Tradewinds LLC’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$12.9M Buy
2025
Q2
Sell
2025
Q1
$10.2M Sell
2024
Q4
$11.5M Buy
2024
Q3
$8.57M Buy
2024
Q2
$8.04M Buy
2024
Q1
$7.01M Buy
2023
Q3
$4.83M Buy
2023
Q2
$4.65M Buy
2023
Q1
$3.98M Buy
2022
Q4
Sell
2022
Q3
$3.02M Buy
2022
Q2
$2.99M Buy
2021
Q4
$5.78M Buy