PMFA
Plante Moran Financial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.66M | Sell |
12,635
-180
| -1% | -$52.2K | 0.26% | 17 |
|
|
2025
Q1 | $3.14M | Sell |
12,815
-941
| -7% | -$231K | 0.27% | 18 |
|
|
2024
Q4 | $3.3M | Sell |
13,756
-9,577
| -41% | -$2.3M | 0.27% | 20 |
|
|
2024
Q3 | $4.92M | Buy |
23,333
+8,129
| +53% | +$1.71M | 0.42% | 14 |
|
|
2024
Q2 | $3.08M | Buy |
15,204
+475
| +3% | +$96.1K | 0.31% | 21 |
|
|
2024
Q1 | $2.95M | Sell |
14,729
-2,311
| -14% | -$463K | 0.32% | 20 |
|
|
2023
Q4 | $2.9M | Buy |
17,040
+1,624
| +11% | +$276K | 0.3% | 23 |
|
|
2023
Q3 | $2.24M | Sell |
15,416
-368
| -2% | -$53.4K | 0.27% | 26 |
|
|
2023
Q2 | $2.3M | Buy |
15,784
+4,911
| +45% | +$714K | 0.27% | 24 |
|
|
2023
Q1 | $1.42M | Buy |
10,873
+395
| +4% | +$51.5K | 0.19% | 34 |
|
|
2022
Q4 | $1.41M | Sell |
10,478
-694
| -6% | -$93.1K | 0.2% | 36 |
|
|
2022
Q3 | $1.17M | Sell |
11,172
-590
| -5% | -$61.7K | 0.2% | 36 |
|
|
2022
Q2 | $1.33M | Sell |
11,762
-551
| -4% | -$62.1K | 0.22% | 38 |
|
|
2022
Q1 | $1.68M | Sell |
12,313
-615
| -5% | -$83.8K | 0.31% | 32 |
|
|
2021
Q4 | $2.05M | Sell |
12,928
-171
| -1% | -$27.1K | 0.33% | 27 |
|
|
2021
Q3 | $2.14M | Buy |
13,099
+2,142
| +20% | +$351K | 0.48% | 21 |
|
|
2021
Q2 | $1.7M | Sell |
10,957
-2,771
| -20% | -$431K | 0.41% | 24 |
|
|
2021
Q1 | $2.09M | Buy |
13,728
+3,684
| +37% | +$561K | 0.57% | 21 |
|
|
2020
Q4 | $1.28M | Buy |
10,044
+144
| +1% | +$18.3K | 0.39% | 34 |
|
|
2020
Q3 | $953K | Buy |
9,900
+214
| +2% | +$20.6K | 0.33% | 43 |
|
|
2020
Q2 | $911K | Sell |
9,686
-1,883
| -16% | -$177K | 0.36% | 41 |
|
|
2020
Q1 | $1.04M | Buy |
11,569
+794
| +7% | +$71.5K | 0.48% | 30 |
|
|
2019
Q4 | $1.5M | Sell |
10,775
-1,163
| -10% | -$162K | 0.52% | 25 |
|
|
2019
Q3 | $1.41M | Buy |
11,938
+992
| +9% | +$117K | 0.41% | 36 |
|
|
2019
Q2 | $1.22M | Buy |
10,946
+764
| +8% | +$85.4K | 0.38% | 37 |
|
|
2019
Q1 | $1.03M | Sell |
10,182
-4,122
| -29% | -$417K | 0.32% | 45 |
|
|
2018
Q4 | $1.4M | Buy |
14,304
+9
| +0.1% | +$878 | 0.49% | 28 |
|
|
2018
Q3 | $1.61M | Sell |
14,295
-507
| -3% | -$57.2K | 0.52% | 24 |
|
|
2018
Q2 | $1.54M | Sell |
14,802
-1,285
| -8% | -$134K | 0.78% | 21 |
|
|
2018
Q1 | $1.77M | Buy |
16,087
+4,223
| +36% | +$464K | 0.96% | 18 |
|
|
2017
Q4 | $1.27M | Buy |
11,864
+734
| +7% | +$78.5K | 0.7% | 24 |
|
|
2017
Q3 | $1.06M | Hold |
11,130
| – | – | 0.63% | 29 |
|
|
2017
Q2 | $1.02M | Buy |
11,130
+370
| +3% | +$33.8K | 0.64% | 32 |
|
|
2017
Q1 | $945K | Sell |
10,760
-1,826
| -15% | -$160K | 0.57% | 36 |
|
|
2016
Q4 | $1.09M | Buy |
12,586
+2,371
| +23% | +$205K | 0.68% | 30 |
|
|
2016
Q3 | $680K | Buy |
10,215
+7
| +0.1% | +$466 | 0.46% | 45 |
|
|
2016
Q2 | $634K | Sell |
10,208
-4,275
| -30% | -$266K | 0.46% | 41 |
|
|
2016
Q1 | $858K | Sell |
14,483
-438
| -3% | -$25.9K | 0.66% | 34 |
|
|
2015
Q4 | $985K | Buy |
14,921
+46
| +0.3% | +$3.04K | 0.74% | 30 |
|
|
2015
Q3 | $907K | Buy |
14,875
+572
| +4% | +$34.9K | 0.71% | 32 |
|
|
2015
Q2 | $969K | Buy |
14,303
+705
| +5% | +$47.8K | 0.69% | 33 |
|
|
2015
Q1 | $824K | Sell |
13,598
-427
| -3% | -$25.9K | 0.57% | 40 |
|
|
2014
Q4 | $878K | Buy |
14,025
+123
| +0.9% | +$7.7K | 0.65% | 30 |
|
|
2014
Q3 | $837K | Buy |
13,902
+1,854
| +15% | +$112K | 0.73% | 30 |
|
|
2014
Q2 | $694K | Buy |
12,048
+2,050
| +21% | +$118K | 0.62% | 38 |
|
|
2014
Q1 | $607K | Sell |
9,998
-6,922
| -41% | -$420K | 0.66% | 37 |
|
|
2013
Q4 | $989K | Buy |
16,920
+6,439
| +61% | +$376K | 0.56% | 27 |
|
|
2013
Q3 | $542K | Buy |
10,481
+1,051
| +11% | +$54.4K | 0.33% | 43 |
|
|
2013
Q2 | $498K | Buy |
+9,430
| New | +$498K | 0.37% | 37 |
|