THWM
Taylor Hoffman Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.01M | Buy |
4,903
+268
| +6% | +$55.1K | 0.41% | 53 |
|
|
2024
Q1 | $928K | Sell |
4,635
-319
| -6% | -$63.9K | 0.39% | 55 |
|
|
2023
Q4 | $843K | Hold |
4,954
| – | – | 0.38% | 56 |
|
|
2023
Q3 | $718K | Hold |
4,954
| – | – | 0.37% | 58 |
|
|
2023
Q2 | $721K | Hold |
4,954
| – | – | 0.36% | 59 |
|
|
2023
Q1 | $646K | Buy |
4,954
+108
| +2% | +$14.1K | 0.35% | 60 |
|
|
2022
Q4 | $650K | Sell |
4,846
-3,410
| -41% | -$457K | 0.4% | 61 |
|
|
2022
Q3 | $863K | Sell |
8,256
-98
| -1% | -$10.2K | 0.45% | 65 |
|
|
2022
Q2 | $953K | Sell |
8,354
-316
| -4% | -$36K | 0.47% | 69 |
|
|
2022
Q1 | $1.18M | Buy |
8,670
+1
| +0% | +$136 | 0.47% | 64 |
|
|
2021
Q4 | $1.37M | Sell |
8,669
-155
| -2% | -$24.5K | 0.52% | 59 |
|
|
2021
Q3 | $1.48M | Buy |
8,824
+64
| +0.7% | +$10.7K | 0.63% | 54 |
|
|
2021
Q2 | $1.36M | Buy |
8,760
+1
| +0% | +$156 | 0.59% | 57 |
|
|
2021
Q1 | $1.33M | Buy |
8,759
+1
| +0% | +$152 | 0.61% | 58 |
|
|
2020
Q4 | $1.11M | Sell |
8,758
-544
| -6% | -$69.1K | 0.57% | 61 |
|
|
2020
Q3 | $895K | Sell |
9,302
-3,110
| -25% | -$299K | 0.53% | 64 |
|
|
2020
Q2 | $1.17M | Buy |
12,412
+2,822
| +29% | +$265K | 0.73% | 54 |
|
|
2020
Q1 | $863K | Sell |
9,590
-1,439
| -13% | -$129K | 0.83% | 51 |
|
|
2019
Q4 | $1.54M | Buy |
11,029
+1
| +0% | +$139 | 0.99% | 30 |
|
|
2019
Q3 | $1.3M | Buy |
11,028
+1,486
| +16% | +$175K | 0.92% | 33 |
|
|
2019
Q2 | $1.07M | Sell |
9,542
-1,271
| -12% | -$142K | 0.86% | 37 |
|
|
2019
Q1 | $1.1M | Sell |
10,813
-499
| -4% | -$50.5K | 0.81% | 38 |
|
|
2018
Q4 | $1.1M | Buy |
11,312
+5,086
| +82% | +$496K | 0.99% | 34 |
|
|
2018
Q3 | $703K | Buy |
6,226
+1
| +0% | +$113 | 0.56% | 53 |
|
|
2018
Q2 | $649K | Buy |
6,225
+1
| +0% | +$104 | 0.56% | 52 |
|
|
2018
Q1 | $684K | Buy |
6,224
+1,375
| +28% | +$151K | 0.63% | 51 |
|
|
2017
Q4 | $519K | Buy |
+4,849
| New | +$519K | 0.5% | 58 |
|