Tectonic Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
5,387
+88
| +2% | +$25.5K | 0.09% | 121 |
|
|
2025
Q1 | $1.3M | Buy |
5,299
+102
| +2% | +$25K | 0.08% | 134 |
|
|
2024
Q4 | $1.25M | Buy |
5,197
+218
| +4% | +$52.3K | 0.08% | 134 |
|
|
2024
Q3 | $1.05M | Sell |
4,979
-663
| -12% | -$140K | 0.07% | 156 |
|
|
2024
Q2 | $1.14M | Buy |
5,642
+130
| +2% | +$26.3K | 0.08% | 132 |
|
|
2024
Q1 | $1.1M | Buy |
5,512
+306
| +6% | +$61.3K | 0.08% | 133 |
|
|
2023
Q4 | $885K | Buy |
5,206
+334
| +7% | +$56.8K | 0.07% | 146 |
|
|
2023
Q3 | $707K | Sell |
4,872
-85
| -2% | -$12.3K | 0.07% | 152 |
|
|
2023
Q2 | $721K | Buy |
4,957
+1,030
| +26% | +$150K | 0.09% | 153 |
|
|
2023
Q1 | $512K | Buy |
3,927
+627
| +19% | +$81.7K | 0.07% | 179 |
|
|
2022
Q4 | $443K | Buy |
3,300
+309
| +10% | +$41.4K | 0.07% | 170 |
|
|
2022
Q3 | $313K | Buy |
2,991
+684
| +30% | +$71.6K | 0.06% | 161 |
|
|
2022
Q2 | $260K | Buy |
2,307
+383
| +20% | +$43.2K | 0.05% | 166 |
|
|
2022
Q1 | $262K | Buy |
1,924
+379
| +25% | +$51.6K | 0.05% | 178 |
|
|
2021
Q4 | $245K | Buy |
1,545
+220
| +17% | +$34.9K | 0.04% | 171 |
|
|
2021
Q3 | $217K | Buy |
1,325
+205
| +18% | +$33.6K | 0.04% | 175 |
|
|
2021
Q2 | $174K | Buy |
1,120
+239
| +27% | +$37.1K | 0.04% | 178 |
|
|
2021
Q1 | $134K | Sell |
881
-180
| -17% | -$27.4K | 0.03% | 172 |
|
|
2020
Q4 | $134K | Buy |
+1,061
| New | +$134K | 0.04% | 159 |
|