PAG
Private Advisor Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106M | Buy |
365,982
+14,748
| +4% | +$4.28M | 0.57% | 27 |
|
|
2025
Q1 | $86.2M | Sell |
351,234
-247,828
| -41% | -$60.8M | 0.52% | 25 |
|
|
2024
Q4 | $144M | Buy |
599,062
+266,320
| +80% | +$63.8M | 0.81% | 19 |
|
|
2024
Q3 | $70.5M | Sell |
332,742
-86
| -0% | -$18.2K | 0.44% | 35 |
|
|
2024
Q2 | $67M | Buy |
332,828
+550
| +0.2% | +$111K | 0.45% | 34 |
|
|
2024
Q1 | $66.6M | Sell |
332,278
-11,513
| -3% | -$2.31M | 0.48% | 31 |
|
|
2023
Q4 | $58.5M | Buy |
343,791
+16,584
| +5% | +$2.82M | 0.45% | 35 |
|
|
2023
Q3 | $47.4M | Sell |
327,207
-6,558
| -2% | -$951K | 0.42% | 47 |
|
|
2023
Q2 | $49.4M | Buy |
333,765
+10,829
| +3% | +$1.6M | 0.43% | 41 |
|
|
2023
Q1 | $42.1M | Buy |
322,936
+21,134
| +7% | +$2.75M | 0.4% | 49 |
|
|
2022
Q4 | $7.28M | Buy |
301,802
+856
| +0.3% | +$20.6K | 0.37% | 52 |
|
|
2022
Q3 | $31.4M | Sell |
300,946
-81,992
| -21% | -$8.57M | 0.36% | 56 |
|
|
2022
Q2 | $43.1M | Sell |
382,938
-20,092
| -5% | -$2.26M | 0.38% | 53 |
|
|
2022
Q1 | $54.9M | Buy |
403,030
+62,615
| +18% | +$8.54M | 0.42% | 47 |
|
|
2021
Q4 | $53.9M | Sell |
340,415
-94,335
| -22% | -$14.9M | 0.4% | 45 |
|
|
2021
Q3 | $71.2M | Buy |
434,750
+134,409
| +45% | +$22M | 0.45% | 41 |
|
|
2021
Q2 | $46.7M | Sell |
300,341
-9,628
| -3% | -$1.5M | 0.41% | 45 |
|
|
2021
Q1 | $47.2M | Buy |
309,969
+20,386
| +7% | +$3.1M | 0.45% | 42 |
|
|
2020
Q4 | $36.8M | Sell |
289,583
-8,992
| -3% | -$1.14M | 0.38% | 51 |
|
|
2020
Q3 | $28M | Buy |
298,575
+1,257
| +0.4% | +$118K | 0.36% | 56 |
|
|
2020
Q2 | $27.4M | Buy |
297,318
+40,607
| +16% | +$3.74M | 0.38% | 51 |
|
|
2020
Q1 | $23.1M | Buy |
256,711
+14,254
| +6% | +$1.28M | 0.42% | 40 |
|
|
2019
Q4 | $33.8M | Sell |
242,457
-31,434
| -11% | -$4.38M | 0.53% | 30 |
|
|
2019
Q3 | $32.7M | Buy |
273,891
+43,083
| +19% | +$5.14M | 0.51% | 28 |
|
|
2019
Q2 | $25.8M | Sell |
230,808
-9,609
| -4% | -$1.07M | 0.47% | 34 |
|
|
2019
Q1 | $24.4M | Buy |
240,417
+35,291
| +17% | +$3.58M | 0.48% | 34 |
|
|
2018
Q4 | $20M | Sell |
205,126
-16,566
| -7% | -$1.62M | 0.48% | 36 |
|
|
2018
Q3 | $25M | Buy |
221,692
+65,087
| +42% | +$7.34M | 0.51% | 29 |
|
|
2018
Q2 | $16.4M | Buy |
156,605
+34,151
| +28% | +$3.59M | 0.27% | 25 |
|
|
2018
Q1 | $13.5M | Sell |
122,454
-28,711
| -19% | -$3.16M | 0.53% | 38 |
|
|
2017
Q4 | $16.4M | Sell |
151,165
-65,433
| -30% | -$7.09M | 0.69% | 20 |
|
|
2017
Q3 | $20.9M | Buy |
216,598
+23,859
| +12% | +$2.3M | 0.52% | 36 |
|
|
2017
Q2 | $18M | Sell |
192,739
-4,146
| -2% | -$386K | 0.49% | 41 |
|
|
2017
Q1 | $17M | Buy |
196,885
+5,936
| +3% | +$512K | 0.48% | 41 |
|
|
2016
Q4 | $16.6M | Buy |
190,949
+61,018
| +47% | +$5.31M | 0.54% | 29 |
|
|
2016
Q3 | $8.65M | Sell |
129,931
-17,109
| -12% | -$1.14M | 0.35% | 64 |
|
|
2016
Q2 | $8.86M | Buy |
147,040
+48,657
| +49% | +$2.93M | 0.36% | 64 |
|
|
2016
Q1 | $5.92M | Sell |
98,383
-3,253
| -3% | -$196K | 0.29% | 83 |
|
|
2015
Q4 | $6.71M | Sell |
101,636
-1,834
| -2% | -$121K | 0.32% | 70 |
|
|
2015
Q3 | $6.31M | Buy |
103,470
+13,270
| +15% | +$809K | 0.35% | 62 |
|
|
2015
Q2 | $6.1M | Buy |
90,200
+9,211
| +11% | +$623K | 0.29% | 65 |
|
|
2015
Q1 | $4.91M | Buy |
80,989
+4,873
| +6% | +$295K | 0.28% | 70 |
|
|
2014
Q4 | $4.76M | Buy |
76,116
+9,816
| +15% | +$614K | 0.31% | 72 |
|
|
2014
Q3 | $3.99M | Buy |
66,300
+12,745
| +24% | +$768K | 0.28% | 83 |
|
|
2014
Q2 | $3.09M | Buy |
53,555
+2,391
| +5% | +$138K | 0.27% | 86 |
|
|
2014
Q1 | $3.11M | Buy |
51,164
+707
| +1% | +$42.9K | 0.33% | 74 |
|
|
2013
Q4 | $2.95M | Buy |
+50,457
| New | +$2.95M | 0.33% | 65 |
|