TKG Advisors’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
$2.87M Buy
2025
Q2
$2.62M Sell
2025
Q1
$2.24M Buy
2024
Q4
$2.28M Sell
2024
Q3
$2.26M Buy
2024
Q2
$1.1M Sell
2024
Q1
$1.22M Sell
2023
Q4
$1.06M Sell
2023
Q3
$1.91M Buy
2023
Q2
$972K Sell
2023
Q1
$1.11M Buy