TFG
Tilson Financial Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Buy |
1,194
+4
| +0.3% | +$1.16K | 0.13% | 56 |
|
|
2025
Q1 | $292K | Sell |
1,190
-97
| -8% | -$23.8K | 0.12% | 61 |
|
|
2024
Q4 | $309K | Buy |
1,287
+33
| +3% | +$7.92K | 0.13% | 60 |
|
|
2024
Q3 | $264K | Sell |
1,254
-29
| -2% | -$6.11K | 0.11% | 63 |
|
|
2024
Q2 | $259K | Sell |
1,283
-1
| -0.1% | -$202 | 0.26% | 33 |
|
|
2024
Q1 | $257K | Sell |
1,284
-27
| -2% | -$5.4K | 0.14% | 61 |
|
|
2023
Q4 | $223K | Buy |
+1,311
| New | +$223K | 0.14% | 61 |
|