PIM
Plato Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.9M | Buy |
58,554
+1,391
| +2% | +$402K | 1.27% | 10 |
|
|
2025
Q1 | $14.2M | Sell |
57,163
-1,444
| -2% | -$358K | 1.19% | 10 |
|
|
2024
Q4 | $14.1M | Buy |
58,607
+2,123
| +4% | +$511K | 1.04% | 10 |
|
|
2024
Q3 | $11.9M | Buy |
56,484
+325
| +0.6% | +$68.5K | 0.97% | 13 |
|
|
2024
Q2 | $11.4M | Buy |
56,159
+2,776
| +5% | +$561K | 1.06% | 11 |
|
|
2024
Q1 | $10.7M | Buy |
53,383
+49,313
| +1,212% | +$9.88M | 1.11% | 11 |
|
|
2023
Q4 | $692K | Buy |
+4,070
| New | +$692K | 0.85% | 22 |
|