PPWP
Proquility Private Wealth Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.21M | Sell |
17,154
-2,526
| -13% | -$620K | 1.3% | 26 |
|
|
2024
Q4 | $4.72M | Buy |
19,680
+14
| +0.1% | +$3.36K | 1.52% | 22 |
|
|
2024
Q3 | $4.15M | Sell |
19,666
-960
| -5% | -$202K | 1.33% | 23 |
|
|
2024
Q2 | $4.17M | Sell |
20,626
-707
| -3% | -$143K | 1.42% | 20 |
|
|
2024
Q1 | $4.27M | Sell |
21,333
-2,538
| -11% | -$508K | 1.46% | 21 |
|
|
2023
Q4 | $4.06M | Sell |
23,871
-1,140
| -5% | -$194K | 1.54% | 21 |
|
|
2023
Q3 | $3.63M | Sell |
25,011
-171
| -0.7% | -$24.8K | 1.49% | 21 |
|
|
2023
Q2 | $3.66M | Sell |
25,182
-162
| -0.6% | -$23.6K | 1.43% | 22 |
|
|
2023
Q1 | $3.3M | Buy |
25,344
+3,072
| +14% | +$400K | 1.31% | 24 |
|
|
2022
Q4 | $2.99M | Sell |
22,272
-587
| -3% | -$78.7K | 1.23% | 26 |
|
|
2022
Q3 | $2.39M | Buy |
22,859
+1,263
| +6% | +$132K | 1.1% | 30 |
|
|
2022
Q2 | $2.43M | Buy |
21,596
+81
| +0.4% | +$9.12K | 1.04% | 32 |
|
|
2022
Q1 | $2.54M | Buy |
21,515
+302
| +1% | +$35.7K | 1.06% | 32 |
|
|
2021
Q4 | $3.31M | Sell |
21,213
-896
| -4% | -$140K | 1.17% | 25 |
|
|
2021
Q3 | $3.62M | Buy |
22,109
+581
| +3% | +$95.1K | 1.37% | 21 |
|
|
2021
Q2 | $3.35M | Buy |
21,528
+439
| +2% | +$68.3K | 1.26% | 25 |
|
|
2021
Q1 | $3.21M | Sell |
21,089
-903
| -4% | -$137K | 1.28% | 25 |
|
|
2020
Q4 | $2.8M | Buy |
+21,992
| New | +$2.8M | 1.28% | 23 |
|