TF
TLWM Financial’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Sell |
8,226
-35
| -0.4% | -$10.1K | 0.45% | 19 |
|
|
2025
Q1 | $2.03M | Sell |
8,261
-29
| -0.3% | -$7.11K | 0.41% | 19 |
|
|
2024
Q4 | $1.99M | Buy |
8,290
+368
| +5% | +$88.2K | 0.39% | 21 |
|
|
2024
Q3 | $1.67M | Sell |
7,922
-146
| -2% | -$30.8K | 0.34% | 22 |
|
|
2024
Q2 | $1.63M | Sell |
8,068
-35
| -0.4% | -$7.08K | 0.35% | 21 |
|
|
2024
Q1 | $1.62M | Sell |
8,103
-195
| -2% | -$39.1K | 0.36% | 20 |
|
|
2023
Q4 | $1.41M | Buy |
8,298
+16
| +0.2% | +$2.72K | 0.33% | 22 |
|
|
2023
Q3 | $1.2M | Buy |
8,282
+338
| +4% | +$49K | 0.32% | 26 |
|
|
2023
Q2 | $1.16M | Buy |
7,944
+19
| +0.2% | +$2.76K | 0.33% | 26 |
|
|
2023
Q1 | $1.03M | Sell |
7,925
-79
| -1% | -$10.3K | 0.33% | 30 |
|
|
2022
Q4 | $1.07M | Buy |
8,004
+4,830
| +152% | +$648K | 0.39% | 26 |
|
|
2022
Q3 | $618K | Sell |
3,174
-4,455
| -58% | -$867K | 0.27% | 43 |
|
|
2022
Q2 | $859K | Sell |
7,629
-53
| -0.7% | -$5.97K | 0.33% | 32 |
|
|
2022
Q1 | $1.05M | Buy |
7,682
+501
| +7% | +$68.2K | 0.36% | 30 |
|
|
2021
Q4 | $1.14M | Sell |
7,181
-1,781
| -20% | -$282K | 0.38% | 28 |
|
|
2021
Q3 | $1.47M | Buy |
8,962
+456
| +5% | +$74.6K | 0.56% | 15 |
|
|
2021
Q2 | $1.32M | Buy |
8,506
+74
| +0.9% | +$11.5K | 0.47% | 18 |
|
|
2021
Q1 | $1.29M | Buy |
8,432
+322
| +4% | +$49.1K | 0.49% | 18 |
|
|
2020
Q4 | $1.03M | Buy |
8,110
+2,164
| +36% | +$275K | 0.41% | 20 |
|
|
2020
Q3 | $583K | Buy |
5,946
+224
| +4% | +$22K | 0.28% | 33 |
|
|
2020
Q2 | $539K | Sell |
5,722
-18
| -0.3% | -$1.7K | 0.32% | 34 |
|
|
2020
Q1 | $520K | Buy |
5,740
+195
| +4% | +$17.7K | 0.31% | 31 |
|
|
2019
Q4 | $774K | Sell |
5,545
-1,300
| -19% | -$181K | 0.37% | 20 |
|
|
2019
Q3 | $803K | Sell |
6,845
-203
| -3% | -$23.8K | 0.41% | 16 |
|
|
2019
Q2 | $784K | Sell |
7,048
-383
| -5% | -$42.6K | 0.45% | 15 |
|
|
2019
Q1 | $747K | Sell |
7,431
-356
| -5% | -$35.8K | 0.42% | 17 |
|
|
2018
Q4 | $777K | Buy |
7,787
+66
| +0.9% | +$6.59K | 0.47% | 16 |
|
|
2018
Q3 | $871K | Buy |
7,721
+421
| +6% | +$47.5K | 0.51% | 17 |
|
|
2018
Q2 | $755K | Sell |
7,300
-82
| -1% | -$8.48K | 0.47% | 18 |
|
|
2018
Q1 | $811K | Buy |
7,382
+216
| +3% | +$23.7K | 0.54% | 16 |
|
|
2017
Q4 | $766K | Buy |
+7,166
| New | +$766K | 0.6% | 11 |
|