TAM Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.5M | Sell |
114,518
-5,808
| -5% | -$1.5M | 23.23% | 2 |
|
|
2025
Q1 | $29.5M | Sell |
120,326
-17,691
| -13% | -$4.34M | 24.77% | 2 |
|
|
2024
Q4 | $33.1M | Buy |
138,017
+6,948
| +5% | +$1.67M | 12% | 3 |
|
|
2024
Q3 | $27.6M | Buy |
131,069
+12,593
| +11% | +$2.66M | 12.09% | 3 |
|
|
2024
Q2 | $24M | Buy |
118,476
+46,719
| +65% | +$9.45M | 14.38% | 3 |
|
|
2024
Q1 | $28.9M | Hold |
71,757
| – | – | 24.01% | 2 |
|
|
2023
Q4 | $12.2M | Buy |
+71,757
| New | +$12.2M | 8.14% | 2 |
|
|
2020
Q1 | – | Sell |
-45,082
| Closed | -$6.28M | – | 5 |
|
|
2019
Q4 | $6.28M | Buy |
+45,082
| New | +$6.28M | 5.7% | 4 |
|
|
2018
Q4 | $8.62M | Buy |
+88,276
| New | +$8.62M | 9.89% | 3 |
|