PIS
POM Investment Strategies’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.96K | Sell |
24
-40
| -63% | -$11.6K | 0.01% | 91 |
|
|
2025
Q1 | $15.7K | Sell |
64
-1,889
| -97% | -$463K | 0.02% | 85 |
|
|
2024
Q4 | $468K | Hold |
1,953
| – | – | 0.35% | 23 |
|
|
2024
Q3 | $412K | Sell |
1,953
-71
| -4% | -$15K | 0.32% | 24 |
|
|
2024
Q2 | $409K | Buy |
2,024
+134
| +7% | +$27.1K | 0.33% | 22 |
|
|
2024
Q1 | $379K | Hold |
1,890
| – | – | 0.31% | 25 |
|
|
2023
Q4 | $321K | Buy |
+1,890
| New | +$321K | 0.29% | 26 |
|