T
Tidemark’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Buy |
723
+12
| +2% | +$3.48K | 0.07% | 118 |
|
|
2025
Q1 | $174K | Sell |
711
-14
| -2% | -$3.43K | 0.06% | 124 |
|
|
2024
Q4 | $174K | Buy |
725
+51
| +8% | +$12.2K | 0.07% | 119 |
|
|
2024
Q3 | $142K | Buy |
674
+30
| +5% | +$6.33K | 0.06% | 135 |
|
|
2024
Q2 | $130K | Buy |
644
+314
| +95% | +$63.5K | 0.06% | 134 |
|
|
2024
Q1 | $66.1K | Buy |
330
+1
| +0.3% | +$200 | 0.04% | 205 |
|
|
2023
Q4 | $56K | Buy |
+329
| New | +$56K | 0.04% | 210 |
|