PrairieView Partners’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 | $391K | Hold |
1,350
| – | – | 0.04% | 97 |
|
|
2025
Q1 | $331K | Buy |
1,350
+50
| +4% | +$12.3K | 0.03% | 103 |
|
|
2024
Q4 | $311K | Buy |
1,300
+300
| +30% | +$71.8K | 0.03% | 106 |
|
|
2024
Q3 | $210K | Hold |
1,000
| – | – | 0.02% | 116 |
|
|
2024
Q2 | $202K | Hold |
1,000
| – | – | 0.02% | 125 |
|
|
2024
Q1 | $201K | Hold |
1,000
| – | – | 0.02% | 111 |
|
|
2023
Q4 | $170K | Sell |
1,000
-439
| -31% | -$74.6K | 0.02% | 115 |
|
|
2023
Q3 | $208K | Buy |
1,439
+2
| +0.1% | +$289 | 0.03% | 104 |
|
|
2023
Q2 | $209K | Buy |
1,437
+424
| +42% | +$61.7K | 0.03% | 112 |
|
|
2023
Q1 | $132K | Buy |
1,013
+13
| +1% | +$1.69K | 0.02% | 129 |
|
|
2022
Q4 | $134K | Hold |
1,000
| – | – | 0.02% | 131 |
|
|
2022
Q3 | $104K | Sell |
1,000
-400
| -29% | -$41.6K | 0.02% | 127 |
|
|
2022
Q2 | $158K | Buy |
1,400
+400
| +40% | +$45.1K | 0.02% | 112 |
|
|
2022
Q1 | $136K | Sell |
1,000
-175
| -15% | -$23.8K | 0.02% | 128 |
|
|
2021
Q4 | $186K | Buy |
1,175
+175
| +18% | +$27.7K | 0.03% | 106 |
|
|
2021
Q3 | $164K | Hold |
1,000
| – | – | 0.02% | 102 |
|
|
2021
Q2 | $156K | Hold |
1,000
| – | – | 0.02% | 104 |
|
|
2021
Q1 | $152K | Hold |
1,000
| – | – | 0.02% | 102 |
|
|
2020
Q4 | $127K | Hold |
1,000
| – | – | 0.02% | 105 |
|
|
2020
Q3 | $96K | Sell |
1,000
-105
| -10% | -$10.1K | 0.02% | 109 |
|
|
2020
Q2 | $104K | Buy |
1,105
+1
| +0.1% | +$94 | 0.02% | 104 |
|
|
2020
Q1 | $99K | Buy |
+1,104
| New | +$99K | 0.02% | 105 |
|