PTP
Platform Technology Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.19M | Buy |
28,245
+207
| +0.7% | +$60K | 2.14% | 8 |
|
|
2025
Q1 | $6.88M | Buy |
28,038
+880
| +3% | +$216K | 2% | 10 |
|
|
2024
Q4 | $6.51M | Sell |
27,158
-958
| -3% | -$230K | 1.97% | 9 |
|
|
2024
Q3 | $5.93M | Sell |
28,116
-441
| -2% | -$93K | 1.86% | 9 |
|
|
2024
Q2 | $5.78M | Buy |
+28,557
| New | +$5.78M | 1.99% | 7 |
|
|
2023
Q4 | $4.97M | Buy |
28,249
+953
| +3% | +$168K | 1.93% | 8 |
|
|
2023
Q3 | $3.96M | Buy |
27,296
+2,440
| +10% | +$354K | 1.85% | 7 |
|
|
2023
Q2 | $3.66M | Sell |
24,856
-430
| -2% | -$63.4K | 1.72% | 8 |
|
|
2023
Q1 | $3.3M | Buy |
25,286
+23
| +0.1% | +$3K | 1.63% | 8 |
|
|
2022
Q4 | $3.39M | Sell |
25,263
-378
| -1% | -$50.7K | 1.75% | 8 |
|
|
2022
Q3 | $2.68M | Buy |
25,641
+731
| +3% | +$76.4K | 1.53% | 11 |
|
|
2022
Q2 | $2.81M | Buy |
24,910
+641
| +3% | +$72.2K | 1.53% | 11 |
|
|
2022
Q1 | $3.31M | Buy |
24,269
+533
| +2% | +$72.7K | 1.59% | 8 |
|
|
2021
Q4 | $3.76M | Buy |
23,736
+226
| +1% | +$35.8K | 1.65% | 7 |
|
|
2021
Q3 | $3.85M | Sell |
23,510
-4,495
| -16% | -$736K | 1.75% | 8 |
|
|
2021
Q2 | $4.36M | Buy |
+28,005
| New | +$4.36M | 1.79% | 8 |
|
|
2020
Q4 | $4.24M | Buy |
33,330
+1,446
| +5% | +$184K | 2.07% | 5 |
|
|
2020
Q3 | $3.07M | Buy |
31,884
+477
| +2% | +$45.9K | 1.88% | 6 |
|
|
2020
Q2 | $2.95M | Sell |
31,407
-871
| -3% | -$81.9K | 2.07% | 6 |
|
|
2020
Q1 | $2.91M | Buy |
32,278
+10,966
| +51% | +$987K | 2.65% | 5 |
|
|
2019
Q4 | $2.97M | Buy |
+21,312
| New | +$2.97M | 2.24% | 7 |
|