TIA
Tandem Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Sell |
934
-288
| -24% | -$83.6K | 0.01% | 59 |
|
|
2025
Q1 | $300K | Sell |
1,222
-1,212
| -50% | -$298K | 0.01% | 61 |
|
|
2024
Q4 | $583K | Sell |
2,434
-93
| -4% | -$22.3K | 0.02% | 54 |
|
|
2024
Q3 | $533K | Buy |
2,527
+182
| +8% | +$38.4K | 0.02% | 58 |
|
|
2024
Q2 | $474K | Sell |
2,345
-52
| -2% | -$10.5K | 0.02% | 56 |
|
|
2024
Q1 | $480K | Sell |
2,397
-246
| -9% | -$49.3K | 0.02% | 57 |
|
|
2023
Q4 | $450K | Sell |
2,643
-541
| -17% | -$92.1K | 0.02% | 61 |
|
|
2023
Q3 | $462K | Sell |
3,184
-460
| -13% | -$66.7K | 0.02% | 62 |
|
|
2023
Q2 | $530K | Buy |
3,644
+912
| +33% | +$133K | 0.02% | 59 |
|
|
2023
Q1 | $356K | Sell |
2,732
-695
| -20% | -$90.6K | 0.02% | 64 |
|
|
2022
Q4 | $460K | Buy |
3,427
+798
| +30% | +$107K | 0.02% | 63 |
|
|
2022
Q3 | $275K | Sell |
2,629
-75
| -3% | -$7.85K | 0.02% | 73 |
|
|
2022
Q2 | $305K | Buy |
2,704
+629
| +30% | +$70.9K | 0.02% | 66 |
|
|
2022
Q1 | $283K | Sell |
2,075
-1,785
| -46% | -$243K | 0.02% | 60 |
|
|
2021
Q4 | $611K | Buy |
3,860
+738
| +24% | +$117K | 0.04% | 53 |
|
|
2021
Q3 | $511K | Sell |
3,122
-86
| -3% | -$14.1K | 0.04% | 50 |
|
|
2021
Q2 | $499K | Buy |
3,208
+487
| +18% | +$75.8K | 0.04% | 48 |
|
|
2021
Q1 | $414K | Sell |
2,721
-491
| -15% | -$74.7K | 0.04% | 51 |
|
|
2020
Q4 | $408K | Sell |
3,212
-263
| -8% | -$33.4K | 0.04% | 51 |
|
|
2020
Q3 | $335K | Sell |
3,475
-1,800
| -34% | -$174K | 0.04% | 53 |
|
|
2020
Q2 | $496K | Buy |
5,275
+924
| +21% | +$86.9K | 0.07% | 48 |
|
|
2020
Q1 | $392K | Sell |
4,351
-2,012
| -32% | -$181K | 0.06% | 51 |
|
|
2019
Q4 | $887K | Sell |
6,363
-467
| -7% | -$65.1K | 0.15% | 42 |
|
|
2019
Q3 | $804K | Buy |
6,830
+3,318
| +94% | +$391K | 0.15% | 41 |
|
|
2019
Q2 | $393K | Sell |
3,512
-624
| -15% | -$69.8K | 0.07% | 49 |
|
|
2019
Q1 | $419K | Sell |
4,136
-1,496
| -27% | -$152K | 0.09% | 50 |
|
|
2018
Q4 | $550K | Buy |
5,632
+1,825
| +48% | +$178K | 0.14% | 44 |
|
|
2018
Q3 | $430K | Buy |
3,807
+60
| +2% | +$6.78K | 0.12% | 45 |
|
|
2018
Q2 | $390K | Sell |
3,747
-50
| -1% | -$5.2K | 0.12% | 43 |
|
|
2018
Q1 | $418K | Sell |
3,797
-814
| -18% | -$89.6K | 0.14% | 42 |
|
|
2017
Q4 | $493K | Buy |
4,611
+1,732
| +60% | +$185K | 0.17% | 45 |
|
|
2017
Q3 | $275K | Sell |
2,879
-92
| -3% | -$8.79K | 0.1% | 52 |
|
|
2017
Q2 | $272K | Buy |
2,971
+458
| +18% | +$41.9K | 0.11% | 56 |
|
|
2017
Q1 | $221K | Buy |
+2,513
| New | +$221K | 0.1% | 53 |
|