Tradewinds LLC’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 | – | Sell |
-41,489
| Closed | -$10.2M | – | 173 |
|
|
2025
Q1 | $10.2M | Sell |
41,489
-622
| -1% | -$153K | 2.87% | 5 |
|
|
2024
Q4 | $11.5M | Buy |
42,111
+1,453
| +4% | +$398K | 3.2% | 5 |
|
|
2024
Q3 | $8.57M | Buy |
40,658
+921
| +2% | +$194K | 2.64% | 7 |
|
|
2024
Q2 | $8.04M | Buy |
39,737
+4,747
| +14% | +$960K | 2.47% | 6 |
|
|
2024
Q1 | $7.01M | Buy |
+34,990
| New | +$7.01M | 3.35% | 6 |
|
|
2023
Q3 | $4.83M | Buy |
33,289
+1,303
| +4% | +$189K | 2.83% | 10 |
|
|
2023
Q2 | $4.65M | Buy |
31,986
+1,425
| +5% | +$207K | 2.74% | 11 |
|
|
2023
Q1 | $3.98M | Buy |
+30,561
| New | +$3.98M | 2.41% | 15 |
|
|
2022
Q4 | – | Sell |
-28,851
| Closed | -$3.02M | – | 169 |
|
|
2022
Q3 | $3.02M | Buy |
28,851
+2,269
| +9% | +$237K | 2.19% | 17 |
|
|
2022
Q2 | $2.99M | Buy |
+26,582
| New | +$2.99M | 2.04% | 18 |
|
|
2021
Q4 | $5.78M | Buy |
+33,986
| New | +$5.78M | 6.82% | 4 |
|