TWA
TPB Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $957K | Sell |
7,341
-334
| -4% | -$43.5K | 0.52% | 28 |
|
|
2022
Q4 | $1.03M | Buy |
7,675
+99
| +1% | +$13.2K | 0.53% | 31 |
|
|
2022
Q3 | $792K | Sell |
7,576
-406
| -5% | -$42.4K | 0.38% | 28 |
|
|
2022
Q2 | $897K | Buy |
7,982
+441
| +6% | +$49.6K | 0.4% | 32 |
|
|
2022
Q1 | $1.03M | Hold |
7,541
| – | – | 0.38% | 31 |
|
|
2021
Q4 | $1.19M | Hold |
7,541
| – | – | 0.58% | 30 |
|
|
2021
Q3 | $1.23M | Sell |
7,541
-100
| -1% | -$16.4K | 0.9% | 24 |
|
|
2021
Q2 | $1.19M | Buy |
7,641
+141
| +2% | +$21.9K | 0.77% | 26 |
|
|
2021
Q1 | $1.2M | Buy |
7,500
+200
| +3% | +$32K | 1.03% | 22 |
|
|
2020
Q4 | $920K | Buy |
+7,300
| New | +$920K | 0.91% | 17 |
|