TFC Financial Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Sell |
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|
2025
Q1 | $1.62M | Sell |
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|
2024
Q4 | $1.61M | Buy |
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|
2024
Q3 | $964K | Buy |
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|
2024
Q2 | $897K | Sell |
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|
2024
Q1 | $977K | Sell |
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|
2023
Q4 | $1M | Sell |
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|
2023
Q3 | $931K | Sell |
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|
2023
Q2 | $935K | Buy |
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|
2023
Q1 | $823K | Buy |
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|
2022
Q4 | $704K | Sell |
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|
2022
Q3 | $632K | Buy |
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|
2022
Q2 | $563K | Buy |
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|
2022
Q1 | $608K | Sell |
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|
2021
Q4 | $805K | Sell |
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|
2021
Q3 | $1.09M | Buy |
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|
2021
Q2 | $887K | Sell |
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|
2021
Q1 | $893K | Sell |
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|
2020
Q4 | $802K | Buy |
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|
2020
Q3 | $608K | Buy |
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