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TCFG Wealth Management’s JPMorgan Chase JPM Stock Holding History

TCFG Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.01M Sell
3,482
-93
-3% -$27K 0.46% 53
2025
Q1 		$877K Sell
3,575
-25
-0.7% -$6.13K 0.44% 63
2024
Q4 		$863K Sell
3,600
-134
-4% -$32.1K 0.43% 69
2024
Q3 		$787K Buy
+3,734
New +$787K 0.4% 71