TMD Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $331K | Sell |
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|
2024
Q1 | $430K | Buy |
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|
2023
Q4 | $317K | Hold |
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|
2023
Q3 | $270K | Hold |
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|
2023
Q2 | $271K | Buy |
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|
2023
Q1 | $222K | Sell |
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|
2022
Q4 | $231K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $237K | Hold |
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|
2021
Q4 | $276K | Hold |
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|
2021
Q3 | $285K | Hold |
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|
2021
Q2 | $271K | Hold |
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|
2021
Q1 | $265K | Hold |
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|
2020
Q4 | $221K | Buy |
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