TA
TFG Advisers’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Buy |
36,518
+84
| +0.2% | +$24.4K | 3.63% | 4 |
|
|
2025
Q1 | $8.94M | Buy |
36,434
+495
| +1% | +$121K | 3.24% | 3 |
|
|
2024
Q4 | $8.62M | Buy |
35,939
+170
| +0.5% | +$40.8K | 3.1% | 4 |
|
|
2024
Q3 | $7.54M | Buy |
35,769
+289
| +0.8% | +$60.9K | 2.71% | 5 |
|
|
2024
Q2 | $7.18M | Sell |
35,480
-753
| -2% | -$152K | 2.78% | 5 |
|
|
2024
Q1 | $7.26M | Buy |
36,233
+283
| +0.8% | +$56.7K | 2.84% | 3 |
|
|
2023
Q4 | $6.12M | Buy |
35,950
+711
| +2% | +$121K | 2.57% | 4 |
|
|
2023
Q3 | $5.11M | Buy |
35,239
+483
| +1% | +$70K | 2.4% | 5 |
|
|
2023
Q2 | $5.05M | Buy |
34,756
+496
| +1% | +$72.1K | 2.3% | 4 |
|
|
2023
Q1 | $4.46M | Buy |
34,260
+340
| +1% | +$44.3K | 2.16% | 4 |
|
|
2022
Q4 | $4.55M | Sell |
33,920
-147
| -0.4% | -$19.7K | 2.33% | 4 |
|
|
2022
Q3 | $3.56M | Buy |
34,067
+322
| +1% | +$33.6K | 1.99% | 8 |
|
|
2022
Q2 | $3.8M | Buy |
33,745
+929
| +3% | +$105K | 2.02% | 6 |
|
|
2022
Q1 | $4.47M | Buy |
32,816
+189
| +0.6% | +$25.8K | 2.05% | 7 |
|
|
2021
Q4 | $5.17M | Sell |
32,627
-412
| -1% | -$65.2K | 2.25% | 5 |
|
|
2021
Q3 | $5.41M | Buy |
33,039
+221
| +0.7% | +$36.2K | 2.62% | 5 |
|
|
2021
Q2 | $5.1M | Buy |
32,818
+91
| +0.3% | +$14.2K | 2.46% | 5 |
|
|
2021
Q1 | $4.98M | Sell |
32,727
-3,150
| -9% | -$480K | 2.57% | 5 |
|
|
2020
Q4 | $4.56M | Sell |
35,877
-2,713
| -7% | -$345K | 2.39% | 5 |
|
|
2020
Q3 | $3.72M | Buy |
38,590
+1,563
| +4% | +$150K | 2.14% | 7 |
|
|
2020
Q2 | $3.48M | Buy |
37,027
+2,553
| +7% | +$240K | 2.26% | 6 |
|
|
2020
Q1 | $3.1M | Buy |
34,474
+865
| +3% | +$77.9K | 2.46% | 6 |
|
|
2019
Q4 | $4.69M | Buy |
33,609
+539
| +2% | +$75.1K | 2.64% | 3 |
|
|
2019
Q3 | $3.89M | Sell |
33,070
-257
| -0.8% | -$30.2K | 2.57% | 4 |
|
|
2019
Q2 | $3.73M | Buy |
33,327
+476
| +1% | +$53.2K | 2.54% | 4 |
|
|
2019
Q1 | $3.33M | Buy |
32,851
+814
| +3% | +$82.4K | 2.4% | 4 |
|
|
2018
Q4 | $3.13M | Buy |
+32,037
| New | +$3.13M | 2.62% | 2 |
|