PWAM
Pinnacle West Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.23M | Sell |
14,590
-335
| -2% | -$97.1K | 2.92% | 5 |
|
|
2025
Q1 | $3.66M | Sell |
14,925
-290
| -2% | -$71.1K | 2.64% | 5 |
|
|
2024
Q4 | $3.65M | Sell |
15,215
-240
| -2% | -$57.5K | 2.61% | 5 |
|
|
2024
Q3 | $3.26M | Sell |
15,455
-125
| -0.8% | -$26.4K | 2.34% | 9 |
|
|
2024
Q2 | $3.15M | Sell |
15,580
-190
| -1% | -$38.4K | 2.45% | 7 |
|
|
2024
Q1 | $3.16M | Sell |
15,770
-90
| -0.6% | -$18K | 2.51% | 7 |
|
|
2023
Q4 | $2.7M | Buy |
15,860
+945
| +6% | +$161K | 2.31% | 7 |
|
|
2023
Q3 | $2.16M | Buy |
14,915
+725
| +5% | +$105K | 2.12% | 11 |
|
|
2023
Q2 | $2.06M | Buy |
14,190
+190
| +1% | +$27.6K | 2% | 9 |
|
|
2023
Q1 | $1.82M | Buy |
+14,000
| New | +$1.82M | 1.91% | 10 |
|