PVG Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
+780
| New | +$226K | 0.77% | 46 |
|
|
2018
Q4 | – | Sell |
-2,348
| Closed | -$264K | – | 72 |
|
|
2018
Q3 | $264K | Hold |
2,348
| – | – | 0.19% | 71 |
|
|
2018
Q2 | $244K | Hold |
2,348
| – | – | 0.14% | 87 |
|
|
2018
Q1 | $258K | Sell |
2,348
-3,062
| -57% | -$337K | 0.14% | 82 |
|
|
2017
Q4 | $579K | Sell |
5,410
-6,500
| -55% | -$695K | 0.26% | 68 |
|
|
2017
Q3 | $1.14M | Sell |
11,910
-40
| -0.3% | -$3.82K | 0.5% | 51 |
|
|
2017
Q2 | $1.09M | Buy |
11,950
+410
| +4% | +$37.5K | 0.41% | 52 |
|
|
2017
Q1 | $1.01M | Buy |
+11,540
| New | +$1.01M | 0.31% | 70 |
|
|
2015
Q1 | – | Sell |
-85,562
| Closed | -$5.35M | – | 83 |
|
|
2014
Q4 | $5.35M | Buy |
+85,562
| New | +$5.35M | 1.27% | 20 |
|