TWA
Talisman Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Buy |
7,056
+6
| +0.1% | +$1.74K | 1.87% | 14 |
|
|
2025
Q1 | $1.73M | Sell |
7,050
-138
| -2% | -$33.8K | 1.78% | 16 |
|
|
2024
Q4 | $1.72M | Sell |
7,188
-83
| -1% | -$19.9K | 1.83% | 14 |
|
|
2024
Q3 | $1.53M | Sell |
7,271
-53
| -0.7% | -$11.2K | 1.61% | 18 |
|
|
2024
Q2 | $1.48M | Buy |
7,324
+310
| +4% | +$62.7K | 1.71% | 18 |
|
|
2024
Q1 | $1.4M | Sell |
7,014
-47
| -0.7% | -$9.41K | 1.77% | 18 |
|
|
2023
Q4 | $1.2M | Sell |
7,061
-578
| -8% | -$98.3K | 1.78% | 17 |
|
|
2023
Q3 | $1.11M | Sell |
7,639
-47
| -0.6% | -$6.82K | 1.92% | 16 |
|
|
2023
Q2 | $1.12M | Buy |
7,686
+6
| +0.1% | +$873 | 1.91% | 15 |
|
|
2023
Q1 | $1M | Buy |
7,680
+1,424
| +23% | +$186K | 1.81% | 16 |
|
|
2022
Q4 | $839K | Buy |
+6,256
| New | +$839K | 1.78% | 17 |
|