TFM
TFC Financial Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Sell |
6,622
-2
| -0% | -$580 | 0.26% | 30 |
|
|
2025
Q1 | $1.62M | Sell |
6,624
-79
| -1% | -$19.4K | 0.25% | 31 |
|
|
2024
Q4 | $1.61M | Buy |
6,703
+2,133
| +47% | +$511K | 0.25% | 32 |
|
|
2024
Q3 | $964K | Buy |
4,570
+136
| +3% | +$28.7K | 0.15% | 45 |
|
|
2024
Q2 | $897K | Sell |
4,434
-445
| -9% | -$90K | 0.16% | 47 |
|
|
2024
Q1 | $977K | Sell |
4,879
-1,018
| -17% | -$204K | 0.17% | 44 |
|
|
2023
Q4 | $1M | Sell |
5,897
-521
| -8% | -$88.6K | 0.2% | 41 |
|
|
2023
Q3 | $931K | Sell |
6,418
-14
| -0.2% | -$2.03K | 0.22% | 38 |
|
|
2023
Q2 | $935K | Buy |
6,432
+117
| +2% | +$17K | 0.23% | 37 |
|
|
2023
Q1 | $823K | Buy |
6,315
+1,066
| +20% | +$139K | 0.21% | 36 |
|
|
2022
Q4 | $704K | Sell |
5,249
-801
| -13% | -$107K | 0.2% | 37 |
|
|
2022
Q3 | $632K | Buy |
6,050
+1,050
| +21% | +$110K | 0.2% | 34 |
|
|
2022
Q2 | $563K | Buy |
5,000
+541
| +12% | +$60.9K | 0.17% | 46 |
|
|
2022
Q1 | $608K | Sell |
4,459
-625
| -12% | -$85.2K | 0.17% | 43 |
|
|
2021
Q4 | $805K | Sell |
5,084
-1,582
| -24% | -$250K | 0.24% | 35 |
|
|
2021
Q3 | $1.09M | Buy |
6,666
+966
| +17% | +$158K | 0.36% | 25 |
|
|
2021
Q2 | $887K | Sell |
5,700
-166
| -3% | -$25.8K | 0.3% | 26 |
|
|
2021
Q1 | $893K | Sell |
5,866
-446
| -7% | -$67.9K | 0.35% | 24 |
|
|
2020
Q4 | $802K | Buy |
6,312
+1
| +0% | +$127 | 0.34% | 25 |
|
|
2020
Q3 | $608K | Buy |
+6,311
| New | +$608K | 0.3% | 26 |
|