PWP
Principle Wealth Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $103M | Buy |
355,616
+3,708
| +1% | +$1.07M | 6.44% | 2 |
|
|
2025
Q1 | $86.3M | Sell |
351,908
-268
| -0.1% | -$65.7K | 6.17% | 1 |
|
|
2024
Q4 | $84.4M | Sell |
352,176
-544
| -0.2% | -$130K | 5.92% | 2 |
|
|
2024
Q3 | $74.4M | Sell |
352,720
-1,146
| -0.3% | -$242K | 5.27% | 2 |
|
|
2024
Q2 | $71.6M | Sell |
353,866
-342
| -0.1% | -$69.2K | 5.45% | 2 |
|
|
2024
Q1 | $70.9M | Buy |
354,208
+1,266
| +0.4% | +$254K | 5.54% | 1 |
|
|
2023
Q4 | $60M | Sell |
352,942
-439
| -0.1% | -$74.7K | 5.17% | 2 |
|
|
2023
Q3 | $51.2M | Buy |
353,381
+843
| +0.2% | +$122K | 5.15% | 2 |
|
|
2023
Q2 | $51.3M | Sell |
352,538
-1,369
| -0.4% | -$199K | 5.15% | 2 |
|
|
2023
Q1 | $46.1M | Sell |
353,907
-141
| -0% | -$18.4K | 4.93% | 2 |
|
|
2022
Q4 | $47.5M | Buy |
354,048
+2,981
| +0.8% | +$400K | 5.38% | 3 |
|
|
2022
Q3 | $36.7K | Buy |
351,067
+9,501
| +3% | +$993 | 3.46% | 6 |
|
|
2022
Q2 | $38.5M | Buy |
341,566
+3,295
| +1% | +$371K | 4.63% | 4 |
|
|
2022
Q1 | $46.1M | Buy |
338,271
+3,582
| +1% | +$488K | 4.85% | 4 |
|
|
2021
Q4 | $53M | Buy |
334,689
+91
| +0% | +$14.4K | 5.56% | 3 |
|
|
2021
Q3 | $54.8M | Buy |
334,598
+463
| +0.1% | +$75.8K | 6.32% | 1 |
|
|
2021
Q2 | $52M | Sell |
334,135
-533
| -0.2% | -$82.9K | 5.9% | 1 |
|
|
2021
Q1 | $50.9M | Buy |
334,668
+1,607
| +0.5% | +$245K | 5.96% | 1 |
|
|
2020
Q4 | $42.3M | Buy |
333,061
+295,120
| +778% | +$37.5M | 5.58% | 4 |
|
|
2020
Q3 | $3.65M | Buy |
37,941
+825
| +2% | +$79.4K | 1.02% | 17 |
|
|
2020
Q2 | $3.49M | Sell |
37,116
-55
| -0.1% | -$5.17K | 1.03% | 18 |
|
|
2020
Q1 | $3.35M | Buy |
37,171
+4,027
| +12% | +$363K | 1.26% | 16 |
|
|
2019
Q4 | $4.62M | Sell |
33,144
-360
| -1% | -$50.2K | 1.48% | 16 |
|
|
2019
Q3 | $3.94M | Buy |
33,504
+7,566
| +29% | +$890K | 1.36% | 17 |
|
|
2019
Q2 | $2.9M | Buy |
25,938
+1,746
| +7% | +$195K | 1.49% | 16 |
|
|
2019
Q1 | $2.45M | Buy |
24,192
+1,128
| +5% | +$114K | 1.4% | 18 |
|
|
2018
Q4 | $2.25M | Buy |
+23,064
| New | +$2.25M | 1.89% | 18 |
|