TLFA
True Link Financial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $436K | Sell |
1,504
-130
| -8% | -$37.7K | 0.03% | 54 |
|
|
2025
Q1 | $401K | Buy |
1,634
+386
| +31% | +$94.7K | 0.03% | 62 |
|
|
2024
Q4 | $299K | Buy |
1,248
+50
| +4% | +$12K | 0.03% | 52 |
|
|
2024
Q3 | $253K | Buy |
1,198
+131
| +12% | +$27.6K | 0.02% | 56 |
|
|
2024
Q2 | $216K | Buy |
+1,067
| New | +$216K | 0.02% | 61 |
|
|
2021
Q4 | – | Sell |
-43
| Closed | -$7K | – | 782 |
|
|
2021
Q3 | $7K | Sell |
43
-100
| -70% | -$16.3K | ﹤0.01% | 651 |
|
|
2021
Q2 | $22K | Buy |
143
+43
| +43% | +$6.62K | ﹤0.01% | 500 |
|
|
2021
Q1 | $15K | Sell |
100
-486
| -83% | -$72.9K | ﹤0.01% | 593 |
|
|
2020
Q4 | $74K | Buy |
+586
| New | +$74K | 0.01% | 482 |
|