TWP
Tempus Wealth Planning’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Buy |
12,084
+623
| +5% | +$181K | 0.87% | 26 |
|
|
2025
Q1 | $2.81M | Buy |
11,461
+340
| +3% | +$83.4K | 0.84% | 27 |
|
|
2024
Q4 | $2.67M | Buy |
11,121
+592
| +6% | +$142K | 0.81% | 31 |
|
|
2024
Q3 | $2.22M | Buy |
10,529
+999
| +10% | +$211K | 0.81% | 29 |
|
|
2024
Q2 | $1.93M | Buy |
9,530
+428
| +5% | +$86.6K | 0.81% | 30 |
|
|
2024
Q1 | $1.82M | Buy |
9,102
+270
| +3% | +$54.1K | 0.8% | 29 |
|
|
2023
Q4 | $1.5M | Sell |
8,832
-228
| -3% | -$38.8K | 0.66% | 41 |
|
|
2023
Q3 | $1.31M | Sell |
9,060
-3,432
| -27% | -$498K | 0.66% | 33 |
|
|
2023
Q2 | $1.82M | Sell |
12,492
-312
| -2% | -$45.4K | 0.82% | 34 |
|
|
2023
Q1 | $1.67M | Sell |
12,804
-1,502
| -10% | -$196K | 0.82% | 25 |
|
|
2022
Q4 | $1.92M | Sell |
14,306
-1,798
| -11% | -$241K | 1.17% | 18 |
|
|
2022
Q3 | $1.68M | Buy |
16,104
+6,711
| +71% | +$701K | 1.12% | 20 |
|
|
2022
Q2 | $1.06M | Hold |
9,393
| – | – | 0.87% | 27 |
|
|
2022
Q1 | $1.28M | Sell |
9,393
-660
| -7% | -$89.9K | 0.91% | 28 |
|
|
2021
Q4 | $1.59M | Buy |
10,053
+393
| +4% | +$62.2K | 0.86% | 33 |
|
|
2021
Q3 | $1.58M | Buy |
9,660
+403
| +4% | +$66K | 0.9% | 28 |
|
|
2021
Q2 | $1.44M | Buy |
9,257
+4,822
| +109% | +$750K | 0.96% | 27 |
|
|
2021
Q1 | $675K | Hold |
4,435
| – | – | 0.71% | 37 |
|
|
2020
Q4 | $564K | Sell |
4,435
-75
| -2% | -$9.54K | 0.73% | 27 |
|
|
2020
Q3 | $434K | Hold |
4,510
| – | – | 0.63% | 30 |
|
|
2020
Q2 | $424K | Sell |
4,510
-500
| -10% | -$47K | 0.63% | 28 |
|
|
2020
Q1 | $451K | Buy |
5,010
+500
| +11% | +$45K | 0.74% | 26 |
|
|
2019
Q4 | $629K | Buy |
+4,510
| New | +$629K | 0.55% | 30 |
|