TPB Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$957K Sell
2022
Q4
$1.02M Buy
2022
Q3
$792K Sell
2022
Q2
$897K Buy
2022
Q1
$1.03M Hold
2021
Q4
$1.19M Hold
2021
Q3
$1.23M Sell
2021
Q2
$1.19M Buy
2021
Q1
$1.2M Buy
2020
Q4
$920K Buy