TNAM
Terra Nova Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Sell |
7,523
-705
| -9% | -$204K | 1.52% | 29 |
|
|
2025
Q1 | $2.02M | Buy |
+8,228
| New | +$2.02M | 1.59% | 28 |
|
|
2023
Q1 | – | Sell |
-19,440
| Closed | -$2.61M | – | 89 |
|
|
2022
Q4 | $2.61M | Sell |
19,440
-1,652
| -8% | -$222K | 2.73% | 7 |
|
|
2022
Q3 | $2.2M | Sell |
21,092
-61
| -0.3% | -$6.37K | 2.41% | 11 |
|
|
2022
Q2 | $2.38M | Sell |
21,153
-400
| -2% | -$45K | 2.65% | 9 |
|
|
2022
Q1 | $2.94M | Buy |
21,553
+1,542
| +8% | +$210K | 2.73% | 7 |
|
|
2021
Q4 | $3.17M | Sell |
20,011
-180
| -0.9% | -$28.5K | 2.37% | 10 |
|
|
2021
Q3 | $3.31M | Buy |
20,191
+895
| +5% | +$147K | 2.65% | 8 |
|
|
2021
Q2 | $3M | Sell |
19,296
-1,915
| -9% | -$298K | 2.58% | 8 |
|
|
2021
Q1 | $3.23M | Buy |
21,211
+3,315
| +19% | +$505K | 2.85% | 5 |
|
|
2020
Q4 | $2.27M | Buy |
+17,896
| New | +$2.27M | 2.29% | 15 |
|
|
2018
Q4 | $1.04M | Sell |
10,646
-4,912
| -32% | -$479K | 2.8% | 16 |
|
|
2018
Q3 | $1.76M | Buy |
15,558
+120
| +0.8% | +$13.5K | 2.66% | 10 |
|
|
2018
Q2 | $1.61M | Buy |
15,438
+2,426
| +19% | +$253K | 2.78% | 11 |
|
|
2018
Q1 | $1.43M | Buy |
13,012
+35
| +0.3% | +$3.85K | 2.54% | 12 |
|
|
2017
Q4 | $1.39M | Buy |
12,977
+1,142
| +10% | +$122K | 2.41% | 13 |
|
|
2017
Q3 | $1.13M | Buy |
11,835
+545
| +5% | +$52K | 2.31% | 16 |
|
|
2017
Q2 | $1.03M | Buy |
11,290
+2,940
| +35% | +$269K | 1.96% | 18 |
|
|
2017
Q1 | $733K | Buy |
+8,350
| New | +$733K | 1.47% | 33 |
|
|
2016
Q2 | – | Sell |
-7,295
| Closed | -$432K | – | 89 |
|
|
2016
Q1 | $432K | Hold |
7,295
| – | – | 0.51% | 72 |
|
|
2015
Q4 | $482K | Sell |
7,295
-822
| -10% | -$54.3K | 0.54% | 60 |
|
|
2015
Q3 | $495K | Buy |
8,117
+855
| +12% | +$52.1K | 0.44% | 60 |
|
|
2015
Q2 | $492K | Buy |
+7,262
| New | +$492K | 0.4% | 73 |
|