Tamar Securities’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 | $673K | Buy |
2,322
+8
| +0.3% | +$2.32K | 0.08% | 52 |
|
2025
Q1 | $568K | Sell |
2,314
-7
| -0.3% | -$1.72K | 0.08% | 51 |
|
2024
Q4 | $556K | Sell |
2,321
-20
| -0.9% | -$4.79K | 0.08% | 50 |
|
2024
Q3 | $494K | Sell |
2,341
-31
| -1% | -$6.54K | 0.07% | 49 |
|
2024
Q2 | $480K | Sell |
2,372
-287
| -11% | -$58K | 0.08% | 50 |
|
2024
Q1 | $533K | Sell |
2,659
-83
| -3% | -$16.6K | 0.09% | 48 |
|
2023
Q4 | $466K | Buy |
2,742
+74
| +3% | +$12.6K | 0.09% | 44 |
|
2023
Q3 | $387K | Buy |
2,668
+25
| +0.9% | +$3.63K | 0.09% | 47 |
|
2023
Q2 | $384K | Sell |
2,643
-66
| -2% | -$9.6K | 0.09% | 44 |
|
2023
Q1 | $353K | Sell |
2,709
-31
| -1% | -$4.04K | 0.1% | 43 |
|
2022
Q4 | $367K | Sell |
2,740
-61
| -2% | -$8.18K | 0.12% | 42 |
|
2022
Q3 | $293K | Buy |
2,801
+3
| +0.1% | +$314 | 0.09% | 46 |
|
2022
Q2 | $315K | Buy |
2,798
+289
| +12% | +$32.5K | 0.1% | 46 |
|
2022
Q1 | $342K | Buy |
2,509
+647
| +35% | +$88.2K | 0.1% | 47 |
|
2021
Q4 | $295K | Sell |
1,862
-19
| -1% | -$3.01K | 0.09% | 49 |
|
2021
Q3 | $308K | Sell |
1,881
-1,103
| -37% | -$181K | 0.11% | 43 |
|
2021
Q2 | $464K | Buy |
2,984
+39
| +1% | +$6.06K | 0.18% | 40 |
|
2021
Q1 | $448K | Buy |
2,945
+48
| +2% | +$7.3K | 0.17% | 45 |
|
2020
Q4 | $368K | Buy |
2,897
+89
| +3% | +$11.3K | 0.21% | 35 |
|
2020
Q3 | $270K | Buy |
2,808
+173
| +7% | +$16.6K | 0.17% | 41 |
|
2020
Q2 | $248K | Buy |
+2,635
| New | +$248K | 0.2% | 41 |
|