MFT
Moisand Fitzgerald Tamayo’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $144K | Hold |
496
| – | – | 0.02% | 132 |
|
|
2025
Q1 | $122K | Sell |
496
-21
| -4% | -$5.15K | 0.02% | 134 |
|
|
2024
Q4 | $124K | Hold |
517
| – | – | 0.02% | 129 |
|
|
2024
Q3 | $109K | Sell |
517
-195
| -27% | -$41.1K | 0.02% | 141 |
|
|
2024
Q2 | $144K | Hold |
712
| – | – | 0.02% | 120 |
|
|
2024
Q1 | $143K | Sell |
712
-35
| -5% | -$7.01K | 0.02% | 119 |
|
|
2023
Q4 | $127K | Sell |
747
-26
| -3% | -$4.42K | 0.02% | 121 |
|
|
2023
Q3 | $112K | Buy |
773
+26
| +3% | +$3.77K | 0.02% | 123 |
|
|
2023
Q2 | $109K | Sell |
747
-60
| -7% | -$8.73K | 0.02% | 119 |
|
|
2023
Q1 | $105K | Buy |
807
+20
| +3% | +$2.61K | 0.02% | 122 |
|
|
2022
Q4 | $106K | Buy |
787
+192
| +32% | +$25.7K | 0.02% | 120 |
|
|
2022
Q3 | $62K | Buy |
595
+201
| +51% | +$20.9K | 0.02% | 144 |
|
|
2022
Q2 | $44K | Buy |
394
+15
| +4% | +$1.68K | 0.01% | 166 |
|
|
2022
Q1 | $52K | Buy |
379
+5
| +1% | +$686 | 0.02% | 101 |
|
|
2021
Q4 | $59K | Hold |
374
| – | – | 0.02% | 140 |
|
|
2021
Q3 | $61K | Buy |
374
+222
| +146% | +$36.2K | 0.02% | 132 |
|
|
2021
Q2 | $24K | Hold |
152
| – | – | 0.01% | 194 |
|
|
2021
Q1 | $23K | Sell |
152
-8
| -5% | -$1.21K | 0.01% | 163 |
|
|
2020
Q4 | $20K | Buy |
160
+8
| +5% | +$1K | 0.01% | 171 |
|
|
2020
Q3 | $15K | Buy |
152
+18
| +13% | +$1.78K | 0.01% | 175 |
|
|
2020
Q2 | $13K | Sell |
134
-110
| -45% | -$10.7K | 0.01% | 172 |
|
|
2020
Q1 | $22K | Hold |
244
| – | – | 0.01% | 143 |
|
|
2019
Q4 | $34K | Hold |
244
| – | – | 0.02% | 135 |
|
|
2019
Q3 | $29K | Hold |
244
| – | – | 0.02% | 140 |
|
|
2019
Q2 | $27K | Hold |
244
| – | – | 0.01% | 140 |
|
|
2019
Q1 | $25K | Hold |
244
| – | – | 0.01% | 151 |
|
|
2018
Q4 | $24K | Hold |
244
| – | – | 0.02% | 145 |
|
|
2018
Q3 | $28K | Hold |
244
| – | – | 0.02% | 150 |
|
|
2018
Q2 | $25K | Hold |
244
| – | – | 0.01% | 148 |
|
|
2018
Q1 | $27K | Hold |
244
| – | – | 0.02% | 150 |
|
|
2017
Q4 | $26K | Hold |
244
| – | – | 0.02% | 134 |
|
|
2017
Q3 | $23K | Buy |
+244
| New | +$23K | 0.01% | 155 |
|
|
2016
Q2 | – | Sell |
-58
| Closed | -$3K | – | 127 |
|
|
2016
Q1 | $3K | Hold |
58
| – | – | ﹤0.01% | 192 |
|
|
2015
Q4 | $4K | Buy |
+58
| New | +$4K | ﹤0.01% | 178 |
|