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TCM Advisors’s JPMorgan Chase JPM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Hold |
0
| – | – | – | 40 |
|
2025
Q1 | – | Hold |
0
| – | – | – | 41 |
|
2024
Q4 | – | Hold |
0
| – | – | – | 45 |
|
2024
Q3 | – | Hold |
0
| – | – | – | 48 |
|
2024
Q2 | – | Hold |
0
| – | – | – | 46 |
|
2024
Q1 | – | Hold |
0
| – | – | – | 30 |
|
2023
Q4 | – | Hold |
0
| – | – | – | 37 |
|
2023
Q3 | – | Hold |
0
| – | – | – | 37 |
|
2023
Q2 | – | Hold |
0
| – | – | – | 46 |
|
2023
Q1 | – | Hold |
0
| – | – | – | 41 |
|
2022
Q4 | – | Hold |
0
| – | – | – | 40 |
|
2022
Q3 | – | Hold |
0
| – | – | – | 45 |
|
2022
Q2 | – | Hold |
0
| – | – | – | 47 |
|
2022
Q1 | – | Sell |
-5,000
| Closed | -$795K | – | 46 |
|
2021
Q4 | $795K | Buy |
+5,000
| New | +$795K | 0.7% | 45 |
|