TFA
Tranquilli Financial Advisor’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
3,609
-211
| -6% | -$61.2K | 0.65% | 44 |
|
|
2025
Q1 | $937K | Sell |
3,820
-1,605
| -30% | -$394K | 0.59% | 45 |
|
|
2024
Q4 | $1.3M | Sell |
5,425
-98
| -2% | -$23.5K | 0.82% | 36 |
|
|
2024
Q3 | $1.16M | Buy |
5,523
+41
| +0.7% | +$8.65K | 0.73% | 41 |
|
|
2024
Q2 | $1.13M | Buy |
5,482
+75
| +1% | +$15.4K | 0.75% | 36 |
|
|
2024
Q1 | $1.08M | Buy |
5,407
+128
| +2% | +$25.6K | 0.72% | 39 |
|
|
2023
Q4 | $898K | Sell |
5,279
-271
| -5% | -$46.1K | 0.63% | 37 |
|
|
2023
Q3 | $805K | Buy |
5,550
+489
| +10% | +$70.9K | 0.58% | 38 |
|
|
2023
Q2 | $736K | Buy |
5,061
+37
| +0.7% | +$5.38K | 0.52% | 40 |
|
|
2023
Q1 | $655K | Buy |
5,024
+254
| +5% | +$33.1K | 0.49% | 36 |
|
|
2022
Q4 | $640K | Buy |
4,770
+621
| +15% | +$83.3K | 0.49% | 35 |
|
|
2022
Q3 | $434K | Buy |
4,149
+638
| +18% | +$66.7K | 0.34% | 33 |
|
|
2022
Q2 | $395K | Buy |
3,511
+647
| +23% | +$72.8K | 0.3% | 35 |
|
|
2022
Q1 | $390K | Buy |
2,864
+52
| +2% | +$7.08K | 0.28% | 54 |
|
|
2021
Q4 | $445K | Sell |
2,812
-5
| -0.2% | -$791 | 0.31% | 56 |
|
|
2021
Q3 | $461K | Buy |
2,817
+23
| +0.8% | +$3.76K | 0.35% | 48 |
|
|
2021
Q2 | $435K | Sell |
2,794
-6
| -0.2% | -$934 | 0.33% | 49 |
|
|
2021
Q1 | $426K | Buy |
+2,800
| New | +$426K | 0.34% | 50 |
|