PWCM
Processus Wealth & Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.41M | Buy |
18,668
+274
| +1% | +$79.4K | 4.28% | 7 |
|
|
2025
Q1 | $4.51M | Sell |
18,394
-21
| -0.1% | -$5.15K | 3.84% | 7 |
|
|
2024
Q4 | $4.41M | Sell |
18,415
-598
| -3% | -$143K | 3.52% | 8 |
|
|
2024
Q3 | $4.01M | Sell |
19,013
-166
| -0.9% | -$35K | 3.3% | 9 |
|
|
2024
Q2 | $3.88M | Buy |
19,179
+112
| +0.6% | +$22.7K | 3.22% | 11 |
|
|
2024
Q1 | $3.82M | Buy |
19,067
+502
| +3% | +$101K | 3.39% | 9 |
|
|
2023
Q4 | $3.16M | Buy |
+18,565
| New | +$3.16M | 3.16% | 11 |
|