PDL
Portfolio Design Labs’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.89M | Buy |
23,758
+6,387
| +37% | +$1.85M | 1.35% | 18 |
|
|
2025
Q1 | $4.26M | Sell |
17,371
-5,306
| -23% | -$1.3M | 0.88% | 31 |
|
|
2024
Q4 | $5.44M | Buy |
22,677
+4,481
| +25% | +$1.07M | 1.12% | 18 |
|
|
2024
Q3 | $3.84M | Buy |
18,196
+7,979
| +78% | +$1.68M | 1.07% | 20 |
|
|
2024
Q2 | $2.07M | Sell |
10,217
-592
| -5% | -$120K | 0.64% | 67 |
|
|
2024
Q1 | $2.17M | Sell |
10,809
-855
| -7% | -$171K | 0.73% | 59 |
|
|
2023
Q4 | $1.98M | Buy |
+11,664
| New | +$1.98M | 0.75% | 41 |
|