QPW
Quantum Private Wealth’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $989K | Hold |
3,411
| – | – | 0.32% | 57 |
|
|
2025
Q1 | $837K | Sell |
3,411
-268
| -7% | -$65.7K | 0.32% | 62 |
|
|
2024
Q4 | $882K | Sell |
3,679
-353
| -9% | -$84.6K | 0.28% | 65 |
|
|
2024
Q3 | $850K | Sell |
4,032
-37
| -0.9% | -$7.8K | 0.29% | 70 |
|
|
2024
Q2 | $823K | Buy |
4,069
+340
| +9% | +$68.8K | 0.29% | 68 |
|
|
2024
Q1 | $747K | Buy |
3,729
+76
| +2% | +$15.2K | 0.28% | 73 |
|
|
2023
Q4 | $621K | Hold |
3,653
| – | – | 0.26% | 84 |
|
|
2023
Q3 | $530K | Sell |
3,653
-3
| -0.1% | -$435 | 0.25% | 87 |
|
|
2023
Q2 | $532K | Sell |
3,656
-3,901
| -52% | -$567K | 0.25% | 93 |
|
|
2023
Q1 | $985K | Sell |
7,557
-300
| -4% | -$39.1K | 0.53% | 38 |
|
|
2022
Q4 | $1.05M | Buy |
7,857
+32
| +0.4% | +$4.29K | 0.67% | 31 |
|
|
2022
Q3 | $817K | Buy |
7,825
+4,019
| +106% | +$420K | 0.51% | 40 |
|
|
2022
Q2 | $428K | Sell |
3,806
-626
| -14% | -$70.4K | 0.25% | 93 |
|
|
2022
Q1 | $604K | Hold |
4,432
| – | – | 0.26% | 78 |
|
|
2021
Q4 | $701K | Buy |
+4,432
| New | +$701K | 0.27% | 79 |
|