PWM
Proathlete Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Buy |
5,341
+48
| +0.9% | +$14K | 0.49% | 22 |
|
|
2025
Q1 | $1.3M | Buy |
5,293
+106
| +2% | +$26.1K | 0.47% | 24 |
|
|
2024
Q4 | $1.24M | Buy |
5,187
+85
| +2% | +$20.4K | 0.47% | 24 |
|
|
2024
Q3 | $1.08M | Sell |
5,102
-15
| -0.3% | -$3.17K | 0.44% | 26 |
|
|
2024
Q2 | $1.03M | Buy |
5,117
+152
| +3% | +$30.7K | 0.49% | 22 |
|
|
2024
Q1 | $994K | Sell |
4,965
-131
| -3% | -$26.2K | 0.53% | 20 |
|
|
2023
Q4 | $867K | Buy |
+5,096
| New | +$867K | 0.51% | 19 |
|