PWP
Precedent Wealth Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43M | Buy |
11,847
+950
| +9% | +$275K | 0.84% | 28 |
|
|
2025
Q1 | $2.67M | Buy |
10,897
+1,354
| +14% | +$332K | 0.74% | 40 |
|
|
2024
Q4 | $2.29M | Buy |
9,543
+301
| +3% | +$72.2K | 0.75% | 36 |
|
|
2024
Q3 | $1.95M | Buy |
9,242
+518
| +6% | +$109K | 0.64% | 37 |
|
|
2024
Q2 | $1.76M | Buy |
8,724
+337
| +4% | +$68.2K | 0.71% | 34 |
|
|
2024
Q1 | $1.68M | Buy |
8,387
+508
| +6% | +$102K | 0.72% | 33 |
|
|
2023
Q4 | $1.34M | Buy |
+7,879
| New | +$1.34M | 0.68% | 32 |
|