TNF’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$336K Buy
1,495
+1
+0.1% +$225 0.12% 87
2024
Q2
$312K Hold
1,494
0.11% 88
2024
Q1
$288K Sell
1,494
-35
-2% -$6.76K 0.11% 86
2023
Q4
$264K Sell
1,529
-141
-8% -$24.4K 0.1% 88
2023
Q3
$243K Sell
1,670
-319
-16% -$46.4K 0.11% 77
2023
Q2
$289K Hold
1,989
0.13% 74
2023
Q1
$275K Sell
1,989
-97
-5% -$13.4K 0.12% 77
2022
Q4
$296K Sell
2,086
-32
-2% -$4.54K 0.13% 82
2022
Q3
$222K Sell
2,118
-116
-5% -$12.2K 0.11% 90
2022
Q2
$256K Sell
2,234
-728
-25% -$83.4K 0.12% 89
2022
Q1
$376K Buy
2,962
+6
+0.2% +$762 0.17% 78
2021
Q4
$467K Hold
2,956
0.2% 65
2021
Q3
$473K Buy
+2,956
New +$473K 0.2% 67