Tranquility Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.26M | Sell |
17,895
-16
| -0.1% | -$4.86K | 1.99% | 9 |
|
|
2025
Q4 | $5.77M | Sell |
17,911
-1,579
| -8% | -$489K | 2.08% | 9 |
|
|
2025
Q3 | $6.15M | Buy |
19,490
+456
| +2% | +$136K | 2.08% | 8 |
|
|
2025
Q2 | $5.52M | Sell |
19,034
-49
| -0.3% | -$12.5K | 1.97% | 9 |
|
|
2025
Q1 | $4.68M | Buy |
19,083
+269
| +1% | +$68.6K | 1.81% | 13 |
|
|
2024
Q4 | $4.52M | Sell |
18,814
-39
| -0.2% | -$9.08K | 1.7% | 13 |
|
|
2024
Q3 | $3.98M | Sell |
18,853
-76
| -0.4% | -$16K | 1.44% | 16 |
|
|
2024
Q2 | $3.83M | Buy |
18,929
+744
| +4% | +$145K | 1.47% | 17 |
|
|
2024
Q1 | $3.64M | Sell |
18,185
-410
| -2% | -$74K | 1.41% | 15 |
|
|
2023
Q4 | $3.16M | Sell |
18,595
-765
| -4% | -$116K | 1.33% | 16 |
|
|
2023
Q3 | $2.81M | Buy |
19,360
+1,372
| +8% | +$206K | 1.2% | 19 |
|
|
2023
Q2 | $2.62M | Sell |
17,988
-50
| -0.3% | -$6.88K | 1.13% | 22 |
|
|
2023
Q1 | $2.35M | Buy |
18,038
+845
| +5% | +$116K | 1.12% | 22 |
|
|
2022
Q4 | $2.31M | Sell |
17,193
-14
| -0.1% | -$1.77K | 1.17% | 22 |
|
|
2022
Q3 | $1.8M | Sell |
17,207
-196
| -1% | -$22.5K | 1% | 25 |
|
|
2022
Q2 | $1.96M | Buy |
17,403
+1,954
| +13% | +$242K | 1.01% | 26 |
|
|
2022
Q1 | $2.11M | Buy |
15,449
+490
| +3% | +$72.3K | 0.99% | 25 |
|
|
2021
Q4 | $2.37M | Sell |
14,959
-767
| -5% | -$126K | 1.1% | 22 |
|
|
2021
Q3 | $2.57M | Buy |
15,726
+2,495
| +19% | +$391K | 1.31% | 18 |
|
|
2021
Q2 | $2.06M | Sell |
13,231
-790
| -6% | -$124K | 1.16% | 21 |
|
|
2021
Q1 | $2.13M | Buy |
14,021
+129
| +0.9% | +$18.6K | 1.33% | 20 |
|
|
2020
Q4 | $1.76M | Sell |
13,892
-226
| -2% | -$25.3K | 1.25% | 19 |
|
|
2020
Q3 | $1.36M | Buy |
14,118
+1,779
| +14% | +$175K | 1.15% | 21 |
|
|
2020
Q2 | $1.16M | Buy |
12,339
+1,906
| +18% | +$181K | 1.09% | 23 |
|
|
2020
Q1 | $939K | Buy |
10,433
+861
| +9% | +$105K | 1.08% | 24 |
|
|
2019
Q4 | $1.33M | Buy |
9,572
+3,357
| +54% | +$431K | 1.2% | 22 |
|
|
2019
Q3 | $731K | Hold |
6,215
| – | – | 0.77% | 37 |
|
|
2019
Q2 | $695K | Buy |
+6,215
| New | +$685K | 0.75% | 36 |
|
Other funds holding JPM
VCM
VPM
