PMA
Prudent Man Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.51M | Buy |
19,019
+1,887
| +11% | +$547K | 1.75% | 10 |
|
|
2025
Q1 | $4.2M | Buy |
17,132
+481
| +3% | +$118K | 1.53% | 10 |
|
|
2024
Q4 | $3.99M | Sell |
16,651
-1,793
| -10% | -$430K | 1.45% | 10 |
|
|
2024
Q3 | $3.89M | Sell |
18,444
-1,937
| -10% | -$408K | 1.3% | 12 |
|
|
2024
Q2 | $4.12M | Buy |
20,381
+789
| +4% | +$160K | 1.46% | 11 |
|
|
2024
Q1 | $3.92M | Sell |
19,592
-1,160
| -6% | -$232K | 1.47% | 9 |
|
|
2023
Q4 | $3.53M | Buy |
20,752
+677
| +3% | +$115K | 1.32% | 12 |
|
|
2023
Q3 | $2.91M | Buy |
20,075
+2,687
| +15% | +$390K | 1.16% | 13 |
|
|
2023
Q2 | $2.53M | Sell |
17,388
-423
| -2% | -$61.5K | 0.95% | 13 |
|
|
2023
Q1 | $2.32M | Buy |
17,811
+4,008
| +29% | +$522K | 0.91% | 15 |
|
|
2022
Q4 | $1.85M | Buy |
13,803
+1,794
| +15% | +$241K | 0.75% | 20 |
|
|
2022
Q3 | $1.26M | Buy |
12,009
+241
| +2% | +$25.2K | 0.59% | 27 |
|
|
2022
Q2 | $1.33M | Sell |
11,768
-140
| -1% | -$15.8K | 0.62% | 26 |
|
|
2022
Q1 | $1.62M | Buy |
11,908
+5,462
| +85% | +$744K | 0.66% | 23 |
|
|
2021
Q4 | $1.02M | Sell |
6,446
-1,033
| -14% | -$164K | 0.39% | 53 |
|
|
2021
Q3 | $1.22M | Buy |
7,479
+7
| +0.1% | +$1.15K | 0.46% | 45 |
|
|
2021
Q2 | $1.16M | Sell |
7,472
-24
| -0.3% | -$3.73K | 0.45% | 46 |
|
|
2021
Q1 | $1.14M | Buy |
7,496
+286
| +4% | +$43.5K | 0.48% | 47 |
|
|
2020
Q4 | $916K | Sell |
7,210
-318
| -4% | -$40.4K | 0.38% | 50 |
|
|
2020
Q3 | $725K | Buy |
7,528
+255
| +4% | +$24.6K | 0.38% | 57 |
|
|
2020
Q2 | $684K | Buy |
+7,273
| New | +$684K | 0.61% | 44 |
|