PWAG
Polaris Wealth Advisory Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $29.2M | Buy |
201,226
+33,706
| +20% | +$4.89M | 2.22% | 11 |
|
|
2023
Q2 | $24.4M | Buy |
167,520
+7,807
| +5% | +$1.14M | 1.85% | 17 |
|
|
2023
Q1 | $20.8M | Sell |
159,713
-9,030
| -5% | -$1.18M | 1.53% | 21 |
|
|
2022
Q4 | $23.6M | Sell |
168,743
-9,724
| -5% | -$1.36M | 1.76% | 18 |
|
|
2022
Q3 | $18.7M | Sell |
178,467
-125,620
| -41% | -$13.2M | 1.56% | 24 |
|
|
2022
Q2 | $34.2M | Buy |
304,087
+37,340
| +14% | +$4.2M | 2.74% | 12 |
|
|
2022
Q1 | $35M | Buy |
266,747
+194,134
| +267% | +$25.4M | 2.34% | 16 |
|
|
2021
Q4 | $11.5M | Buy |
72,613
+3,579
| +5% | +$567K | 0.66% | 53 |
|
|
2021
Q3 | $11.7M | Buy |
69,034
+57,296
| +488% | +$9.75M | 0.7% | 48 |
|
|
2021
Q2 | $1.84M | Buy |
11,738
+178
| +2% | +$28K | 0.11% | 86 |
|
|
2021
Q1 | $1.81M | Buy |
11,560
+891
| +8% | +$139K | 0.12% | 87 |
|
|
2020
Q4 | $1.45M | Buy |
10,669
+3,467
| +48% | +$472K | 0.11% | 97 |
|
|
2020
Q3 | $713K | Sell |
7,202
-226,923
| -97% | -$22.5M | 0.07% | 103 |
|
|
2020
Q2 | $21.8M | Buy |
234,125
+227,019
| +3,195% | +$21.2M | 1.73% | 25 |
|
|
2020
Q1 | $640K | Buy |
7,106
+55
| +0.8% | +$4.95K | 0.07% | 85 |
|
|
2019
Q4 | $968K | Buy |
7,051
+422
| +6% | +$57.9K | 0.06% | 104 |
|
|
2019
Q3 | $751K | Sell |
6,629
-171
| -3% | -$19.4K | 0.06% | 101 |
|
|
2019
Q2 | $773K | Sell |
6,800
-2,221
| -25% | -$252K | 0.06% | 101 |
|
|
2019
Q1 | $944K | Sell |
9,021
-1,502
| -14% | -$157K | 0.07% | 108 |
|
|
2018
Q4 | $1.03M | Sell |
10,523
-250,244
| -96% | -$24.4M | 0.1% | 86 |
|
|
2018
Q3 | $29.4M | Buy |
260,767
+14,018
| +6% | +$1.58M | 2.03% | 11 |
|
|
2018
Q2 | $27.1M | Sell |
246,749
-5,362
| -2% | -$590K | 2.29% | 12 |
|
|
2018
Q1 | $27.7M | Buy |
252,111
+13,058
| +5% | +$1.44M | 2.26% | 12 |
|
|
2017
Q4 | $25.6M | Buy |
239,053
+10,947
| +5% | +$1.17M | 2.1% | 9 |
|
|
2017
Q3 | $21.8M | Buy |
228,106
+7,466
| +3% | +$713K | 1.92% | 13 |
|
|
2017
Q2 | $20.2M | Buy |
+220,640
| New | +$20.2M | 2.29% | 14 |
|
|
2016
Q2 | – | Sell |
-212,694
| Closed | -$12.6M | – | 118 |
|
|
2016
Q1 | $12.6M | Buy |
212,694
+65,113
| +44% | +$3.86M | 1.97% | 25 |
|
|
2015
Q4 | $9.75M | Buy |
+147,581
| New | +$9.75M | 1.57% | 28 |
|
|
2014
Q2 | – | Sell |
-322
| Closed | -$20K | – | 113 |
|
|
2014
Q1 | $20K | Hold |
322
| – | – | ﹤0.01% | 114 |
|
|
2013
Q4 | $19K | Hold |
322
| – | – | ﹤0.01% | 124 |
|
|
2013
Q3 | $16.6K | Hold |
322
| – | – | 0.01% | 106 |
|
|
2013
Q2 | $17K | Buy |
+322
| New | +$17K | 0.01% | 113 |
|