PCG
Private Capital Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $660K | Sell |
5,861
-4,422
| -43% | -$498K | 0.5% | 30 |
|
|
2022
Q1 | $1.4M | Sell |
10,283
-379
| -4% | -$51.7K | 0.32% | 52 |
|
|
2021
Q4 | $1.69M | Sell |
10,662
-255
| -2% | -$40.4K | 0.36% | 46 |
|
|
2021
Q3 | $1.79M | Buy |
10,917
+57
| +0.5% | +$9.33K | 0.4% | 41 |
|
|
2021
Q2 | $1.69M | Buy |
10,860
+104
| +1% | +$16.2K | 0.38% | 42 |
|
|
2021
Q1 | $1.64M | Sell |
10,756
-5,579
| -34% | -$849K | 0.41% | 40 |
|
|
2020
Q4 | $2.08M | Sell |
16,335
-780
| -5% | -$99.1K | 0.38% | 40 |
|
|
2020
Q3 | $1.65M | Sell |
17,115
-419
| -2% | -$40.3K | 0.35% | 46 |
|
|
2020
Q2 | $1.65M | Sell |
17,534
-277
| -2% | -$26.1K | 0.36% | 44 |
|
|
2020
Q1 | $1.6M | Buy |
17,811
+446
| +3% | +$40.2K | 0.42% | 42 |
|
|
2019
Q4 | $2.42M | Sell |
17,365
-3,261
| -16% | -$454K | 0.52% | 35 |
|
|
2019
Q3 | $2.43M | Buy |
20,626
+2,631
| +15% | +$310K | 0.43% | 42 |
|
|
2019
Q2 | $1.88M | Sell |
17,995
-3,164
| -15% | -$330K | 0.43% | 43 |
|
|
2019
Q1 | $2.14M | Buy |
21,159
+1,153
| +6% | +$117K | 0.41% | 42 |
|
|
2018
Q4 | $1.95M | Buy |
20,006
+796
| +4% | +$77.7K | 0.42% | 42 |
|
|
2018
Q3 | $2.17M | Buy |
19,210
+253
| +1% | +$28.5K | 0.43% | 40 |
|
|
2018
Q2 | $1.98M | Buy |
18,957
+545
| +3% | +$56.8K | 0.43% | 43 |
|
|
2018
Q1 | $2.03M | Buy |
18,412
+17,079
| +1,281% | +$1.88M | 0.45% | 40 |
|
|
2017
Q4 | $1.88K | Buy |
+1,333
| New | +$1.88K | 0.44% | 44 |
|