TPG Financial Advisors’s JPMorgan Chase JPM Stock Holding History

TPG Financial Advisors’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$319K	Sell
2025 Q1	$270K	Sell
2024 Q4	$275K	Sell
2024 Q3	$254K	Buy
2024 Q2	$229K	Buy
2020 Q1	–	Sell
2019 Q4	$403K	Buy
2019 Q3	$248K	Buy
2019 Q2	$227K	Buy