Tennessee Valley Asset Management Partners’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 | – | Sell |
-6,974
| Closed | -$1.71M | – | 123 |
|
|
2025
Q1 | $1.71M | Buy |
6,974
+468
| +7% | +$115K | 0.28% | 50 |
|
|
2024
Q4 | $1.56M | Sell |
6,506
-398
| -6% | -$95.4K | 0.26% | 51 |
|
|
2024
Q3 | $1.46M | Sell |
6,904
-18
| -0.3% | -$3.81K | 0.24% | 52 |
|
|
2024
Q2 | $1.4M | Buy |
6,922
+470
| +7% | +$95.1K | 0.26% | 51 |
|
|
2024
Q1 | $1.29M | Sell |
6,452
-6,648
| -51% | -$1.33M | 0.31% | 42 |
|
|
2023
Q4 | $2.23M | Buy |
13,100
+6,700
| +105% | +$1.14M | 0.3% | 45 |
|
|
2023
Q3 | $928K | Sell |
6,400
-55
| -0.9% | -$7.98K | 0.31% | 45 |
|
|
2023
Q2 | $939K | Buy |
6,455
+95
| +1% | +$13.8K | 0.3% | 45 |
|
|
2023
Q1 | $829K | Buy |
6,360
+23
| +0.4% | +$3K | 0.27% | 44 |
|
|
2022
Q4 | $850K | Buy |
6,337
+153
| +2% | +$20.5K | 0.29% | 44 |
|
|
2022
Q3 | $646K | Sell |
6,184
-672
| -10% | -$70.2K | 0.25% | 49 |
|
|
2022
Q2 | $772K | Buy |
6,856
+222
| +3% | +$25K | 0.3% | 33 |
|
|
2022
Q1 | $904K | Buy |
6,634
+78
| +1% | +$10.6K | 0.31% | 30 |
|
|
2021
Q4 | $1.04M | Buy |
6,556
+140
| +2% | +$22.2K | 0.35% | 28 |
|
|
2021
Q3 | $1.05M | Buy |
+6,416
| New | +$1.05M | 0.4% | 23 |
|
|
2021
Q2 | – | Sell |
-12,591
| Closed | -$1.92M | – | 68 |
|
|
2021
Q1 | $1.92M | Sell |
12,591
-362
| -3% | -$55.1K | 0.49% | 24 |
|
|
2020
Q4 | $1.65M | Buy |
12,953
+6,418
| +98% | +$816K | 0.4% | 29 |
|
|
2020
Q3 | $629K | Buy |
6,535
+369
| +6% | +$35.5K | 0.37% | 30 |
|
|
2020
Q2 | $580K | Buy |
6,166
+64
| +1% | +$6.02K | 0.38% | 30 |
|
|
2020
Q1 | $549K | Buy |
6,102
+183
| +3% | +$16.5K | 0.41% | 27 |
|
|
2019
Q4 | $825K | Sell |
5,919
-189
| -3% | -$26.3K | 0.52% | 23 |
|
|
2019
Q3 | $719K | Sell |
6,108
-33
| -0.5% | -$3.89K | 0.52% | 23 |
|
|
2019
Q2 | $687K | Buy |
6,141
+405
| +7% | +$45.3K | 0.52% | 24 |
|
|
2019
Q1 | $581K | Buy |
5,736
+391
| +7% | +$39.6K | 0.5% | 27 |
|
|
2018
Q4 | $522K | Buy |
+5,345
| New | +$522K | 0.6% | 27 |
|