Tiller Private Wealth’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $960K | Buy |
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|
2025
Q2 | $881K | Hold |
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|
2025
Q1 | $745K | Hold |
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|
2024
Q4 | $728K | Buy |
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|
2024
Q3 | $622K | Buy |
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|
2024
Q2 | $593K | Buy |
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|
2024
Q1 | $587K | Sell |
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|
2023
Q4 | $529K | Sell |
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|
2023
Q3 | $492K | Hold |
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|
2023
Q2 | $494K | Buy |
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|
2023
Q1 | $435K | Buy |
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|
2022
Q4 | $447K | Sell |
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|
2022
Q3 | $361K | Buy |
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|
2022
Q2 | $388K | Sell |
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|
2022
Q1 | $513K | Buy |
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|
2021
Q4 | $568K | Buy |
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|
2021
Q3 | $587K | Buy |
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|
2021
Q2 | $557K | Buy |
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|
2021
Q1 | $542K | Buy |
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|
2020
Q4 | $452K | Buy |
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|
2020
Q3 | $315K | Buy |
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|
2020
Q2 | $287K | Hold |
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|
2020
Q1 | $275K | Buy |
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|
2019
Q4 | $424K | Sell |
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|
2019
Q3 | $381K | Buy |
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|
2019
Q2 | $323K | Hold |
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|
2019
Q1 | $293K | Buy |
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|
2018
Q4 | $273K | Sell |
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|
2018
Q3 | $479K | Buy |
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|
2018
Q2 | $394K | Hold |
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|
2018
Q1 | $416K | Sell |
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|
2017
Q4 | $647K | Buy |
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|
2017
Q3 | $534K | Sell |
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|
2017
Q2 | $648K | Hold |
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|
2017
Q1 | $623K | Sell |
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|
2016
Q4 | $634K | Sell |
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|
2016
Q3 | $816K | Sell |
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|
2016
Q2 | $1.05M | Buy |
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|
2016
Q1 | $264K | Buy |
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|
2015
Q4 | $256K | Buy |
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