TWM
Tradition Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.53M | Buy |
15,619
+2,120
| +16% | +$615K | 0.36% | 68 |
|
|
2025
Q1 | $3.31M | Buy |
13,499
+472
| +4% | +$116K | 0.29% | 76 |
|
|
2024
Q4 | $3.12M | Buy |
13,027
+324
| +3% | +$77.7K | 0.28% | 80 |
|
|
2024
Q3 | $2.68M | Buy |
12,703
+550
| +5% | +$116K | 0.24% | 86 |
|
|
2024
Q2 | $2.46M | Buy |
12,153
+746
| +7% | +$151K | 0.24% | 88 |
|
|
2024
Q1 | $2.28M | Buy |
11,407
+755
| +7% | +$151K | 0.23% | 87 |
|
|
2023
Q4 | $1.81M | Sell |
10,652
-378
| -3% | -$64.3K | 0.19% | 99 |
|
|
2023
Q3 | $1.6M | Buy |
11,030
+353
| +3% | +$51.2K | 0.19% | 94 |
|
|
2023
Q2 | $1.55M | Sell |
10,677
-110
| -1% | -$16K | 0.18% | 98 |
|
|
2023
Q1 | $1.41M | Buy |
10,787
+1,258
| +13% | +$164K | 0.17% | 99 |
|
|
2022
Q4 | $1.28M | Sell |
9,529
-94
| -1% | -$12.6K | 0.18% | 93 |
|
|
2022
Q3 | $1.01M | Buy |
9,623
+1,203
| +14% | +$126K | 0.15% | 106 |
|
|
2022
Q2 | $948K | Sell |
8,420
-84
| -1% | -$9.46K | 0.14% | 114 |
|
|
2022
Q1 | $1.16M | Buy |
8,504
+280
| +3% | +$38.2K | 0.15% | 117 |
|
|
2021
Q4 | $1.3M | Buy |
8,224
+893
| +12% | +$141K | 0.16% | 120 |
|
|
2021
Q3 | $1.2M | Buy |
7,331
+273
| +4% | +$44.7K | 0.17% | 113 |
|
|
2021
Q2 | $1.1M | Sell |
7,058
-118
| -2% | -$18.4K | 0.16% | 116 |
|
|
2021
Q1 | $1.09M | Buy |
7,176
+224
| +3% | +$34.1K | 0.19% | 102 |
|
|
2020
Q4 | $883K | Buy |
+6,952
| New | +$883K | 0.17% | 105 |
|