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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $868K | Sell |
2,952
-88
| -3% | -$26.7K | 0.31% | 20 |
|
|
2025
Q4 | $980K | Sell |
3,040
-4
| -0.1% | -$1.24K | 0.35% | 19 |
|
|
2025
Q3 | $960K | Buy |
3,044
+7
| +0.2% | +$2.08K | 0.34% | 18 |
|
|
2025
Q2 | $881K | Hold |
3,037
| – | – | 0.33% | 18 |
|
|
2025
Q1 | $745K | Hold |
3,037
| – | – | 0.31% | 19 |
|
|
2024
Q4 | $728K | Buy |
3,037
+89
| +3% | +$20.7K | 0.31% | 17 |
|
|
2024
Q3 | $622K | Buy |
2,948
+15
| +0.5% | +$3.16K | 0.26% | 21 |
|
|
2024
Q2 | $593K | Buy |
2,933
+1
| +0% | +$196 | 0.26% | 22 |
|
|
2024
Q1 | $587K | Sell |
2,932
-177
| -6% | -$31.9K | 0.26% | 22 |
|
|
2023
Q4 | $529K | Sell |
3,109
-286
| -8% | -$43.3K | 0.27% | 21 |
|
|
2023
Q3 | $492K | Hold |
3,395
| – | – | 0.27% | 23 |
|
|
2023
Q2 | $494K | Buy |
3,395
+57
| +2% | +$7.84K | 0.27% | 24 |
|
|
2023
Q1 | $435K | Buy |
3,338
+2
| +0.1% | +$274 | 0.24% | 28 |
|
|
2022
Q4 | $447K | Sell |
3,336
-116
| -3% | -$14.7K | 0.26% | 30 |
|
|
2022
Q3 | $361K | Buy |
3,452
+9
| +0.3% | +$1.03K | 0.23% | 33 |
|
|
2022
Q2 | $388K | Sell |
3,443
-322
| -9% | -$39.9K | 0.24% | 36 |
|
|
2022
Q1 | $513K | Buy |
3,765
+179
| +5% | +$26.4K | 0.3% | 27 |
|
|
2021
Q4 | $568K | Buy |
3,586
+1
| +0% | +$164 | 0.36% | 25 |
|
|
2021
Q3 | $587K | Buy |
3,585
+1
| +0% | +$157 | 0.44% | 20 |
|
|
2021
Q2 | $557K | Buy |
3,584
+22
| +0.6% | +$3.46K | 0.59% | 21 |
|
|
2021
Q1 | $542K | Buy |
3,562
+3
| +0.1% | +$432 | 0.68% | 14 |
|
|
2020
Q4 | $452K | Buy |
3,559
+289
| +9% | +$32.3K | 0.61% | 16 |
|
|
2020
Q3 | $315K | Buy |
3,270
+215
| +7% | +$21.1K | 0.58% | 19 |
|
|
2020
Q2 | $287K | Hold |
3,055
| – | – | 0.58% | 19 |
|
|
2020
Q1 | $275K | Buy |
3,055
+16
| +0.5% | +$1.94K | 0.31% | 24 |
|
|
2019
Q4 | $424K | Sell |
3,039
-201
| -6% | -$25.8K | 0.34% | 22 |
|
|
2019
Q3 | $381K | Buy |
3,240
+350
| +12% | +$39.6K | 0.33% | 20 |
|
|
2019
Q2 | $323K | Hold |
2,890
| – | – | 0.27% | 24 |
|
|
2019
Q1 | $293K | Buy |
2,890
+94
| +3% | +$9.68K | 0.25% | 25 |
|
|
2018
Q4 | $273K | Sell |
2,796
-1,447
| -34% | -$154K | 0.24% | 28 |
|
|
2018
Q3 | $479K | Buy |
4,243
+460
| +12% | +$52.2K | 0.33% | 24 |
|
|
2018
Q2 | $394K | Hold |
3,783
| – | – | 0.28% | 27 |
|
|
2018
Q1 | $416K | Sell |
3,783
-2,268
| -37% | -$257K | 0.3% | 29 |
|
|
2017
Q4 | $647K | Buy |
6,051
+460
| +8% | +$46.6K | 0.49% | 24 |
|
|
2017
Q3 | $534K | Sell |
5,591
-1,500
| -21% | -$138K | 0.42% | 27 |
|
|
2017
Q2 | $648K | Hold |
7,091
| – | – | 0.51% | 28 |
|
|
2017
Q1 | $623K | Sell |
7,091
-258
| -4% | -$22.8K | 0.49% | 28 |
|
|
2016
Q4 | $634K | Sell |
7,349
-4,900
| -40% | -$374K | 0.5% | 28 |
|
|
2016
Q3 | $816K | Sell |
12,249
-4,707
| -28% | -$307K | 0.68% | 24 |
|
|
2016
Q2 | $1.05M | Buy |
16,956
+12,502
| +281% | +$781K | 0.88% | 21 |
|
|
2016
Q1 | $264K | Buy |
4,454
+575
| +15% | +$33.6K | 0.22% | 33 |
|
|
2015
Q4 | $256K | Buy |
+3,879
| New | +$253K | 0.24% | 28 |
|
Other funds holding JPM
VCM
VPM
