PVG Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $251K | Hold |
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|
2025
Q3 | $246K | Hold |
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|
2025
Q2 | $226K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $264K | Hold |
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|
2018
Q2 | $244K | Hold |
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|
2018
Q1 | $258K | Sell |
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|
2017
Q4 | $579K | Sell |
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|
2017
Q3 | $1.14M | Sell |
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|
2017
Q2 | $1.09M | Buy |
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|
2017
Q1 | $1.01M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $5.35M | Buy |
|