TWA
Tandem Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Buy |
2,249
+126
| +6% | +$36.5K | 0.32% | 27 |
|
|
2025
Q1 | $521K | Buy |
2,123
+84
| +4% | +$20.6K | 0.27% | 30 |
|
|
2024
Q4 | $489K | Buy |
2,039
+59
| +3% | +$14.1K | 0.25% | 30 |
|
|
2024
Q3 | $418K | Sell |
1,980
-20
| -1% | -$4.22K | 0.21% | 33 |
|
|
2024
Q2 | $405K | Hold |
2,000
| – | – | 0.22% | 31 |
|
|
2024
Q1 | $401K | Buy |
2,000
+120
| +6% | +$24K | 0.22% | 31 |
|
|
2023
Q4 | $320K | Hold |
1,880
| – | – | 0.18% | 37 |
|
|
2023
Q3 | $273K | Sell |
1,880
-28
| -1% | -$4.06K | 0.17% | 39 |
|
|
2023
Q2 | $278K | Buy |
1,908
+333
| +21% | +$48.4K | 0.17% | 35 |
|
|
2023
Q1 | $205K | Sell |
1,575
-26
| -2% | -$3.39K | 0.13% | 46 |
|
|
2022
Q4 | $215K | Buy |
+1,601
| New | +$215K | 0.14% | 47 |
|