TKG Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62M | Sell |
9,054
-77
| -0.8% | -$22.3K | 1.18% | 26 |
|
|
2025
Q1 | $2.24M | Buy |
9,131
+510
| +6% | +$125K | 1.1% | 34 |
|
|
2024
Q4 | $2.28M | Sell |
8,621
-2,111
| -20% | -$559K | 1.05% | 34 |
|
|
2024
Q3 | $2.26M | Buy |
10,732
+5,280
| +97% | +$1.11M | 1.12% | 30 |
|
|
2024
Q2 | $1.1M | Sell |
5,452
-642
| -11% | -$130K | 0.6% | 47 |
|
|
2024
Q1 | $1.22M | Sell |
6,094
-155
| -2% | -$31K | 0.68% | 40 |
|
|
2023
Q4 | $1.06M | Sell |
6,249
-6,956
| -53% | -$1.18M | 0.63% | 46 |
|
|
2023
Q3 | $1.91M | Buy |
13,205
+6,521
| +98% | +$946K | 1.28% | 30 |
|
|
2023
Q2 | $972K | Sell |
6,684
-1,859
| -22% | -$270K | 0.63% | 44 |
|
|
2023
Q1 | $1.11M | Buy |
+8,543
| New | +$1.11M | 0.69% | 37 |
|