TVWM
Tower View Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.9K | Buy |
279
+2
| +0.7% | +$580 | 0.04% | 86 |
|
|
2025
Q1 | $68K | Buy |
277
+1
| +0.4% | +$246 | 0.04% | 70 |
|
|
2024
Q4 | $66.2K | Buy |
276
+1
| +0.4% | +$240 | 0.04% | 75 |
|
|
2024
Q3 | $57.9K | Buy |
275
+2
| +0.7% | +$421 | 0.03% | 79 |
|
|
2024
Q2 | $55.2K | Buy |
273
+2
| +0.7% | +$405 | 0.03% | 76 |
|
|
2024
Q1 | $54.4K | Sell |
271
-10
| -4% | -$2.01K | 0.03% | 82 |
|
|
2023
Q4 | $48K | Buy |
281
+2
| +0.7% | +$342 | 0.03% | 82 |
|
|
2023
Q3 | $40K | Buy |
279
+2
| +0.7% | +$287 | 0.03% | 83 |
|
|
2023
Q2 | $40K | Buy |
277
+2
| +0.7% | +$289 | 0.03% | 80 |
|
|
2023
Q1 | $36K | Buy |
275
+2
| +0.7% | +$262 | 0.02% | 87 |
|
|
2022
Q4 | $37K | Buy |
273
+2
| +0.7% | +$271 | 0.03% | 87 |
|
|
2022
Q3 | $28K | Sell |
271
-65
| -19% | -$6.72K | 0.02% | 92 |
|
|
2022
Q2 | $38K | Buy |
336
+1
| +0.3% | +$113 | 0.03% | 85 |
|
|
2022
Q1 | $46K | Sell |
335
-94
| -22% | -$12.9K | 0.02% | 104 |
|
|
2021
Q4 | $68K | Buy |
429
+1
| +0.2% | +$159 | 0.03% | 95 |
|
|
2021
Q3 | $70K | Buy |
428
+202
| +89% | +$33K | 0.04% | 93 |
|
|
2021
Q2 | $35K | Buy |
226
+1
| +0.4% | +$155 | 0.02% | 102 |
|
|
2021
Q1 | $34K | Buy |
225
+94
| +72% | +$14.2K | 0.02% | 105 |
|
|
2020
Q4 | $17K | Hold |
131
| – | – | 0.01% | 114 |
|
|
2020
Q3 | $13K | Buy |
131
+1
| +0.8% | +$99 | 0.01% | 100 |
|
|
2020
Q2 | $12K | Buy |
130
+38
| +41% | +$3.51K | 0.01% | 95 |
|
|
2020
Q1 | $8K | Sell |
92
-51
| -36% | -$4.44K | 0.01% | 96 |
|
|
2019
Q4 | $20K | Buy |
143
+1
| +0.7% | +$140 | 0.02% | 102 |
|
|
2019
Q3 | $17K | Buy |
142
+41
| +41% | +$4.91K | 0.01% | 102 |
|
|
2019
Q2 | $11K | Hold |
101
| – | – | 0.01% | 105 |
|
|
2019
Q1 | $10K | Hold |
101
| – | – | 0.01% | 113 |
|
|
2018
Q4 | $10K | Sell |
101
-70
| -41% | -$6.93K | 0.01% | 110 |
|
|
2018
Q3 | $19K | Sell |
171
-30
| -15% | -$3.33K | 0.02% | 113 |
|
|
2018
Q2 | $21K | Buy |
201
+101
| +101% | +$10.6K | 0.02% | 108 |
|
|
2018
Q1 | $11K | Hold |
100
| – | – | 0.01% | 118 |
|
|
2017
Q4 | $11K | Buy |
+100
| New | +$11K | 0.01% | 121 |
|