TCM
Tradewinds Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Sell |
1,024
-53
| -5% | -$15.4K | 0.07% | 83 |
|
|
2025
Q1 | $264K | Hold |
1,077
| – | – | 0.07% | 84 |
|
|
2024
Q4 | $258K | Hold |
1,077
| – | – | 0.07% | 95 |
|
|
2024
Q3 | $227K | Buy |
1,077
+8
| +0.7% | +$1.69K | 0.06% | 81 |
|
|
2024
Q2 | $216K | Hold |
1,069
| – | – | 0.06% | 77 |
|
|
2024
Q1 | $214K | Sell |
1,069
-3
| -0.3% | -$601 | 0.06% | 69 |
|
|
2023
Q4 | $182K | Hold |
1,072
| – | – | 0.07% | 52 |
|
|
2023
Q3 | $155K | Buy |
1,072
+3
| +0.3% | +$435 | 0.05% | 57 |
|
|
2023
Q2 | $155K | Hold |
1,069
| – | – | 0.05% | 60 |
|
|
2023
Q1 | $139K | Sell |
1,069
-138
| -11% | -$18K | 0.04% | 59 |
|
|
2022
Q4 | $162K | Buy |
1,207
+139
| +13% | +$18.6K | 0.08% | 46 |
|
|
2022
Q3 | $112K | Buy |
1,068
+10
| +0.9% | +$1.05K | 0.05% | 58 |
|
|
2022
Q2 | $119K | Sell |
1,058
-707
| -40% | -$79.5K | 0.04% | 56 |
|
|
2022
Q1 | $241K | Sell |
1,765
-90
| -5% | -$12.3K | 0.04% | 105 |
|
|
2021
Q4 | $294K | Buy |
1,855
+60
| +3% | +$9.51K | 0.05% | 99 |
|
|
2021
Q3 | $294K | Hold |
1,795
| – | – | 0.05% | 90 |
|
|
2021
Q2 | $279K | Sell |
1,795
-20
| -1% | -$3.11K | 0.05% | 99 |
|
|
2021
Q1 | $276K | Buy |
1,815
+20
| +1% | +$3.04K | 0.05% | 91 |
|
|
2020
Q4 | $228K | Hold |
1,795
| – | – | 0.05% | 105 |
|
|
2020
Q3 | $173K | Sell |
1,795
-200
| -10% | -$19.3K | 0.04% | 104 |
|
|
2020
Q2 | $188K | Sell |
1,995
-12
| -0.6% | -$1.13K | 0.05% | 97 |
|
|
2020
Q1 | $181K | Sell |
2,007
-570
| -22% | -$51.4K | 0.06% | 89 |
|
|
2019
Q4 | $359K | Sell |
2,577
-50
| -2% | -$6.97K | 0.11% | 65 |
|
|
2019
Q3 | $309K | Buy |
2,627
+199
| +8% | +$23.4K | 0.12% | 62 |
|
|
2019
Q2 | $271K | Buy |
2,428
+1
| +0% | +$112 | 0.11% | 70 |
|
|
2019
Q1 | $246K | Sell |
2,427
-46
| -2% | -$4.66K | 0.09% | 92 |
|
|
2018
Q4 | $241K | Buy |
2,473
+286
| +13% | +$27.9K | 0.12% | 82 |
|
|
2018
Q3 | $247K | Hold |
2,187
| – | – | 0.09% | 94 |
|
|
2018
Q2 | $228K | Sell |
2,187
-349
| -14% | -$36.4K | 0.1% | 95 |
|
|
2018
Q1 | $279K | Hold |
2,536
| – | – | 0.13% | 78 |
|
|
2017
Q4 | $271K | Buy |
2,536
+1
| +0% | +$107 | 0.13% | 83 |
|
|
2017
Q3 | $242K | Buy |
2,535
+1
| +0% | +$95 | 0.12% | 89 |
|
|
2017
Q2 | $232K | Sell |
2,534
-185
| -7% | -$16.9K | 0.12% | 90 |
|
|
2017
Q1 | $239K | Buy |
2,719
+717
| +36% | +$63K | 0.15% | 86 |
|
|
2016
Q4 | $173K | Sell |
2,002
-171
| -8% | -$14.8K | 0.11% | 101 |
|
|
2016
Q3 | $145K | Buy |
2,173
+501
| +30% | +$33.4K | 0.1% | 108 |
|
|
2016
Q2 | $104K | Sell |
1,672
-62
| -4% | -$3.86K | 0.07% | 127 |
|
|
2016
Q1 | $103K | Sell |
1,734
-59
| -3% | -$3.51K | 0.07% | 148 |
|
|
2015
Q4 | $118K | Sell |
1,793
-136
| -7% | -$8.95K | 0.09% | 137 |
|
|
2015
Q3 | $118K | Sell |
1,929
-14
| -0.7% | -$856 | 0.09% | 131 |
|
|
2015
Q2 | $132K | Buy |
1,943
+1,042
| +116% | +$70.8K | 0.09% | 130 |
|
|
2015
Q1 | $55K | Sell |
901
-297
| -25% | -$18.1K | 0.04% | 205 |
|
|
2014
Q4 | $75K | Sell |
1,198
-436
| -27% | -$27.3K | 0.05% | 170 |
|
|
2014
Q3 | $98K | Hold |
1,634
| – | – | 0.07% | 157 |
|
|
2014
Q2 | $94K | Sell |
1,634
-374
| -19% | -$21.5K | 0.07% | 161 |
|
|
2014
Q1 | $122K | Sell |
2,008
-64
| -3% | -$3.89K | 0.1% | 147 |
|
|
2013
Q4 | $121K | Buy |
+2,072
| New | +$121K | 0.1% | 140 |
|