Tandem Wealth 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 | $652K | Buy |
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|
2025
Q1 | $521K | Buy |
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|
2024
Q4 | $489K | Buy |
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|
2024
Q3 | $418K | Sell |
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|
2024
Q2 | $405K | Hold |
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|
2024
Q1 | $401K | Buy |
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|
2023
Q4 | $320K | Hold |
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|
2023
Q3 | $273K | Sell |
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|
2023
Q2 | $278K | Buy |
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|
2023
Q1 | $205K | Sell |
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|
2022
Q4 | $215K | Buy |
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