TCPWM
Traverso Chambers Private Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.78M | Buy |
10,454
+506
| +5% | +$86.1K | 0.43% | 36 |
|
|
2023
Q3 | $1.44M | Buy |
9,948
+250
| +3% | +$36.3K | 0.39% | 39 |
|
|
2023
Q2 | $1.41M | Buy |
9,698
+187
| +2% | +$27.2K | 0.37% | 39 |
|
|
2023
Q1 | $1.24M | Buy |
9,511
+11
| +0.1% | +$1.43K | 0.34% | 39 |
|
|
2022
Q4 | $1.27M | Sell |
9,500
-29
| -0.3% | -$3.89K | 0.37% | 41 |
|
|
2022
Q3 | $996K | Buy |
9,529
+388
| +4% | +$40.6K | 0.31% | 45 |
|
|
2022
Q2 | $1.03M | Buy |
9,141
+475
| +5% | +$53.5K | 0.34% | 41 |
|
|
2022
Q1 | $1.18M | Buy |
8,666
+184
| +2% | +$25.1K | 0.35% | 41 |
|
|
2021
Q4 | $1.34M | Buy |
8,482
+138
| +2% | +$21.9K | 0.4% | 34 |
|
|
2021
Q3 | $1.37M | Buy |
8,344
+96
| +1% | +$15.7K | 0.43% | 33 |
|
|
2021
Q2 | $1.28M | Buy |
8,248
+577
| +8% | +$89.8K | 0.4% | 32 |
|
|
2021
Q1 | $1.17M | Buy |
7,671
+110
| +1% | +$16.7K | 0.39% | 35 |
|
|
2020
Q4 | $961K | Buy |
7,561
+627
| +9% | +$79.7K | 0.35% | 38 |
|
|
2020
Q3 | $668K | Buy |
6,934
+369
| +6% | +$35.5K | 0.26% | 48 |
|
|
2020
Q2 | $618K | Buy |
6,565
+421
| +7% | +$39.6K | 0.26% | 51 |
|
|
2020
Q1 | $553K | Buy |
6,144
+36
| +0.6% | +$3.24K | 0.26% | 50 |
|
|
2019
Q4 | $851K | Sell |
6,108
-40
| -0.7% | -$5.57K | 0.36% | 39 |
|
|
2019
Q3 | $724K | Sell |
6,148
-89
| -1% | -$10.5K | 0.35% | 41 |
|
|
2019
Q2 | $710K | Sell |
6,237
-180
| -3% | -$20.5K | 0.35% | 41 |
|
|
2019
Q1 | $650K | Hold |
6,417
| – | – | 0.32% | 45 |
|
|
2018
Q4 | $626K | Buy |
+6,417
| New | +$626K | 0.34% | 42 |
|