Tandem 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 | $4.77M | Sell |
16,440
-155
| -0.9% | -$44.9K | 2.41% | 10 |
|
|
2025
Q1 | $4.07M | Buy |
16,595
+42
| +0.3% | +$10.3K | 2.27% | 9 |
|
|
2024
Q4 | $3.97M | Sell |
16,553
-517
| -3% | -$124K | 2.12% | 13 |
|
|
2024
Q3 | $3.6M | Sell |
17,070
-1,000
| -6% | -$211K | 1.9% | 16 |
|
|
2024
Q2 | $3.7M | Sell |
18,070
-45
| -0.2% | -$9.22K | 2.03% | 14 |
|
|
2024
Q1 | $3.63M | Sell |
18,115
-135
| -0.7% | -$27K | 2.06% | 15 |
|
|
2023
Q4 | $3.1M | Sell |
18,250
-650
| -3% | -$111K | 1.93% | 15 |
|
|
2023
Q3 | $2.74M | Sell |
18,900
-296
| -2% | -$42.9K | 1.88% | 17 |
|
|
2023
Q2 | $2.79M | Sell |
19,196
-4
| -0% | -$582 | 1.82% | 17 |
|
|
2023
Q1 | $2.5M | Sell |
19,200
-232
| -1% | -$30.2K | 1.76% | 16 |
|
|
2022
Q4 | $2.61M | Buy |
19,432
+206
| +1% | +$27.6K | 2.05% | 13 |
|
|
2022
Q3 | $2.35M | Buy |
19,226
+25
| +0.1% | +$3.06K | 1.98% | 13 |
|
|
2022
Q2 | $2.16M | Buy |
19,201
+100
| +0.5% | +$11.3K | 1.73% | 20 |
|
|
2022
Q1 | $2.42M | Buy |
19,101
+45
| +0.2% | +$5.71K | 1.68% | 21 |
|
|
2021
Q4 | $3.02M | Buy |
19,056
+1,691
| +10% | +$268K | 1.74% | 18 |
|
|
2021
Q3 | $2.84M | Buy |
17,365
+152
| +0.9% | +$24.9K | 1.79% | 18 |
|
|
2021
Q2 | $2.68M | Sell |
17,213
-10
| -0.1% | -$1.56K | 1.69% | 20 |
|
|
2021
Q1 | $2.62M | Buy |
17,223
+60
| +0.3% | +$9.13K | 1.81% | 20 |
|
|
2020
Q4 | $2.18M | Sell |
17,163
-105
| -0.6% | -$13.3K | 1.64% | 24 |
|
|
2020
Q3 | $1.66M | Sell |
17,268
-220
| -1% | -$21.2K | 1.47% | 27 |
|
|
2020
Q2 | $1.65M | Sell |
17,488
-490
| -3% | -$46.1K | 1.61% | 24 |
|
|
2020
Q1 | $1.62M | Buy |
17,978
+190
| +1% | +$17.1K | 1.82% | 20 |
|
|
2019
Q4 | $2.48M | Buy |
+17,788
| New | +$2.48M | 2.13% | 15 |
|