Transamerica Financial Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Sell |
6,658
-920
| -12% | -$267K | 0.18% | 108 |
|
|
2025
Q1 | $1.86M | Buy |
7,578
+54
| +0.7% | +$13.2K | 0.19% | 108 |
|
|
2024
Q4 | $1.8M | Sell |
7,524
-813
| -10% | -$195K | 0.18% | 110 |
|
|
2024
Q3 | $1.76M | Sell |
8,337
-3,278
| -28% | -$691K | 0.17% | 117 |
|
|
2024
Q2 | $2.35M | Hold |
11,615
| – | – | 0.25% | 95 |
|
|
2024
Q1 | $2.33M | Sell |
11,615
-9,357
| -45% | -$1.87M | 0.24% | 100 |
|
|
2023
Q4 | $3.57M | Sell |
20,972
-8,171
| -28% | -$1.39M | 0.49% | 35 |
|
|
2023
Q3 | $4.23M | Buy |
29,143
+520
| +2% | +$75.4K | 0.57% | 34 |
|
|
2023
Q2 | $4.16M | Buy |
28,623
+1,603
| +6% | +$233K | 0.54% | 36 |
|
|
2023
Q1 | $3.52M | Buy |
27,020
+131
| +0.5% | +$17.1K | 0.47% | 36 |
|
|
2022
Q4 | $3.61M | Buy |
26,889
+1,366
| +5% | +$183K | 0.51% | 38 |
|
|
2022
Q3 | $2.67M | Buy |
25,523
+6,718
| +36% | +$702K | 0.39% | 38 |
|
|
2022
Q2 | $2.12M | Buy |
18,805
+18,800
| +376,000% | +$2.12M | 0.3% | 51 |
|
|
2022
Q1 | $1K | Hold |
5
| – | – | 0.04% | 84 |
|
|
2021
Q4 | $1K | Hold |
5
| – | – | 0.03% | 93 |
|
|
2021
Q3 | $1K | Sell |
5
-2
| -29% | -$400 | 0.03% | 92 |
|
|
2021
Q2 | $2K | Sell |
7
-4
| -36% | -$1.14K | 0.05% | 69 |
|
|
2021
Q1 | $2K | Buy |
11
+5
| +83% | +$909 | 0.05% | 96 |
|
|
2020
Q4 | $1K | Sell |
6
-5
| -45% | -$833 | 0.02% | 151 |
|
|
2020
Q3 | $1K | Sell |
11
-2,293
| -100% | -$208K | 0.02% | 163 |
|
|
2020
Q2 | $217K | Buy |
+2,304
| New | +$217K | 0.05% | 156 |
|
|
2019
Q3 | – | Sell |
-1,986
| Closed | -$222K | – | 334 |
|
|
2019
Q2 | $222K | Buy |
+1,986
| New | +$222K | 0.05% | 159 |
|
|
2019
Q1 | – | Sell |
-1,054
| Closed | -$103K | – | 297 |
|
|
2018
Q4 | $103K | Buy |
1,054
+375
| +55% | +$36.6K | 0.03% | 178 |
|
|
2018
Q3 | $77K | Buy |
679
+663
| +4,144% | +$75.2K | 0.02% | 202 |
|
|
2018
Q2 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 323 |
|
|
2016
Q2 | – | Sell |
-650
| Closed | -$39K | – | 553 |
|
|
2016
Q1 | $39K | Sell |
650
-300
| -32% | -$18K | ﹤0.01% | 399 |
|
|
2015
Q4 | $63K | Hold |
950
| – | – | ﹤0.01% | 375 |
|
|
2015
Q3 | $58K | Sell |
950
-1
| -0.1% | -$61 | ﹤0.01% | 370 |
|
|
2015
Q2 | $65K | Hold |
951
| – | – | ﹤0.01% | 417 |
|
|
2015
Q1 | $58K | Buy |
951
+99
| +12% | +$6.04K | ﹤0.01% | 420 |
|
|
2014
Q4 | $54K | Hold |
852
| – | – | ﹤0.01% | 356 |
|
|
2014
Q3 | $52K | Buy |
852
+201
| +31% | +$12.3K | ﹤0.01% | 337 |
|
|
2014
Q2 | $38K | Sell |
651
-2,900
| -82% | -$169K | ﹤0.01% | 392 |
|
|
2014
Q1 | $216K | Buy |
3,551
+2,901
| +446% | +$176K | 0.02% | 253 |
|
|
2013
Q4 | $39K | Hold |
650
| – | – | ﹤0.01% | 360 |
|
|
2013
Q3 | $34K | Sell |
650
-100
| -13% | -$5.23K | ﹤0.01% | 354 |
|
|
2013
Q2 | $40K | Buy |
+750
| New | +$40K | 0.01% | 306 |
|