TFP
Tilia Fiduciary Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Sell |
6,735
-120
| -2% | -$34.8K | 1.19% | 37 |
|
|
2025
Q1 | $1.68M | Sell |
6,855
-1,038
| -13% | -$255K | 1.12% | 37 |
|
|
2024
Q4 | $1.89M | Sell |
7,893
-83
| -1% | -$19.9K | 1.29% | 34 |
|
|
2024
Q3 | $1.68M | Buy |
7,976
+88
| +1% | +$18.6K | 1.17% | 38 |
|
|
2024
Q2 | $1.6M | Sell |
7,888
-194
| -2% | -$39.2K | 1.25% | 37 |
|
|
2024
Q1 | $1.62M | Sell |
8,082
-142
| -2% | -$28.4K | 1.31% | 34 |
|
|
2023
Q4 | $1.4M | Sell |
8,224
-252
| -3% | -$42.9K | 1.3% | 31 |
|
|
2023
Q3 | $1.23M | Buy |
8,476
+16
| +0.2% | +$2.32K | 1.28% | 34 |
|
|
2023
Q2 | $1.23M | Sell |
8,460
-3,406
| -29% | -$495K | 1.1% | 32 |
|
|
2023
Q1 | $1.55M | Sell |
11,866
-1,652
| -12% | -$215K | 1.47% | 11 |
|
|
2022
Q4 | $1.81M | Buy |
13,518
+335
| +3% | +$44.9K | 1.74% | 10 |
|
|
2022
Q3 | $1.34M | Sell |
13,183
-158
| -1% | -$16.1K | 1.36% | 16 |
|
|
2022
Q2 | $1.51M | Buy |
13,341
+869
| +7% | +$98.2K | 1.44% | 13 |
|
|
2022
Q1 | $1.7M | Buy |
12,472
+654
| +6% | +$89.1K | 1.44% | 14 |
|
|
2021
Q4 | $1.87M | Buy |
+11,818
| New | +$1.87M | 1.5% | 11 |
|