Tranquilli Financial Advisor’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
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|
2025
Q1 | $937K | Sell |
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|
2024
Q4 | $1.3M | Sell |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $1.13M | Buy |
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|
2024
Q1 | $1.08M | Buy |
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|
2023
Q4 | $898K | Sell |
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|
2023
Q3 | $805K | Buy |
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|
2023
Q2 | $736K | Buy |
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|
2023
Q1 | $655K | Buy |
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|
2022
Q4 | $640K | Buy |
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|
2022
Q3 | $434K | Buy |
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|
2022
Q2 | $395K | Buy |
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|
2022
Q1 | $390K | Buy |
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|
2021
Q4 | $445K | Sell |
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|
2021
Q3 | $461K | Buy |
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|
2021
Q2 | $435K | Sell |
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|
2021
Q1 | $426K | Buy |
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