TFO Wealth Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,080
| Closed | -$265K | – | 44 |
|
|
2025
Q1 | $265K | Buy |
+1,080
| New | +$265K | 0.05% | 36 |
|
|
2024
Q4 | – | Sell |
-1,018
| Closed | -$215K | – | 24 |
|
|
2024
Q3 | $215K | Buy |
+1,018
| New | +$215K | 0.04% | 34 |
|
|
2024
Q2 | – | Sell |
-509
| Closed | -$102K | – | 417 |
|
|
2024
Q1 | $102K | Sell |
509
-513
| -50% | -$103K | 0.02% | 41 |
|
|
2023
Q4 | $174K | Sell |
1,022
-92
| -8% | -$15.6K | 0.04% | 38 |
|
|
2023
Q3 | $162K | Buy |
1,114
+578
| +108% | +$84.1K | 0.03% | 49 |
|
|
2023
Q2 | $78K | Hold |
536
| – | – | 0.02% | 58 |
|
|
2023
Q1 | $69.8K | Buy |
536
+446
| +496% | +$58.1K | 0.02% | 62 |
|
|
2022
Q4 | $5.92K | Buy |
90
+81
| +900% | +$5.33K | ﹤0.01% | 153 |
|
|
2022
Q3 | $1K | Sell |
9
-87
| -91% | -$9.67K | ﹤0.01% | 131 |
|
|
2022
Q2 | $11K | Sell |
96
-605
| -86% | -$69.3K | ﹤0.01% | 117 |
|
|
2022
Q1 | $96K | Buy |
+701
| New | +$96K | 0.02% | 58 |
|
|
2021
Q4 | – | Sell |
-185
| Closed | -$30K | – | 167 |
|
|
2021
Q3 | $30K | Buy |
185
+4
| +2% | +$649 | 0.01% | 68 |
|
|
2021
Q2 | $28K | Buy |
181
+49
| +37% | +$7.58K | 0.01% | 49 |
|
|
2021
Q1 | $20K | Sell |
132
-225
| -63% | -$34.1K | 0.01% | 106 |
|
|
2020
Q4 | $45K | Buy |
357
+185
| +108% | +$23.3K | 0.01% | 50 |
|
|
2020
Q3 | $17K | Sell |
172
-4
| -2% | -$395 | 0.01% | 65 |
|
|
2020
Q2 | $17K | Sell |
176
-792
| -82% | -$76.5K | 0.01% | 67 |
|
|
2020
Q1 | $87K | Buy |
968
+6
| +0.6% | +$539 | 0.04% | 46 |
|
|
2019
Q4 | $134K | Buy |
+962
| New | +$134K | 0.12% | 41 |
|