TMD Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $331K | Sell |
1,637
-509
| -24% | -$103K | 0.07% | 39 |
|
|
2024
Q1 | $430K | Buy |
2,146
+284
| +15% | +$56.9K | 0.1% | 39 |
|
|
2023
Q4 | $317K | Hold |
1,862
| – | – | 0.08% | 44 |
|
|
2023
Q3 | $270K | Hold |
1,862
| – | – | 0.08% | 50 |
|
|
2023
Q2 | $271K | Buy |
1,862
+162
| +10% | +$23.6K | 0.07% | 45 |
|
|
2023
Q1 | $222K | Sell |
1,700
-25
| -1% | -$3.26K | 0.06% | 45 |
|
|
2022
Q4 | $231K | Buy |
+1,725
| New | +$231K | 0.1% | 38 |
|
|
2022
Q2 | – | Sell |
-1,741
| Closed | -$237K | – | 45 |
|
|
2022
Q1 | $237K | Hold |
1,741
| – | – | 0.09% | 39 |
|
|
2021
Q4 | $276K | Hold |
1,741
| – | – | 0.1% | 41 |
|
|
2021
Q3 | $285K | Hold |
1,741
| – | – | 0.12% | 36 |
|
|
2021
Q2 | $271K | Hold |
1,741
| – | – | 0.12% | 35 |
|
|
2021
Q1 | $265K | Hold |
1,741
| – | – | 0.13% | 34 |
|
|
2020
Q4 | $221K | Buy |
+1,741
| New | +$221K | 0.12% | 35 |
|