TA
TFB Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Buy |
6,562
+177
| +3% | +$51.3K | 0.5% | 43 |
|
|
2025
Q1 | $1.57M | Buy |
6,385
+106
| +2% | +$26K | 0.45% | 51 |
|
|
2024
Q4 | $1.51M | Buy |
6,279
+9
| +0.1% | +$2.16K | 0.43% | 51 |
|
|
2024
Q3 | $1.32M | Sell |
6,270
-244
| -4% | -$51.5K | 0.39% | 54 |
|
|
2024
Q2 | $1.32M | Buy |
6,514
+1,772
| +37% | +$358K | 0.43% | 52 |
|
|
2024
Q1 | $910K | Buy |
4,742
+2,814
| +146% | +$540K | 0.33% | 70 |
|
|
2023
Q4 | $328K | Sell |
1,928
-3,236
| -63% | -$550K | 0.17% | 116 |
|
|
2023
Q3 | $749K | Sell |
5,164
-901
| -15% | -$131K | 0.91% | 32 |
|
|
2023
Q2 | $882K | Buy |
6,065
+3,152
| +108% | +$458K | 0.38% | 65 |
|
|
2023
Q1 | $380K | Buy |
2,913
+158
| +6% | +$20.6K | 0.29% | 68 |
|
|
2022
Q4 | $369K | Buy |
+2,755
| New | +$369K | 0.31% | 65 |
|