TAM
TCP Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $647K | Buy |
2,233
+62
| +3% | +$18K | 0.13% | 41 |
|
|
2025
Q1 | $532K | Sell |
2,171
-82
| -4% | -$20.1K | 0.12% | 44 |
|
|
2024
Q4 | $540K | Sell |
2,253
-27
| -1% | -$6.47K | 0.12% | 45 |
|
|
2024
Q3 | $481K | Buy |
2,280
+161
| +8% | +$33.9K | 0.11% | 49 |
|
|
2024
Q2 | $429K | Buy |
2,119
+110
| +5% | +$22.3K | 0.11% | 45 |
|
|
2024
Q1 | $402K | Buy |
2,009
+65
| +3% | +$13K | 0.11% | 48 |
|
|
2023
Q4 | $331K | Buy |
1,944
+39
| +2% | +$6.63K | 0.12% | 49 |
|
|
2023
Q3 | $276K | Sell |
1,905
-17
| -0.9% | -$2.47K | 0.12% | 49 |
|
|
2023
Q2 | $280K | Sell |
1,922
-58
| -3% | -$8.44K | 0.12% | 50 |
|
|
2023
Q1 | $258K | Buy |
+1,980
| New | +$258K | 0.14% | 48 |
|