TFG Advisers’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 | $10.6M | Buy |
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|
2025
Q1 | $8.94M | Buy |
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|
2024
Q4 | $8.62M | Buy |
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|
2024
Q3 | $7.54M | Buy |
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|
2024
Q2 | $7.18M | Sell |
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|
2024
Q1 | $7.26M | Buy |
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|
2023
Q4 | $6.12M | Buy |
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|
2023
Q3 | $5.11M | Buy |
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|
2023
Q2 | $5.05M | Buy |
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|
2023
Q1 | $4.46M | Buy |
|
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|
2022
Q4 | $4.55M | Sell |
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|
2022
Q3 | $3.56M | Buy |
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|
2022
Q2 | $3.8M | Buy |
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|
2022
Q1 | $4.47M | Buy |
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|
2021
Q4 | $5.17M | Sell |
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|
2021
Q3 | $5.41M | Buy |
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|
2021
Q2 | $5.1M | Buy |
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|
2021
Q1 | $4.98M | Sell |
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|
2020
Q4 | $4.56M | Sell |
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|
2020
Q3 | $3.71M | Buy |
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|
2020
Q2 | $3.48M | Buy |
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|
2020
Q1 | $3.1M | Buy |
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|
2019
Q4 | $4.68M | Buy |
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|
2019
Q3 | $3.89M | Sell |
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|
2019
Q2 | $3.73M | Buy |
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|
2019
Q1 | $3.33M | Buy |
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|
2018
Q4 | $3.13M | Buy |
|