Tandem Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Sell |
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|
2025
Q1 | $300K | Sell |
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|
2024
Q4 | $583K | Sell |
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|
2024
Q3 | $533K | Buy |
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|
2024
Q2 | $474K | Sell |
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|
2024
Q1 | $480K | Sell |
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|
2023
Q4 | $450K | Sell |
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|
2023
Q3 | $462K | Sell |
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|
2023
Q2 | $530K | Buy |
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|
2023
Q1 | $356K | Sell |
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|
2022
Q4 | $460K | Buy |
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|
2022
Q3 | $275K | Sell |
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|
2022
Q2 | $305K | Buy |
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|
2022
Q1 | $283K | Sell |
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|
2021
Q4 | $611K | Buy |
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|
2021
Q3 | $511K | Sell |
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|
2021
Q2 | $499K | Buy |
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|
2021
Q1 | $414K | Sell |
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|
2020
Q4 | $408K | Sell |
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|
2020
Q3 | $335K | Sell |
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|
2020
Q2 | $496K | Buy |
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|
2020
Q1 | $392K | Sell |
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|
2019
Q4 | $887K | Sell |
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|
2019
Q3 | $804K | Buy |
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|
2019
Q2 | $393K | Sell |
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|
2019
Q1 | $419K | Sell |
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|
2018
Q4 | $550K | Buy |
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|
2018
Q3 | $430K | Buy |
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|
2018
Q2 | $390K | Sell |
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|
2018
Q1 | $418K | Sell |
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|
2017
Q4 | $493K | Buy |
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|
2017
Q3 | $275K | Sell |
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|
2017
Q2 | $272K | Buy |
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|
2017
Q1 | $221K | Buy |
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