PWS
Private Wealth Strategies’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $957K | Buy |
4,731
+286
| +6% | +$57.8K | 0.19% | 29 |
|
|
2024
Q1 | $890K | Sell |
4,445
-256
| -5% | -$51.3K | 0.19% | 25 |
|
|
2023
Q4 | $800K | Buy |
4,701
+76
| +2% | +$12.9K | 0.18% | 29 |
|
|
2023
Q3 | $671K | Sell |
4,625
-75
| -2% | -$10.9K | 0.17% | 29 |
|
|
2023
Q2 | $684K | Buy |
4,700
+68
| +1% | +$9.89K | 0.16% | 33 |
|
|
2023
Q1 | $603K | Buy |
4,632
+158
| +4% | +$20.6K | 0.15% | 37 |
|
|
2022
Q4 | $600K | Buy |
4,474
+230
| +5% | +$30.8K | 0.16% | 34 |
|
|
2022
Q3 | $444K | Buy |
4,244
+201
| +5% | +$21K | 0.13% | 46 |
|
|
2022
Q2 | $455K | Sell |
4,043
-2
| -0% | -$225 | 0.13% | 52 |
|
|
2022
Q1 | $551K | Buy |
4,045
+4
| +0.1% | +$545 | 0.14% | 49 |
|
|
2021
Q4 | $640K | Hold |
4,041
| – | – | 0.15% | 46 |
|
|
2021
Q3 | $661K | Buy |
4,041
+141
| +4% | +$23.1K | 0.17% | 41 |
|
|
2021
Q2 | $607K | Buy |
3,900
+650
| +20% | +$101K | 0.16% | 43 |
|
|
2021
Q1 | $495K | Hold |
3,250
| – | – | 0.14% | 49 |
|
|
2020
Q4 | $413K | Hold |
3,250
| – | – | 0.13% | 50 |
|
|
2020
Q3 | $313K | Hold |
3,250
| – | – | 0.11% | 53 |
|
|
2020
Q2 | $306K | Buy |
+3,250
| New | +$306K | 0.14% | 51 |
|
|
2020
Q1 | – | Sell |
-1,806
| Closed | -$252K | – | 71 |
|
|
2019
Q4 | $252K | Buy |
+1,806
| New | +$252K | 0.1% | 63 |
|