TPG Financial Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Sell |
1,100
-1
| -0.1% | -$290 | 0.13% | 54 |
|
|
2025
Q1 | $270K | Sell |
1,101
-48
| -4% | -$11.8K | 0.12% | 55 |
|
|
2024
Q4 | $275K | Sell |
1,149
-55
| -5% | -$13.2K | 0.12% | 53 |
|
|
2024
Q3 | $254K | Buy |
1,204
+73
| +6% | +$15.4K | 0.11% | 60 |
|
|
2024
Q2 | $229K | Buy |
+1,131
| New | +$229K | 0.11% | 61 |
|
|
2020
Q1 | – | Sell |
-2,892
| Closed | -$403K | – | 48 |
|
|
2019
Q4 | $403K | Buy |
2,892
+788
| +37% | +$110K | 0.33% | 38 |
|
|
2019
Q3 | $248K | Buy |
2,104
+90
| +4% | +$10.6K | 0.22% | 42 |
|
|
2019
Q2 | $227K | Buy |
+2,014
| New | +$227K | 0.21% | 38 |
|