Tectonic Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
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|
2025
Q1 | $1.3M | Buy |
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|
2024
Q4 | $1.25M | Buy |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $1.14M | Buy |
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|
2024
Q1 | $1.1M | Buy |
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|
2023
Q4 | $885K | Buy |
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|
2023
Q3 | $707K | Sell |
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|
2023
Q2 | $721K | Buy |
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|
2023
Q1 | $512K | Buy |
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|
2022
Q4 | $443K | Buy |
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|
2022
Q3 | $313K | Buy |
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|
2022
Q2 | $260K | Buy |
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|
2022
Q1 | $262K | Buy |
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|
2021
Q4 | $245K | Buy |
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|
2021
Q3 | $217K | Buy |
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|
2021
Q2 | $174K | Buy |
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|
2021
Q1 | $134K | Sell |
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|
2020
Q4 | $134K | Buy |
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