TIA
Traphagen Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.94M | Sell |
13,574
-231
| -2% | -$67K | 0.37% | 30 |
|
|
2025
Q1 | $3.39M | Buy |
13,805
+591
| +4% | +$145K | 0.35% | 32 |
|
|
2024
Q4 | $3.17M | Buy |
13,214
+169
| +1% | +$40.5K | 0.32% | 34 |
|
|
2024
Q3 | $2.75M | Buy |
13,045
+113
| +0.9% | +$23.8K | 0.28% | 34 |
|
|
2024
Q2 | $2.62M | Sell |
12,932
-190
| -1% | -$38.4K | 0.28% | 36 |
|
|
2024
Q1 | $2.63M | Buy |
13,122
+48
| +0.4% | +$9.61K | 0.28% | 36 |
|
|
2023
Q4 | $2.22M | Buy |
13,074
+695
| +6% | +$118K | 0.26% | 35 |
|
|
2023
Q3 | $1.8M | Buy |
12,379
+150
| +1% | +$21.8K | 0.23% | 36 |
|
|
2023
Q2 | $1.78M | Buy |
12,229
+179
| +1% | +$26K | 0.23% | 42 |
|
|
2023
Q1 | $1.57M | Buy |
12,050
+186
| +2% | +$24.2K | 0.23% | 42 |
|
|
2022
Q4 | $1.59M | Sell |
11,864
-2,320
| -16% | -$311K | 0.25% | 40 |
|
|
2022
Q3 | $1.48M | Buy |
14,184
+98
| +0.7% | +$10.2K | 0.27% | 33 |
|
|
2022
Q2 | $1.59M | Buy |
14,086
+430
| +3% | +$48.4K | 0.29% | 33 |
|
|
2022
Q1 | $1.86M | Buy |
13,656
+2,198
| +19% | +$300K | 0.3% | 31 |
|
|
2021
Q4 | $1.81M | Buy |
11,458
+471
| +4% | +$74.6K | 0.3% | 31 |
|
|
2021
Q3 | $1.8M | Buy |
10,987
+156
| +1% | +$25.5K | 0.32% | 29 |
|
|
2021
Q2 | $1.68M | Buy |
10,831
+4,179
| +63% | +$650K | 0.29% | 34 |
|
|
2021
Q1 | $1.01M | Sell |
6,652
-146
| -2% | -$22.2K | 0.19% | 51 |
|
|
2020
Q4 | $864K | Hold |
6,798
| – | – | 0.16% | 50 |
|
|
2020
Q3 | $654K | Buy |
6,798
+175
| +3% | +$16.8K | 0.13% | 55 |
|
|
2020
Q2 | $623K | Buy |
6,623
+388
| +6% | +$36.5K | 0.14% | 60 |
|
|
2020
Q1 | $561K | Sell |
6,235
-19
| -0.3% | -$1.71K | 0.15% | 55 |
|
|
2019
Q4 | $872K | Buy |
6,254
+2,553
| +69% | +$356K | 0.21% | 44 |
|
|
2019
Q3 | $436K | Buy |
3,701
+45
| +1% | +$5.3K | 0.11% | 71 |
|
|
2019
Q2 | $409K | Buy |
3,656
+2
| +0.1% | +$224 | 0.11% | 73 |
|
|
2019
Q1 | $370K | Buy |
+3,654
| New | +$370K | 0.1% | 75 |
|