PGWM
Pitti Group Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $732K | Buy |
2,524
+22
| +0.9% | +$6.38K | 0.63% | 34 |
|
|
2025
Q1 | $614K | Sell |
2,502
-39
| -2% | -$9.57K | 0.63% | 37 |
|
|
2024
Q4 | $609K | Sell |
2,541
-296
| -10% | -$70.9K | 0.62% | 41 |
|
|
2024
Q3 | $483K | Hold |
2,837
| – | – | 0.53% | 40 |
|
|
2024
Q2 | $483K | Buy |
2,837
+60
| +2% | +$10.2K | 0.53% | 40 |
|
|
2024
Q1 | $543K | Sell |
2,777
-60
| -2% | -$11.7K | 0.61% | 38 |
|
|
2023
Q4 | $483K | Sell |
2,837
-472
| -14% | -$80.3K | 0.53% | 40 |
|
|
2023
Q3 | $480K | Buy |
3,309
+23
| +0.7% | +$3.34K | 0.55% | 42 |
|
|
2023
Q2 | $478K | Buy |
3,286
+174
| +6% | +$25.3K | 0.54% | 41 |
|
|
2023
Q1 | $406K | Buy |
3,112
+6
| +0.2% | +$782 | 0.45% | 47 |
|
|
2022
Q4 | $416K | Buy |
3,106
+193
| +7% | +$25.9K | 0.5% | 46 |
|
|
2022
Q3 | $304K | Buy |
2,913
+274
| +10% | +$28.6K | 0.42% | 48 |
|
|
2022
Q2 | $297K | Buy |
2,639
+200
| +8% | +$22.5K | 0.41% | 52 |
|
|
2022
Q1 | $332K | Buy |
2,439
+97
| +4% | +$13.2K | 0.39% | 54 |
|
|
2021
Q4 | $371K | Buy |
+2,342
| New | +$371K | 0.41% | 56 |
|