PRI
Prepared Retirement Institute’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $528K | Buy |
1,821
+326
| +22% | +$94.5K | 0.31% | 41 |
|
|
2025
Q1 | $367K | Sell |
1,495
-409
| -21% | -$100K | 0.23% | 48 |
|
|
2024
Q4 | $457K | Buy |
1,904
+315
| +20% | +$75.5K | 0.26% | 38 |
|
|
2024
Q3 | $335K | Sell |
1,589
-43
| -3% | -$9.07K | 0.2% | 50 |
|
|
2024
Q2 | $330K | Sell |
1,632
-159
| -9% | -$32.2K | 0.22% | 51 |
|
|
2024
Q1 | $359K | Sell |
1,791
-2,024
| -53% | -$405K | 0.27% | 41 |
|
|
2023
Q4 | $649K | Buy |
+3,815
| New | +$649K | 0.49% | 29 |
|