PA
Pineridge Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.4K | Buy |
246
+11
| +5% | +$3.19K | 0.03% | 91 |
|
|
2025
Q1 | $57.7K | Sell |
235
-663
| -74% | -$163K | 0.02% | 97 |
|
|
2024
Q4 | $215K | Buy |
898
+549
| +157% | +$132K | 0.08% | 48 |
|
|
2024
Q3 | $73.6K | Sell |
349
-71
| -17% | -$15K | 0.03% | 112 |
|
|
2024
Q2 | $84.9K | Buy |
420
+5
| +1% | +$1.01K | 0.03% | 109 |
|
|
2024
Q1 | $83.1K | Sell |
415
-451
| -52% | -$90.3K | 0.03% | 101 |
|
|
2023
Q4 | $147K | Buy |
+866
| New | +$147K | 0.05% | 84 |
|