Tiemann Investment Advisors’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 | $5.15M | Hold |
17,768
| – | – | 2.11% | 10 |
|
|
2025
Q1 | $4.36M | Sell |
17,768
-342
| -2% | -$83.9K | 1.98% | 11 |
|
|
2024
Q4 | $4.34M | Sell |
18,110
-222
| -1% | -$53.2K | 1.93% | 11 |
|
|
2024
Q3 | $3.87M | Sell |
18,332
-855
| -4% | -$180K | 1.67% | 12 |
|
|
2024
Q2 | $3.88M | Sell |
19,187
-235
| -1% | -$47.5K | 1.73% | 12 |
|
|
2024
Q1 | $3.89M | Sell |
19,422
-65
| -0.3% | -$13K | 1.74% | 10 |
|
|
2023
Q4 | $3.31M | Sell |
19,487
-97
| -0.5% | -$16.5K | 1.61% | 11 |
|
|
2023
Q3 | $2.84M | Buy |
19,584
+50
| +0.3% | +$7.25K | 1.52% | 13 |
|
|
2023
Q2 | $2.84M | Buy |
19,534
+85
| +0.4% | +$12.4K | 1.45% | 11 |
|
|
2023
Q1 | $2.53M | Sell |
19,449
-1,125
| -5% | -$147K | 1.39% | 10 |
|
|
2022
Q4 | $2.76M | Buy |
20,574
+250
| +1% | +$33.5K | 1.62% | 9 |
|
|
2022
Q3 | $2.12M | Sell |
20,324
-5,520
| -21% | -$577K | 1.38% | 11 |
|
|
2022
Q2 | $2.91M | Sell |
25,844
-230
| -0.9% | -$25.9K | 1.55% | 10 |
|
|
2022
Q1 | $3.55M | Sell |
26,074
-1,746
| -6% | -$238K | 1.64% | 7 |
|
|
2021
Q4 | $4.41M | Sell |
27,820
-39
| -0.1% | -$6.18K | 1.86% | 6 |
|
|
2021
Q3 | $4.56M | Sell |
27,859
-255
| -0.9% | -$41.7K | 2.17% | 5 |
|
|
2021
Q2 | $4.37M | Sell |
28,114
-435
| -2% | -$67.7K | 2.05% | 5 |
|
|
2021
Q1 | $4.35M | Sell |
28,549
-1,069
| -4% | -$163K | 2.17% | 5 |
|
|
2020
Q4 | $3.76M | Sell |
29,618
-367
| -1% | -$46.6K | 2% | 7 |
|
|
2020
Q3 | $2.89M | Sell |
29,985
-404
| -1% | -$38.9K | 1.79% | 9 |
|
|
2020
Q2 | $2.86M | Sell |
30,389
-1,100
| -3% | -$103K | 1.95% | 7 |
|
|
2020
Q1 | $2.84M | Sell |
31,489
-1,151
| -4% | -$104K | 2.46% | 4 |
|
|
2019
Q4 | $4.55M | Sell |
32,640
-250
| -0.8% | -$34.9K | 3.11% | 4 |
|
|
2019
Q3 | $3.87M | Buy |
32,890
+551
| +2% | +$64.9K | 2.81% | 4 |
|
|
2019
Q2 | $3.62M | Buy |
32,339
+100
| +0.3% | +$11.2K | 2.62% | 4 |
|
|
2019
Q1 | $3.26M | Buy |
32,239
+235
| +0.7% | +$23.8K | 2.49% | 4 |
|
|
2018
Q4 | $3.12M | Buy |
32,004
+61
| +0.2% | +$5.95K | 2.79% | 4 |
|
|
2018
Q3 | $3.61M | Sell |
31,943
-293
| -0.9% | -$33.1K | 2.74% | 4 |
|
|
2018
Q2 | $3.36M | Buy |
32,236
+86
| +0.3% | +$8.96K | 2.69% | 4 |
|
|
2018
Q1 | $3.54M | Buy |
32,150
+636
| +2% | +$70K | 2.85% | 4 |
|
|
2017
Q4 | $3.37M | Buy |
31,514
+125
| +0.4% | +$13.4K | 2.69% | 4 |
|
|
2017
Q3 | $3M | Sell |
31,389
-50
| -0.2% | -$4.78K | 2.54% | 4 |
|
|
2017
Q2 | $2.87M | Buy |
31,439
+1
| +0% | +$91 | 2.58% | 4 |
|
|
2017
Q1 | $2.76M | Sell |
31,438
-350
| -1% | -$30.7K | 2.56% | 4 |
|
|
2016
Q4 | $2.74M | Sell |
31,788
-3,890
| -11% | -$336K | 2.68% | 4 |
|
|
2016
Q3 | $2.38M | Buy |
35,678
+401
| +1% | +$26.7K | 2.18% | 5 |
|
|
2016
Q2 | $2.19M | Sell |
35,277
-611
| -2% | -$38K | 2.05% | 7 |
|
|
2016
Q1 | $2.13M | Buy |
35,888
+1,576
| +5% | +$93.3K | 2.1% | 5 |
|
|
2015
Q4 | $2.27M | Buy |
34,312
+3,211
| +10% | +$212K | 2.3% | 4 |
|
|
2015
Q3 | $1.9M | Buy |
31,101
+255
| +0.8% | +$15.5K | 2.07% | 8 |
|
|
2015
Q2 | $2.09M | Buy |
30,846
+970
| +3% | +$65.7K | 2.14% | 8 |
|
|
2015
Q1 | $1.81M | Sell |
29,876
-219
| -0.7% | -$13.3K | 1.88% | 10 |
|
|
2014
Q4 | $1.88M | Hold |
30,095
| – | – | 2.02% | 9 |
|
|
2014
Q3 | $1.81M | Hold |
30,095
| – | – | 2.02% | 8 |
|
|
2014
Q2 | $1.73M | Sell |
30,095
-675
| -2% | -$38.9K | 1.92% | 10 |
|
|
2014
Q1 | $1.87M | Buy |
30,770
+800
| +3% | +$48.6K | 2.1% | 9 |
|
|
2013
Q4 | $1.75M | Buy |
+29,970
| New | +$1.75M | 2.08% | 9 |
|