TA
TCG Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-19,995
| Closed | -$1.88M | – | 68 |
|
|
2020
Q2 | $1.88M | Buy |
19,995
+4,886
| +32% | +$460K | 1.04% | 30 |
|
|
2020
Q1 | $1.36M | Sell |
15,109
-9,700
| -39% | -$873K | 1.12% | 26 |
|
|
2019
Q4 | $3.46M | Buy |
24,809
+1,088
| +5% | +$152K | 2.07% | 9 |
|
|
2019
Q3 | $2.79M | Buy |
23,721
+11,548
| +95% | +$1.36M | 2.01% | 10 |
|
|
2019
Q2 | $1.39M | Buy |
12,173
+222
| +2% | +$25.3K | 1.27% | 18 |
|
|
2019
Q1 | $1.21M | Buy |
11,951
+4,691
| +65% | +$475K | 1.1% | 18 |
|
|
2018
Q4 | $709K | Buy |
+7,260
| New | +$709K | 0.72% | 37 |
|