PPS&V Asset Management Consultants’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Buy |
1,432
+20
| +1% | +$5.8K | 0.26% | 26 |
|
|
2025
Q1 | $346K | Buy |
1,412
+21
| +2% | +$5.15K | 0.25% | 28 |
|
|
2024
Q4 | $333K | Buy |
1,391
+1
| +0.1% | +$240 | 0.23% | 30 |
|
|
2024
Q3 | $293K | Buy |
1,390
+1
| +0.1% | +$211 | 0.2% | 33 |
|
|
2024
Q2 | $281K | Buy |
1,389
+1
| +0.1% | +$202 | 0.2% | 33 |
|
|
2024
Q1 | $278K | Buy |
1,388
+4
| +0.3% | +$801 | 0.2% | 34 |
|
|
2023
Q4 | $235K | Buy |
1,384
+5
| +0.4% | +$851 | 0.18% | 36 |
|
|
2023
Q3 | $200K | Buy |
+1,379
| New | +$200K | 0.17% | 37 |
|