Tidal Investments’s JPMorgan Chase JPM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$83.1M	Buy	286,605 +24,715	+9%	+$7.17M	0.5%	28
2025 Q1	$64.2M	Sell	261,890 -15,002	-5%	-$3.68M	0.52%	30
2024 Q4	$66.4M	Buy	276,892 +137,383	+98%	+$32.9M	0.52%	26
2024 Q3	$29.4M	Buy	139,509 +4,497	+3%	+$948K	0.31%	59
2024 Q2	$27.3M	Buy	135,012 +31,622	+31%	+$6.4M	0.37%	46
2024 Q1	$20.7M	Buy	103,390 +23,248	+29%	+$4.66M	0.34%	53
2023 Q4	$13.6M	Buy	80,142 +6,260	+8%	+$1.06M	0.32%	61
2023 Q3	$10.7M	Buy	73,882 +8,453	+13%	+$1.23M	0.33%	54
2023 Q2	$9.52M	Buy	65,429 +12,065	+23%	+$1.76M	0.28%	62
2023 Q1	$6.95M	Sell	53,364 -4,473	-8%	-$583K	0.23%	82
2022 Q4	$7.76M	Buy	57,837 +9,986	+21%	+$1.34M	0.3%	57
2022 Q3	$5M	Buy	47,851 +14,661	+44%	+$1.53M	0.21%	88
2022 Q2	$3.74M	Sell	33,190 -5,944	-15%	-$669K	0.14%	136
2022 Q1	$5.34M	Buy	39,134 +36,036	+1,163%	+$4.91M	0.16%	108
2021 Q4	$491K	Sell	3,098 -34,483	-92%	-$5.47M	0.02%	616
2021 Q3	$6.15M	Buy	37,581 +3,997	+12%	+$654K	0.23%	61
2021 Q2	$5.22M	Buy	33,584 +18,129	+117%	+$2.82M	0.2%	68
2021 Q1	$2.35M	Buy	15,455 +2,546	+20%	+$388K	0.11%	99
2020 Q4	$1.64M	Buy	12,909 +957	+8%	+$122K	0.11%	101
2020 Q3	$1.47M	Sell	11,952 -7,909	-40%	-$973K	0.2%	77
2020 Q2	$1.87M	Sell	19,861 -1,149	-5%	-$108K	0.25%	59
2020 Q1	$1.89M	Buy	21,010 +118	+0.6%	+$10.6K	0.56%	39
2019 Q4	$2.91M	Sell	20,892 -198	-0.9%	-$27.6K	1.23%	23
2019 Q3	$2.48M	Buy	21,090 +5,734	+37%	+$675K	1.12%	29
2019 Q2	$1.72M	Sell	15,356 -23	-0.1%	-$2.57K	0.95%	38
2019 Q1	$1.56M	Buy	15,379 +5,696	+59%	+$577K	1.05%	35
2018 Q4	$945K	Buy	+9,683	New	+$945K	0.73%	51