TCWP’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,686
| Closed | -$543K | – | 32 |
|
|
2024
Q2 | $543K | Sell |
2,686
-21
| -0.8% | -$4.25K | 1.33% | 22 |
|
|
2024
Q1 | $542K | Hold |
2,707
| – | – | 1.44% | 23 |
|
|
2023
Q4 | $460K | Sell |
2,707
-12,393
| -82% | -$2.11M | 1.3% | 27 |
|
|
2023
Q3 | $2.19M | Buy |
15,100
+155
| +1% | +$22.5K | 1.67% | 23 |
|
|
2023
Q2 | $2.17M | Sell |
14,945
-3,373
| -18% | -$491K | 0.46% | 62 |
|
|
2023
Q1 | $2.39M | Sell |
18,318
-3,305
| -15% | -$431K | 0.45% | 67 |
|
|
2022
Q4 | $2.9M | Sell |
21,623
-1,207
| -5% | -$162K | 0.59% | 56 |
|
|
2022
Q3 | $2.39M | Buy |
22,830
+3,102
| +16% | +$324K | 0.51% | 66 |
|
|
2022
Q2 | $2.22M | Buy |
19,728
+2,382
| +14% | +$268K | 0.47% | 65 |
|
|
2022
Q1 | $2.36M | Sell |
17,346
-336
| -2% | -$45.8K | 0.43% | 60 |
|
|
2021
Q4 | $2.8M | Buy |
+17,682
| New | +$2.8M | 0.56% | 61 |
|