TAM
Tradition Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $6M | Buy |
63,740
+205
| +0.3% | +$19.3K | 1.71% | 12 |
|
|
2020
Q1 | $5.72M | Sell |
63,535
-3,091
| -5% | -$278K | 1.91% | 8 |
|
|
2019
Q4 | $9.29M | Sell |
66,626
-3,884
| -6% | -$541K | 2.26% | 8 |
|
|
2019
Q3 | $8.3M | Sell |
70,510
-40
| -0.1% | -$4.71K | 2.15% | 6 |
|
|
2019
Q2 | $7.89M | Buy |
+70,550
| New | +$7.89M | 2.05% | 7 |
|