Teamwork Financial Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.4M | Sell |
77,311
-28
| -0% | -$8.12K | 2.6% | 12 |
|
|
2025
Q1 | $19M | Buy |
77,339
+10,229
| +15% | +$2.51M | 2.53% | 13 |
|
|
2024
Q4 | $16.1M | Buy |
67,110
+2,254
| +3% | +$540K | 2.09% | 19 |
|
|
2024
Q3 | $13.7M | Sell |
64,856
-753
| -1% | -$159K | 1.9% | 23 |
|
|
2024
Q2 | $13.3M | Buy |
65,609
+14,870
| +29% | +$3.01M | 1.97% | 19 |
|
|
2024
Q1 | $10.2M | Buy |
50,739
+48,304
| +1,984% | +$9.68M | 1.56% | 23 |
|
|
2023
Q4 | $414K | Sell |
2,435
-115
| -5% | -$19.6K | 0.07% | 113 |
|
|
2023
Q3 | $370K | Buy |
2,550
+373
| +17% | +$54.1K | 0.06% | 145 |
|
|
2023
Q2 | $317K | Sell |
2,177
-4,995
| -70% | -$727K | 0.05% | 154 |
|
|
2023
Q1 | $935K | Buy |
7,172
+4,059
| +130% | +$529K | 0.17% | 86 |
|
|
2022
Q4 | $418K | Sell |
3,113
-6,914
| -69% | -$927K | 0.08% | 139 |
|
|
2022
Q3 | $1.05M | Buy |
10,027
+6,882
| +219% | +$719K | 0.23% | 68 |
|
|
2022
Q2 | $354K | Sell |
3,145
-2,585
| -45% | -$291K | 0.08% | 160 |
|
|
2022
Q1 | $781K | Sell |
5,730
-8,481
| -60% | -$1.16M | 0.15% | 125 |
|
|
2021
Q4 | $2.25M | Buy |
14,211
+1,794
| +14% | +$284K | 0.41% | 40 |
|
|
2021
Q3 | $2.03M | Buy |
12,417
+2,705
| +28% | +$443K | 0.4% | 44 |
|
|
2021
Q2 | $1.51M | Buy |
9,712
+6,763
| +229% | +$1.05M | 0.31% | 58 |
|
|
2021
Q1 | $449K | Buy |
2,949
+229
| +8% | +$34.9K | 0.11% | 151 |
|
|
2020
Q4 | $346K | Sell |
2,720
-384
| -12% | -$48.8K | 0.08% | 153 |
|
|
2020
Q3 | $299K | Sell |
3,104
-7,677
| -71% | -$740K | 0.09% | 142 |
|
|
2020
Q2 | $1.01M | Sell |
10,781
-8,117
| -43% | -$763K | 0.36% | 71 |
|
|
2020
Q1 | $1.7M | Sell |
18,898
-547
| -3% | -$49.2K | 1.05% | 21 |
|
|
2019
Q4 | $2.71M | Buy |
+19,445
| New | +$2.71M | 1.62% | 12 |
|