TA
Tiedemann Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.56M | Buy |
31,423
+7,983
| +34% | +$1.16M | 0.2% | 52 |
|
|
2023
Q2 | $3.41M | Buy |
23,440
+238
| +1% | +$34.6K | 0.15% | 59 |
|
|
2023
Q1 | $3.02M | Buy |
23,202
+796
| +4% | +$104K | 0.14% | 61 |
|
|
2022
Q4 | $3M | Hold |
22,406
| – | – | 0.14% | 59 |
|
|
2022
Q3 | $2.34M | Sell |
22,406
-637
| -3% | -$66.5K | 0.14% | 70 |
|
|
2022
Q2 | $2.6M | Sell |
23,043
-3,374
| -13% | -$380K | 0.2% | 61 |
|
|
2022
Q1 | $3.6M | Buy |
26,417
+380
| +1% | +$51.8K | 0.18% | 65 |
|
|
2021
Q4 | $4.12M | Sell |
26,037
-1
| -0% | -$158 | 0.2% | 60 |
|
|
2021
Q3 | $4.26M | Sell |
26,038
-5,704
| -18% | -$934K | 0.23% | 53 |
|
|
2021
Q2 | $4.94M | Sell |
31,742
-334
| -1% | -$52K | 0.2% | 60 |
|
|
2021
Q1 | $4.88M | Sell |
32,076
-2,209
| -6% | -$336K | 0.21% | 50 |
|
|
2020
Q4 | $4.36M | Sell |
34,285
-4,893
| -12% | -$622K | 0.21% | 57 |
|
|
2020
Q3 | $3.77M | Buy |
39,178
+120
| +0.3% | +$11.6K | 0.18% | 76 |
|
|
2020
Q2 | $3.67M | Sell |
39,058
-1,261
| -3% | -$119K | 0.2% | 80 |
|
|
2020
Q1 | $3.63M | Sell |
40,319
-3,033
| -7% | -$273K | 0.24% | 72 |
|
|
2019
Q4 | $6.04M | Sell |
43,352
-13,363
| -24% | -$1.86M | 0.29% | 63 |
|
|
2019
Q3 | $6.67M | Buy |
56,715
+34,422
| +154% | +$4.05M | 0.32% | 58 |
|
|
2019
Q2 | $2.49M | Sell |
22,293
-60,995
| -73% | -$6.82M | 0.12% | 93 |
|
|
2019
Q1 | $8.43M | Sell |
83,288
-1,002
| -1% | -$101K | 0.4% | 51 |
|
|
2018
Q4 | $8.23M | Buy |
84,290
+50,063
| +146% | +$4.89M | 0.42% | 47 |
|
|
2018
Q3 | $3.86M | Buy |
34,227
+321
| +0.9% | +$36.2K | 0.23% | 73 |
|
|
2018
Q2 | $3.53M | Buy |
33,906
+8,174
| +32% | +$852K | 0.23% | 74 |
|
|
2018
Q1 | $2.83M | Buy |
25,732
+12,192
| +90% | +$1.34M | 0.19% | 80 |
|
|
2017
Q4 | $1.45M | Sell |
13,540
-14,812
| -52% | -$1.58M | 0.11% | 97 |
|
|
2017
Q3 | $2.31M | Sell |
28,352
-42,537
| -60% | -$3.47M | 0.21% | 84 |
|
|
2017
Q2 | $6.48M | Buy |
70,889
+11,840
| +20% | +$1.08M | 0.47% | 41 |
|
|
2017
Q1 | $5.19M | Buy |
59,049
+20,740
| +54% | +$1.82M | 0.44% | 46 |
|
|
2016
Q4 | $3.31M | Buy |
38,309
+17,729
| +86% | +$1.53M | 0.33% | 63 |
|
|
2016
Q3 | $1.42M | Buy |
+20,580
| New | +$1.42M | 0.29% | 45 |
|