TGAM
TBH Global Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.49M | Sell |
15,502
-6,347
| -29% | -$1.84M | 0.96% | 19 |
|
|
2025
Q1 | $5.36M | Buy |
21,849
+11,197
| +105% | +$2.75M | 1.03% | 19 |
|
|
2024
Q4 | $2.55M | Buy |
10,652
+110
| +1% | +$26.4K | 0.6% | 36 |
|
|
2024
Q3 | $2.22M | Buy |
10,542
+213
| +2% | +$44.9K | 0.49% | 44 |
|
|
2024
Q2 | $2.09M | Sell |
10,329
-1,327
| -11% | -$268K | 0.46% | 49 |
|
|
2024
Q1 | $2.33M | Buy |
11,656
+1,026
| +10% | +$206K | 0.47% | 46 |
|
|
2023
Q4 | $1.81M | Sell |
10,630
-1,047
| -9% | -$178K | 0.37% | 51 |
|
|
2023
Q3 | $1.69M | Buy |
11,677
+441
| +4% | +$64K | 0.33% | 56 |
|
|
2023
Q2 | $1.63M | Buy |
11,236
+1,784
| +19% | +$259K | 0.32% | 60 |
|
|
2023
Q1 | $1.23M | Buy |
9,452
+899
| +11% | +$117K | 0.26% | 71 |
|
|
2022
Q4 | $1.15M | Buy |
8,553
+171
| +2% | +$22.9K | 0.28% | 71 |
|
|
2022
Q3 | $876K | Buy |
8,382
+5
| +0.1% | +$523 | 0.22% | 72 |
|
|
2022
Q2 | $943K | Sell |
8,377
-3,342
| -29% | -$376K | 0.22% | 73 |
|
|
2022
Q1 | $1.6M | Buy |
11,719
+519
| +5% | +$70.7K | 0.34% | 64 |
|
|
2021
Q4 | $1.77M | Buy |
11,200
+178
| +2% | +$28.2K | 0.37% | 62 |
|
|
2021
Q3 | $1.8M | Sell |
11,022
-140
| -1% | -$22.9K | 0.42% | 58 |
|
|
2021
Q2 | $1.74M | Buy |
11,162
+2,599
| +30% | +$404K | 0.4% | 60 |
|
|
2021
Q1 | $1.3M | Buy |
8,563
+4
| +0% | +$609 | 0.34% | 60 |
|
|
2020
Q4 | $1.09M | Sell |
8,559
-114
| -1% | -$14.5K | 0.33% | 59 |
|
|
2020
Q3 | $835K | Sell |
8,673
-25,528
| -75% | -$2.46M | 0.29% | 67 |
|
|
2020
Q2 | $3.22M | Buy |
34,201
+7,089
| +26% | +$667K | 1.28% | 19 |
|
|
2020
Q1 | $2.49M | Buy |
27,112
+19,203
| +243% | +$1.76M | 1.05% | 21 |
|
|
2019
Q4 | $1.1M | Buy |
+7,909
| New | +$1.1M | 0.33% | 58 |
|