PWM
Pinnacle Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Buy |
9,765
+8,136
| +499% | +$2.36M | 2.37% | 14 |
|
|
2025
Q1 | $400K | Sell |
1,629
-8,359
| -84% | -$2.05M | 0.45% | 57 |
|
|
2024
Q4 | $2.39M | Sell |
9,988
-99
| -1% | -$23.7K | 2.66% | 14 |
|
|
2024
Q3 | $2.13M | Sell |
10,087
-238
| -2% | -$50.2K | 2.54% | 23 |
|
|
2024
Q2 | $2.09M | Buy |
10,325
+391
| +4% | +$79.1K | 2.61% | 17 |
|
|
2024
Q1 | $1.99M | Buy |
+9,934
| New | +$1.99M | 2.07% | 20 |
|