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 |  |