PCS
Private Client Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Buy |
8,310
+1,419
| +21% | +$411K | 0.94% | 31 |
|
|
2025
Q1 | $1.69M | Buy |
6,891
+1,183
| +21% | +$290K | 0.84% | 34 |
|
|
2024
Q4 | $1.37M | Buy |
5,708
+91
| +2% | +$21.8K | 0.74% | 38 |
|
|
2024
Q3 | $1.18M | Buy |
5,617
+203
| +4% | +$42.8K | 0.64% | 43 |
|
|
2024
Q2 | $1.09M | Sell |
5,414
-84
| -2% | -$17K | 0.69% | 40 |
|
|
2024
Q1 | $1.1M | Buy |
5,498
+261
| +5% | +$52.3K | 0.74% | 43 |
|
|
2023
Q4 | $891K | Buy |
+5,237
| New | +$891K | 0.73% | 36 |
|