PRW Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $355K | Hold |
2,581
| – | – | 0.14% | 64 |
|
|
2023
Q2 | $396K | Hold |
2,581
| – | – | 0.14% | 41 |
|
|
2023
Q1 | $357K | Hold |
2,581
| – | – | 0.14% | 70 |
|
|
2022
Q4 | $346K | Hold |
2,581
| – | – | 0.15% | 39 |
|
|
2022
Q3 | $270K | Buy |
2,581
+400
| +18% | +$41.8K | 0.13% | 67 |
|
|
2022
Q2 | $245K | Buy |
2,181
+550
| +34% | +$61.8K | 0.14% | 80 |
|
|
2022
Q1 | $222K | Buy |
1,631
+205
| +14% | +$27.9K | 0.1% | 104 |
|
|
2021
Q4 | $226K | Buy |
1,426
+84
| +6% | +$13.3K | 0.11% | 96 |
|
|
2021
Q3 | $220K | Sell |
1,342
-30,136
| -96% | -$4.94M | 0.11% | 91 |
|
|
2021
Q2 | $4.9M | Buy |
31,478
+29,178
| +1,269% | +$4.54M | 1.44% | 11 |
|
|
2021
Q1 | $350K | Sell |
2,300
-1,216
| -35% | -$185K | 0.17% | 61 |
|
|
2020
Q4 | $447K | Hold |
3,516
| – | – | 0.25% | 52 |
|
|
2020
Q3 | $338K | Hold |
3,516
| – | – | 0.24% | 53 |
|
|
2020
Q2 | $331K | Sell |
3,516
-26
| -0.7% | -$2.45K | 0.26% | 49 |
|
|
2020
Q1 | $319K | Buy |
+3,542
| New | +$319K | 0.39% | 40 |
|
|
2019
Q2 | – | Sell |
-995
| Closed | -$101K | – | 369 |
|
|
2019
Q1 | $101K | Sell |
995
-84
| -8% | -$8.53K | 0.09% | 81 |
|
|
2018
Q4 | $105K | Buy |
+1,079
| New | +$105K | 0.13% | 84 |
|