PAI
Pittenger & Anderson Inc’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6M | Buy |
57,314
+2,724
| +5% | +$790K | 0.61% | 49 |
|
|
2025
Q1 | $13.4M | Buy |
54,590
+741
| +1% | +$182K | 0.49% | 57 |
|
|
2024
Q4 | $12.9M | Sell |
53,849
-464
| -0.9% | -$111K | 0.47% | 59 |
|
|
2024
Q3 | $11.5M | Buy |
54,313
+538
| +1% | +$113K | 0.43% | 67 |
|
|
2024
Q2 | $10.9M | Buy |
53,775
+244
| +0.5% | +$49.4K | 0.45% | 65 |
|
|
2024
Q1 | $10.7M | Sell |
53,531
-121
| -0.2% | -$24.2K | 0.44% | 67 |
|
|
2023
Q4 | $9.13M | Sell |
53,652
-2,585
| -5% | -$440K | 0.41% | 72 |
|
|
2023
Q3 | $8.16M | Buy |
56,237
+378
| +0.7% | +$54.8K | 0.41% | 75 |
|
|
2023
Q2 | $8.12M | Buy |
55,859
+417
| +0.8% | +$60.6K | 0.39% | 74 |
|
|
2023
Q1 | $7.22M | Buy |
55,442
+399
| +0.7% | +$52K | 0.37% | 77 |
|
|
2022
Q4 | $7.38M | Buy |
55,043
+1,781
| +3% | +$239K | 0.41% | 76 |
|
|
2022
Q3 | $5.57M | Buy |
53,262
+2,681
| +5% | +$280K | 0.33% | 83 |
|
|
2022
Q2 | $5.7M | Buy |
50,581
+1,561
| +3% | +$176K | 0.33% | 82 |
|
|
2022
Q1 | $6.68M | Buy |
49,020
+1,396
| +3% | +$190K | 0.33% | 85 |
|
|
2021
Q4 | $7.54M | Buy |
47,624
+2,495
| +6% | +$395K | 0.35% | 84 |
|
|
2021
Q3 | $7.39M | Buy |
45,129
+615
| +1% | +$101K | 0.37% | 76 |
|
|
2021
Q2 | $6.92M | Buy |
44,514
+690
| +2% | +$107K | 0.35% | 81 |
|
|
2021
Q1 | $6.67M | Buy |
43,824
+1,318
| +3% | +$201K | 0.36% | 83 |
|
|
2020
Q4 | $5.4M | Buy |
42,506
+3,505
| +9% | +$445K | 0.31% | 88 |
|
|
2020
Q3 | $3.76M | Sell |
39,001
-1,160
| -3% | -$112K | 0.24% | 98 |
|
|
2020
Q2 | $3.78M | Sell |
40,161
-5,280
| -12% | -$497K | 0.27% | 93 |
|
|
2020
Q1 | $4.09M | Sell |
45,441
-315
| -0.7% | -$28.4K | 0.35% | 79 |
|
|
2019
Q4 | $6.38M | Buy |
45,756
+175
| +0.4% | +$24.4K | 0.43% | 66 |
|
|
2019
Q3 | $5.36M | Buy |
45,581
+221
| +0.5% | +$26K | 0.39% | 71 |
|
|
2019
Q2 | $5.07M | Buy |
45,360
+165
| +0.4% | +$18.4K | 0.38% | 72 |
|
|
2019
Q1 | $4.58M | Buy |
45,195
+5,600
| +14% | +$567K | 0.36% | 81 |
|
|
2018
Q4 | $3.87M | Buy |
39,595
+140
| +0.4% | +$13.7K | 0.35% | 81 |
|
|
2018
Q3 | $4.45M | Buy |
39,455
+580
| +1% | +$65.4K | 0.35% | 85 |
|
|
2018
Q2 | $4.05M | Sell |
38,875
-175
| -0.4% | -$18.2K | 0.35% | 86 |
|
|
2018
Q1 | $4.29M | Buy |
39,050
+1,090
| +3% | +$120K | 0.38% | 74 |
|
|
2017
Q4 | $4.06M | Buy |
37,960
+2,150
| +6% | +$230K | 0.36% | 80 |
|
|
2017
Q3 | $3.42M | Sell |
35,810
-2,635
| -7% | -$252K | 0.31% | 87 |
|
|
2017
Q2 | $3.51M | Sell |
38,445
-1,100
| -3% | -$101K | 0.34% | 77 |
|
|
2017
Q1 | $3.47M | Sell |
39,545
-300
| -0.8% | -$26.4K | 0.35% | 82 |
|
|
2016
Q4 | $3.44M | Buy |
39,845
+825
| +2% | +$71.2K | 0.37% | 74 |
|
|
2016
Q3 | $2.6M | Sell |
39,020
-2,170
| -5% | -$144K | 0.29% | 93 |
|
|
2016
Q2 | $2.56M | Sell |
41,190
-3,625
| -8% | -$225K | 0.28% | 92 |
|
|
2016
Q1 | $2.65M | Sell |
44,815
-2,375
| -5% | -$141K | 0.31% | 83 |
|
|
2015
Q4 | $3.12M | Buy |
47,190
+4,120
| +10% | +$272K | 0.39% | 68 |
|
|
2015
Q3 | $2.63M | Sell |
43,070
-315
| -0.7% | -$19.2K | 0.35% | 78 |
|
|
2015
Q2 | $2.94M | Buy |
43,385
+290
| +0.7% | +$19.7K | 0.38% | 74 |
|
|
2015
Q1 | $2.61M | Buy |
43,095
+5,975
| +16% | +$362K | 0.34% | 79 |
|
|
2014
Q4 | $2.32M | Buy |
37,120
+3,935
| +12% | +$246K | 0.31% | 90 |
|
|
2014
Q3 | $2M | Hold |
33,185
| – | – | 0.29% | 87 |
|
|
2014
Q2 | $1.91M | Buy |
+33,185
| New | +$1.91M | 0.28% | 88 |
|