PWM
Prentice Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Sell |
9,314
-350
| -4% | -$101K | 0.71% | 25 |
|
|
2025
Q1 | $2.37M | Sell |
9,664
-365
| -4% | -$89.5K | 0.68% | 24 |
|
|
2024
Q4 | $2.4M | Sell |
10,029
-67
| -0.7% | -$16.1K | 0.7% | 23 |
|
|
2024
Q3 | $2.13M | Sell |
10,096
-431
| -4% | -$90.9K | 0.63% | 24 |
|
|
2024
Q2 | $2.13M | Sell |
10,527
-122
| -1% | -$24.7K | 0.69% | 24 |
|
|
2024
Q1 | $2.13M | Buy |
10,649
+377
| +4% | +$75.5K | 0.74% | 21 |
|
|
2023
Q4 | $1.75M | Buy |
10,272
+377
| +4% | +$64.1K | 0.68% | 20 |
|
|
2023
Q3 | $1.43M | Sell |
9,895
-311
| -3% | -$45.1K | 0.65% | 21 |
|
|
2023
Q2 | $1.48M | Buy |
10,206
+182
| +2% | +$26.5K | 0.67% | 19 |
|
|
2023
Q1 | $1.31M | Sell |
10,024
-94
| -0.9% | -$12.3K | 0.62% | 19 |
|
|
2022
Q4 | $1.36M | Buy |
10,118
+101
| +1% | +$13.5K | 0.68% | 18 |
|
|
2022
Q3 | $1.05M | Buy |
10,017
+293
| +3% | +$30.6K | 0.57% | 21 |
|
|
2022
Q2 | $1.1M | Buy |
9,724
+748
| +8% | +$84.2K | 1.12% | 13 |
|
|
2022
Q1 | $1.22M | Buy |
8,976
+355
| +4% | +$48.1K | 0.58% | 20 |
|
|
2021
Q4 | $1.36M | Sell |
8,621
-70
| -0.8% | -$11.1K | 0.64% | 17 |
|
|
2021
Q3 | $1.42M | Buy |
8,691
+78
| +0.9% | +$12.8K | 0.69% | 16 |
|
|
2021
Q2 | $1.34M | Buy |
8,613
+474
| +6% | +$73.7K | 0.69% | 15 |
|
|
2021
Q1 | $1.24M | Buy |
+8,139
| New | +$1.24M | 0.69% | 16 |
|