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 |
|