PAG
Private Advisory Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8M | Buy |
44,248
+18,988
| +75% | +$5.5M | 1.16% | 24 |
|
|
2025
Q1 | $6.2M | Buy |
25,260
+4,367
| +21% | +$1.07M | 0.69% | 41 |
|
|
2024
Q4 | $5.01M | Buy |
20,893
+1,023
| +5% | +$245K | 0.56% | 49 |
|
|
2024
Q3 | $4.19M | Buy |
19,870
+18,055
| +995% | +$3.81M | 0.5% | 47 |
|
|
2024
Q2 | $367K | Buy |
1,815
+777
| +75% | +$157K | 0.05% | 147 |
|
|
2024
Q1 | $208K | Buy |
+1,038
| New | +$208K | 0.03% | 173 |
|
|
2023
Q1 | – | Sell |
-68,107
| Closed | -$9.13M | – | 218 |
|
|
2022
Q4 | $9.13M | Buy |
68,107
+216
| +0.3% | +$29K | 2% | 11 |
|
|
2022
Q3 | $7.1M | Sell |
67,891
-21,053
| -24% | -$2.2M | 1.62% | 16 |
|
|
2022
Q2 | $10M | Sell |
88,944
-4,611
| -5% | -$519K | 2.27% | 8 |
|
|
2022
Q1 | $12.8M | Buy |
93,555
+11,354
| +14% | +$1.55M | 2.5% | 11 |
|
|
2021
Q4 | $13M | Buy |
82,201
+3,797
| +5% | +$601K | 2.46% | 10 |
|
|
2021
Q3 | $12.8M | Buy |
78,404
+404
| +0.5% | +$66.1K | 3.13% | 7 |
|
|
2021
Q2 | $12.1M | Buy |
78,000
+13,524
| +21% | +$2.1M | 3.05% | 8 |
|
|
2021
Q1 | $9.82M | Sell |
64,476
-1,623
| -2% | -$247K | 2.81% | 7 |
|
|
2020
Q4 | $8.4M | Buy |
66,099
+709
| +1% | +$90.1K | 2.78% | 7 |
|
|
2020
Q3 | $6.3M | Sell |
65,390
-276
| -0.4% | -$26.6K | 2.53% | 11 |
|
|
2020
Q2 | $6.18M | Buy |
65,666
+61,802
| +1,599% | +$5.81M | 2.53% | 8 |
|
|
2020
Q1 | $348K | Buy |
+3,864
| New | +$348K | 0.18% | 75 |
|
|
2018
Q2 | – | Sell |
-3,633
| Closed | -$400K | – | 134 |
|
|
2018
Q1 | $400K | Buy |
3,633
+164
| +5% | +$18.1K | 0.25% | 78 |
|
|
2017
Q4 | $371K | Buy |
+3,469
| New | +$371K | 0.2% | 97 |
|
|
2017
Q2 | – | Sell |
-3,024
| Closed | -$265K | – | 139 |
|
|
2017
Q1 | $265K | Buy |
+3,024
| New | +$265K | 0.18% | 115 |
|