TAIM
TD Ameritrade Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,333
| Closed | -$630K | – | 263 |
|
|
2023
Q2 | $630K | Sell |
4,333
-1,019
| -19% | -$148K | 0.01% | 115 |
|
|
2023
Q1 | $697K | Sell |
5,352
-1,505
| -22% | -$196K | 0.01% | 114 |
|
|
2022
Q4 | $920K | Sell |
6,857
-2,049
| -23% | -$275K | 0.01% | 114 |
|
|
2022
Q3 | $931K | Sell |
8,906
-1,913
| -18% | -$200K | 0.01% | 116 |
|
|
2022
Q2 | $1.22M | Sell |
10,819
-3,216
| -23% | -$362K | 0.01% | 115 |
|
|
2022
Q1 | $1.91M | Buy |
14,035
+425
| +3% | +$57.9K | 0.01% | 108 |
|
|
2021
Q4 | $2.16M | Buy |
13,610
+131
| +1% | +$20.7K | 0.02% | 101 |
|
|
2021
Q3 | $1.3M | Buy |
13,479
+803
| +6% | +$77.3K | 0.01% | 110 |
|
|
2021
Q2 | $1.97M | Buy |
12,676
+991
| +8% | +$154K | 0.01% | 103 |
|
|
2021
Q1 | $1.49M | Hold |
11,685
| – | – | 0.01% | 104 |
|
|
2020
Q4 | $1.49M | Sell |
11,685
-1,794
| -13% | -$228K | 0.01% | 104 |
|
|
2020
Q3 | $1.3M | Sell |
13,479
-320
| -2% | -$30.8K | 0.01% | 110 |
|
|
2020
Q2 | $1.3M | Sell |
13,799
-1,239
| -8% | -$117K | 0.01% | 110 |
|
|
2020
Q1 | $1.35M | Sell |
15,038
-1,291
| -8% | -$116K | 0.01% | 105 |
|
|
2019
Q4 | $2.28M | Buy |
16,329
+933
| +6% | +$130K | 0.02% | 94 |
|
|
2019
Q3 | $1.81M | Buy |
15,396
+3,412
| +28% | +$402K | 0.01% | 97 |
|
|
2019
Q2 | $1.34M | Buy |
11,984
+2,144
| +22% | +$240K | 0.01% | 103 |
|
|
2019
Q1 | $996K | Buy |
9,840
+2,523
| +34% | +$255K | 0.01% | 110 |
|
|
2018
Q4 | $714K | Buy |
7,317
+3,465
| +90% | +$338K | 0.01% | 107 |
|
|
2018
Q3 | $435K | Buy |
3,852
+2,955
| +329% | +$334K | ﹤0.01% | 107 |
|
|
2018
Q2 | $93K | Buy |
+897
| New | +$93K | ﹤0.01% | 105 |
|