PAG
Powers Advisory Group’s JPMorgan Chase JPM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.81M | Buy |
6,246
+104
| +2% | +$30.2K | 0.8% | 24 |
|
2025
Q1 | $1.51M | Buy |
6,142
+11
| +0.2% | +$2.7K | 0.72% | 27 |
|
2024
Q4 | $1.47M | Buy |
6,131
+42
| +0.7% | +$10.1K | 0.74% | 24 |
|
2024
Q3 | $1.28M | Sell |
6,089
-13
| -0.2% | -$2.74K | 0.64% | 27 |
|
2024
Q2 | $1.23M | Buy |
6,102
+71
| +1% | +$14.4K | 0.67% | 26 |
|
2024
Q1 | $1.21M | Buy |
6,031
+226
| +4% | +$45.3K | 0.69% | 28 |
|
2023
Q4 | $987K | Sell |
5,805
-22
| -0.4% | -$3.74K | 0.61% | 30 |
|
2023
Q3 | $845K | Sell |
5,827
-83
| -1% | -$12K | 0.57% | 38 |
|
2023
Q2 | $860K | Buy |
5,910
+224
| +4% | +$32.6K | 0.57% | 37 |
|
2023
Q1 | $741K | Sell |
5,686
-77
| -1% | -$10K | 0.52% | 41 |
|
2022
Q4 | $773K | Buy |
5,763
+34
| +0.6% | +$4.56K | 0.57% | 38 |
|
2022
Q3 | $599K | Buy |
5,729
+279
| +5% | +$29.2K | 0.48% | 46 |
|
2022
Q2 | $614K | Buy |
5,450
+127
| +2% | +$14.3K | 0.47% | 49 |
|
2022
Q1 | $726K | Buy |
5,323
+167
| +3% | +$22.8K | 0.51% | 48 |
|
2021
Q4 | $816K | Buy |
+5,156
| New | +$816K | 0.58% | 44 |
|