Tanager Wealth 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 | $1M | Sell |
3,451
-359
| -9% | -$104K | 0.12% | 51 |
|
|
2025
Q1 | $935K | Sell |
3,810
-1,434
| -27% | -$352K | 0.12% | 45 |
|
|
2024
Q4 | $1.26M | Buy |
5,244
+1,564
| +43% | +$375K | 0.16% | 37 |
|
|
2024
Q3 | $776K | Sell |
3,680
-17
| -0.5% | -$3.59K | 0.1% | 50 |
|
|
2024
Q2 | $748K | Sell |
3,697
-4,814
| -57% | -$974K | 0.11% | 49 |
|
|
2024
Q1 | $1.7M | Buy |
8,511
+4,123
| +94% | +$826K | 0.28% | 34 |
|
|
2023
Q4 | $746K | Sell |
4,388
-53
| -1% | -$9.02K | 0.14% | 42 |
|
|
2023
Q3 | $644K | Buy |
4,441
+82
| +2% | +$11.9K | 0.13% | 42 |
|
|
2023
Q2 | $634K | Buy |
4,359
+387
| +10% | +$56.3K | 0.14% | 46 |
|
|
2023
Q1 | $518K | Sell |
3,972
-1,370
| -26% | -$179K | 0.12% | 46 |
|
|
2022
Q4 | $716K | Buy |
5,342
+3,342
| +167% | +$448K | 0.19% | 41 |
|
|
2022
Q3 | $209K | Hold |
2,000
| – | – | 0.17% | 43 |
|
|
2022
Q2 | $225K | Hold |
2,000
| – | – | 0.19% | 37 |
|
|
2022
Q1 | $273K | Hold |
2,000
| – | – | 0.21% | 31 |
|
|
2021
Q4 | $317K | Buy |
+2,000
| New | +$317K | 0.24% | 29 |
|