TLA
Tanglewood Legacy Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $477K | Hold |
1,644
| – | – | 0.2% | 65 |
|
|
2025
Q1 | $403K | Sell |
1,644
-13
| -0.8% | -$3.19K | 0.18% | 68 |
|
|
2024
Q4 | $397K | Buy |
1,657
+1,384
| +507% | +$332K | 0.17% | 71 |
|
|
2024
Q3 | $57.6K | Hold |
273
| – | – | 0.03% | 155 |
|
|
2024
Q2 | $55.2K | Hold |
273
| – | – | 0.03% | 154 |
|
|
2024
Q1 | $54.7K | Buy |
273
+13
| +5% | +$2.6K | 0.03% | 154 |
|
|
2023
Q4 | $44.2K | Sell |
260
-1,355
| -84% | -$230K | 0.02% | 162 |
|
|
2023
Q3 | $234K | Hold |
1,615
| – | – | 0.14% | 75 |
|
|
2023
Q2 | $235K | Hold |
1,615
| – | – | 0.14% | 74 |
|
|
2023
Q1 | $210K | Hold |
1,615
| – | – | 0.13% | 73 |
|
|
2022
Q4 | $217K | Buy |
+1,615
| New | +$217K | 0.15% | 56 |
|