PIM
Pullen Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $911K | Sell |
3,144
-19
| -0.6% | -$5.51K | 0.55% | 70 |
|
|
2025
Q1 | $776K | Buy |
3,163
+106
| +3% | +$26K | 0.49% | 78 |
|
|
2024
Q4 | $733K | Buy |
3,057
+144
| +5% | +$34.5K | 0.48% | 75 |
|
|
2024
Q3 | $614K | Sell |
2,913
-67
| -2% | -$14.1K | 0.45% | 73 |
|
|
2024
Q2 | $603K | Buy |
2,980
+186
| +7% | +$37.6K | 0.5% | 68 |
|
|
2024
Q1 | $560K | Buy |
+2,794
| New | +$560K | 0.47% | 68 |
|