TWA
Tillar-Wenstrup Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-16,237
| Closed | -$2.26M | – | 35 |
|
|
2019
Q4 | $2.26M | Sell |
16,237
-1,343
| -8% | -$187K | 1.26% | 26 |
|
|
2019
Q3 | $2.07M | Sell |
17,580
-772
| -4% | -$90.9K | 1.2% | 24 |
|
|
2019
Q2 | $2.05M | Sell |
18,352
-428
| -2% | -$47.9K | 1.16% | 26 |
|
|
2019
Q1 | $1.9M | Sell |
18,780
-758
| -4% | -$76.7K | 1.09% | 25 |
|
|
2018
Q4 | $1.91M | Sell |
19,538
-857
| -4% | -$83.6K | 1.26% | 26 |
|
|
2018
Q3 | $2.3M | Sell |
20,395
-796
| -4% | -$89.8K | 1.25% | 28 |
|
|
2018
Q2 | $2.21M | Sell |
21,191
-700
| -3% | -$72.9K | 1.23% | 33 |
|
|
2018
Q1 | $2.41M | Sell |
21,891
-1,399
| -6% | -$154K | 1.4% | 25 |
|
|
2017
Q4 | $2.49M | Sell |
23,290
-499
| -2% | -$53.4K | 1.94% | 22 |
|
|
2017
Q3 | $2.27M | Sell |
23,789
-616
| -3% | -$58.8K | 1.73% | 30 |
|
|
2017
Q2 | $2.23M | Buy |
+24,405
| New | +$2.23M | 1.74% | 31 |
|