PWM
Purus Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.48M | Buy |
15,467
+2,180
| +16% | +$632K | 1.56% | 14 |
|
|
2025
Q1 | $3.26M | Buy |
13,287
+546
| +4% | +$134K | 1.39% | 17 |
|
|
2024
Q4 | $3.05M | Buy |
12,741
+477
| +4% | +$114K | 1.21% | 19 |
|
|
2024
Q3 | $2.59M | Sell |
12,264
-358
| -3% | -$75.5K | 1.1% | 23 |
|
|
2024
Q2 | $2.55M | Buy |
12,622
+2,067
| +20% | +$418K | 1.13% | 22 |
|
|
2024
Q1 | $2.11M | Buy |
10,555
+1,836
| +21% | +$368K | 1.04% | 27 |
|
|
2023
Q4 | $1.48M | Buy |
8,719
+618
| +8% | +$105K | 0.86% | 36 |
|
|
2023
Q3 | $1.17M | Buy |
8,101
+387
| +5% | +$56.1K | 0.79% | 37 |
|
|
2023
Q2 | $1.12M | Buy |
7,714
+201
| +3% | +$29.2K | 0.73% | 39 |
|
|
2023
Q1 | $979K | Buy |
7,513
+552
| +8% | +$71.9K | 0.77% | 31 |
|
|
2022
Q4 | $934K | Sell |
6,961
-39
| -0.6% | -$5.23K | 0.85% | 30 |
|
|
2022
Q3 | $731K | Sell |
7,000
-109
| -2% | -$11.4K | 0.67% | 36 |
|
|
2022
Q2 | $801K | Sell |
7,109
-173
| -2% | -$19.5K | 0.71% | 35 |
|
|
2022
Q1 | $993K | Sell |
7,282
-113
| -2% | -$15.4K | 0.69% | 33 |
|
|
2021
Q4 | $1.17M | Sell |
7,395
-43
| -0.6% | -$6.81K | 0.73% | 36 |
|
|
2021
Q3 | $1.22M | Buy |
7,438
+281
| +4% | +$46K | 0.84% | 32 |
|
|
2021
Q2 | $1.11M | Buy |
7,157
+1,869
| +35% | +$291K | 0.8% | 32 |
|
|
2021
Q1 | $805K | Buy |
5,288
+665
| +14% | +$101K | 0.68% | 37 |
|
|
2020
Q4 | $588K | Buy |
+4,623
| New | +$588K | 0.52% | 42 |
|