PWPS
Pinnacle Wealth Planning Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.75M | Buy |
16,380
+52
| +0.3% | +$15.1K | 0.62% | 26 |
|
|
2025
Q1 | $4.01M | Buy |
16,328
+1,364
| +9% | +$335K | 0.6% | 28 |
|
|
2024
Q4 | $3.59M | Sell |
14,964
-2,888
| -16% | -$692K | 0.54% | 31 |
|
|
2024
Q3 | $3.76M | Buy |
17,852
+899
| +5% | +$190K | 0.51% | 33 |
|
|
2024
Q2 | $3.43M | Sell |
16,953
-956
| -5% | -$193K | 0.49% | 32 |
|
|
2024
Q1 | $3.59M | Sell |
17,909
-144
| -0.8% | -$28.8K | 0.53% | 30 |
|
|
2023
Q4 | $3.07M | Sell |
18,053
-150
| -0.8% | -$25.5K | 0.48% | 34 |
|
|
2023
Q3 | $2.64M | Sell |
18,203
-83
| -0.5% | -$12K | 0.44% | 37 |
|
|
2023
Q2 | $2.66M | Buy |
18,286
+1,261
| +7% | +$183K | 0.43% | 39 |
|
|
2023
Q1 | $2.22M | Buy |
17,025
+936
| +6% | +$122K | 0.37% | 43 |
|
|
2022
Q4 | $2.16M | Sell |
16,089
-2,175
| -12% | -$292K | 0.38% | 45 |
|
|
2022
Q3 | $1.91M | Buy |
18,264
+5,834
| +47% | +$610K | 0.35% | 49 |
|
|
2022
Q2 | $1.4M | Sell |
12,430
-38,887
| -76% | -$4.38M | 0.25% | 64 |
|
|
2022
Q1 | $7M | Buy |
51,317
+37,071
| +260% | +$5.05M | 1.27% | 15 |
|
|
2021
Q4 | $2.26M | Sell |
14,246
-647
| -4% | -$102K | 0.44% | 42 |
|
|
2021
Q3 | $2.44M | Buy |
14,893
+394
| +3% | +$64.5K | 0.54% | 35 |
|
|
2021
Q2 | $2.26M | Sell |
14,499
-20
| -0.1% | -$3.11K | 0.52% | 34 |
|
|
2021
Q1 | $2.21M | Buy |
14,519
+2,119
| +17% | +$323K | 0.57% | 33 |
|
|
2020
Q4 | $1.58M | Buy |
12,400
+162
| +1% | +$20.6K | 0.38% | 45 |
|
|
2020
Q3 | $1.18M | Buy |
12,238
+690
| +6% | +$66.4K | 0.39% | 50 |
|
|
2020
Q2 | $1.09M | Sell |
11,548
-3,816
| -25% | -$359K | 0.35% | 53 |
|
|
2020
Q1 | $1.38M | Buy |
15,364
+2,368
| +18% | +$213K | 0.66% | 34 |
|
|
2019
Q4 | $1.81M | Buy |
12,996
+2,221
| +21% | +$309K | 0.85% | 21 |
|
|
2019
Q3 | $1.27M | Buy |
10,775
+2,347
| +28% | +$276K | 0.69% | 26 |
|
|
2019
Q2 | $942K | Buy |
8,428
+2,177
| +35% | +$243K | 0.57% | 31 |
|
|
2019
Q1 | $633K | Sell |
6,251
-1,330
| -18% | -$135K | 0.42% | 43 |
|
|
2018
Q4 | $741K | Sell |
7,581
-93
| -1% | -$9.09K | 0.47% | 42 |
|
|
2018
Q3 | $866K | Sell |
7,674
-708
| -8% | -$79.9K | 0.79% | 33 |
|
|
2018
Q2 | $873K | Buy |
8,382
+180
| +2% | +$18.7K | 0.85% | 29 |
|
|
2018
Q1 | $902K | Buy |
8,202
+5,705
| +228% | +$627K | 0.93% | 27 |
|
|
2017
Q4 | $267K | Buy |
+2,497
| New | +$267K | 0.54% | 38 |
|