TWMP
Taylor Wealth Management Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $6.89M | Sell |
61,144
-4,055
| -6% | -$457K | 3.91% | 8 |
|
|
2022
Q1 | $8.89M | Sell |
65,199
-1,953
| -3% | -$266K | 3.6% | 7 |
|
|
2021
Q4 | $10.6M | Buy |
67,152
+308
| +0.5% | +$48.8K | 3.75% | 6 |
|
|
2021
Q3 | $10.9M | Buy |
66,844
+4,546
| +7% | +$744K | 3.9% | 7 |
|
|
2021
Q2 | $9.69M | Sell |
62,298
-155
| -0.2% | -$24.1K | 3.42% | 9 |
|
|
2021
Q1 | $9.51M | Sell |
62,453
-79
| -0.1% | -$12K | 3.47% | 7 |
|
|
2020
Q4 | $7.95M | Buy |
62,532
+340
| +0.5% | +$43.2K | 3.06% | 10 |
|
|
2020
Q3 | $5.99M | Buy |
62,192
+713
| +1% | +$68.6K | 2.74% | 10 |
|
|
2020
Q2 | $5.78M | Sell |
61,479
-4,073
| -6% | -$383K | 2.94% | 10 |
|
|
2020
Q1 | $5.9M | Buy |
+65,552
| New | +$5.9M | 3.62% | 11 |
|
|
2019
Q1 | – | Sell |
-134
| Closed | -$13K | – | 82 |
|
|
2018
Q4 | $13K | Hold |
134
| – | – | 0.01% | 80 |
|
|
2018
Q3 | $15K | Buy |
+134
| New | +$15K | 0.01% | 90 |
|
|
2018
Q1 | – | Sell |
-660
| Closed | -$71K | – | 144 |
|
|
2017
Q4 | $71K | Sell |
660
-240
| -27% | -$25.8K | 0.03% | 91 |
|
|
2017
Q3 | $86K | Hold |
900
| – | – | 0.04% | 88 |
|
|
2017
Q2 | $82K | Hold |
900
| – | – | 0.04% | 91 |
|
|
2017
Q1 | $79K | Hold |
900
| – | – | 0.04% | 95 |
|
|
2016
Q4 | $78K | Hold |
900
| – | – | 0.04% | 91 |
|
|
2016
Q3 | $60K | Hold |
900
| – | – | 0.03% | 87 |
|
|
2016
Q2 | $56K | Hold |
900
| – | – | 0.02% | 86 |
|
|
2016
Q1 | $53K | Sell |
900
-400
| -31% | -$23.6K | 0.03% | 83 |
|
|
2015
Q4 | $86K | Hold |
1,300
| – | – | 0.04% | 64 |
|
|
2015
Q3 | $79K | Sell |
1,300
-425
| -25% | -$25.8K | 0.04% | 63 |
|
|
2015
Q2 | $117K | Buy |
1,725
+600
| +53% | +$40.7K | 0.04% | 62 |
|
|
2015
Q1 | $68K | Buy |
+1,125
| New | +$68K | 0.02% | 72 |
|