Tanglewood Legacy 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
$477K Hold
2025
Q1
$403K Sell
2024
Q4
$397K Buy
2024
Q3
$57.6K Hold
2024
Q2
$55.2K Hold
2024
Q1
$54.7K Buy
2023
Q4
$44.2K Sell
2023
Q3
$234K Hold
2023
Q2
$235K Hold
2023
Q1
$210K Hold
2022
Q4
$217K Buy