Buy |
38,487
+10,250
| +36% | +$884K | 0.73% | 29 |
|
|
2016
Q3 | $1.88M | Sell |
28,237
-4,393
| -13% | -$292K | 0.45% | 37 |
|
|
2016
Q2 | $2.03M | Buy |
32,630
+5,616
| +21% | +$349K | 0.47% | 32 |
|
|
2016
Q1 | $1.6M | Buy |
27,014
+18,134
| +204% | +$1.07M | 0.34% | 38 |
|
|
2015
Q4 | $586K | Buy |
8,880
+179
| +2% | +$11.8K | 0.14% | 57 |
|
|
2015
Q3 | $530K | Buy |
8,701
+300
| +4% | +$18.3K | 0.15% | 48 |
|
|
2015
Q2 | $569K | Buy |
8,401
+1,950
| +30% | +$132K | 0.2% | 28 |
|
|
2015
Q1 | $391K | Hold |
6,451
| – | – | 0.07% | 61 |
|
|
2014
Q4 | $404K | Buy |
+6,451
| New | +$404K | 0.08% | 57 |
|
|
2014
Q2 | – | Sell |
-11,872
| Closed | -$721K | – | 56 |
|
|
2014
Q1 | $721K | Buy |
11,872
+400
| +3% | +$24.3K | 0.2% | 32 |
|
|
2013
Q4 | $671K | Buy |
+11,472
| New | +$671K | 0.15% | 28 |
|