TIAM2
Tru Independence Asset Management 2’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,642
| Closed | -$224K | – | 83 |
|
|
2022
Q1 | $224K | Sell |
1,642
-472
| -22% | -$64.4K | 0.13% | 86 |
|
|
2021
Q4 | $335K | Buy |
2,114
+488
| +30% | +$77.3K | 0.18% | 93 |
|
|
2021
Q3 | $266K | Buy |
1,626
+109
| +7% | +$17.8K | 0.19% | 84 |
|
|
2021
Q2 | $236K | Sell |
1,517
-23
| -1% | -$3.58K | 0.16% | 103 |
|
|
2021
Q1 | $234K | Buy |
1,540
+43
| +3% | +$6.53K | 0.19% | 97 |
|
|
2020
Q4 | $190K | Buy |
+1,497
| New | +$190K | 0.16% | 99 |
|