PA
Prossimo Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Buy |
8,831
+10
| +0.1% | +$2.9K | 2.06% | 8 |
|
|
2025
Q1 | $2.16M | Buy |
8,821
+47
| +0.5% | +$11.5K | 1.63% | 12 |
|
|
2024
Q4 | $2.1M | Buy |
8,774
+34
| +0.4% | +$8.15K | 1.52% | 12 |
|
|
2024
Q3 | $1.84M | Buy |
8,740
+47
| +0.5% | +$9.91K | 1.35% | 14 |
|
|
2024
Q2 | $1.76M | Buy |
8,693
+45
| +0.5% | +$9.1K | 1.59% | 10 |
|
|
2024
Q1 | $1.73M | Sell |
8,648
-25
| -0.3% | -$5.01K | 3.35% | 7 |
|
|
2023
Q4 | $1.48M | Buy |
8,673
+136
| +2% | +$23.1K | 3.12% | 7 |
|
|
2023
Q3 | $1.24M | Sell |
8,537
-55
| -0.6% | -$7.98K | 2.92% | 7 |
|
|
2023
Q2 | $1.25M | Sell |
8,592
-50
| -0.6% | -$7.27K | 1.2% | 16 |
|
|
2023
Q1 | $1.13M | Buy |
8,642
+323
| +4% | +$42.1K | 2.75% | 7 |
|
|
2022
Q4 | $1.12M | Buy |
+8,319
| New | +$1.12M | 2.58% | 8 |
|