PPWP
Premier Path Wealth Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.4M | Buy |
25,508
+1,060
| +4% | +$307K | 1.03% | 23 |
|
|
2025
Q1 | $6M | Sell |
24,448
-121
| -0.5% | -$29.7K | 0.93% | 25 |
|
|
2024
Q4 | $5.89M | Buy |
24,569
+186
| +0.8% | +$44.6K | 0.9% | 26 |
|
|
2024
Q3 | $5.14M | Buy |
24,383
+162
| +0.7% | +$34.2K | 0.81% | 31 |
|
|
2024
Q2 | $4.9M | Buy |
24,221
+953
| +4% | +$193K | 0.83% | 24 |
|
|
2024
Q1 | $4.66M | Sell |
23,268
-819
| -3% | -$164K | 0.88% | 25 |
|
|
2023
Q4 | $4.08M | Buy |
+24,087
| New | +$4.08M | 0.9% | 23 |
|