Tandem Investment Partners’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
$2.27M Buy
7,836
+761
+11% +$221K 1.98% 19
2025
Q1
$1.74M Sell
7,075
-206
-3% -$50.5K 1.71% 22
2024
Q4
$1.75M Buy
+7,281
New +$1.75M 1.67% 18