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