TPWA
TRUE Private Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.77M | Sell |
23,354
-986
| -4% | -$286K | 0.76% | 26 |
|
|
2025
Q1 | $5.97M | Sell |
24,340
-3,960
| -14% | -$971K | 0.73% | 27 |
|
|
2024
Q4 | $6.78M | Sell |
28,300
-316
| -1% | -$75.8K | 0.82% | 20 |
|
|
2024
Q3 | $6.03M | Sell |
28,616
-1,158
| -4% | -$244K | 0.72% | 26 |
|
|
2024
Q2 | $6.02M | Sell |
29,774
-1,018
| -3% | -$206K | 0.68% | 27 |
|
|
2024
Q1 | $6.17M | Sell |
30,792
-6,524
| -17% | -$1.31M | 0.71% | 26 |
|
|
2023
Q4 | $6.35M | Sell |
37,316
-973
| -3% | -$166K | 0.8% | 20 |
|
|
2023
Q3 | $5.55M | Sell |
38,289
-96
| -0.3% | -$13.9K | 0.77% | 25 |
|
|
2023
Q2 | $5.58M | Buy |
38,385
+354
| +0.9% | +$51.5K | 0.82% | 17 |
|
|
2023
Q1 | $4.96M | Sell |
38,031
-519
| -1% | -$67.6K | 0.73% | 25 |
|
|
2022
Q4 | $5.17M | Buy |
38,550
+1,230
| +3% | +$165K | 0.8% | 17 |
|
|
2022
Q3 | $3.9M | Buy |
37,320
+3,857
| +12% | +$403K | 0.59% | 23 |
|
|
2022
Q2 | $3.77M | Buy |
33,463
+974
| +3% | +$110K | 0.55% | 28 |
|
|
2022
Q1 | $4.13M | Buy |
32,489
+1,833
| +6% | +$233K | 0.58% | 27 |
|
|
2021
Q4 | $4.85M | Buy |
30,656
+726
| +2% | +$115K | 0.69% | 23 |
|
|
2021
Q3 | $4.9M | Sell |
29,930
-388
| -1% | -$63.5K | 0.71% | 20 |
|
|
2021
Q2 | $4.72M | Sell |
30,318
-1,750
| -5% | -$272K | 0.7% | 18 |
|
|
2021
Q1 | $4.88M | Buy |
32,068
+1,880
| +6% | +$286K | 0.79% | 16 |
|
|
2020
Q4 | $3.84M | Sell |
30,188
-1,065
| -3% | -$135K | 0.64% | 19 |
|
|
2020
Q3 | $3.01M | Buy |
31,253
+850
| +3% | +$81.8K | 0.51% | 29 |
|
|
2020
Q2 | $2.86M | Sell |
30,403
-4,200
| -12% | -$395K | 0.52% | 36 |
|
|
2020
Q1 | $3.12M | Buy |
34,603
+8,399
| +32% | +$756K | 0.66% | 27 |
|
|
2019
Q4 | $3.65M | Buy |
26,204
+840
| +3% | +$117K | 0.56% | 26 |
|
|
2019
Q3 | $2.99M | Buy |
25,364
+2,945
| +13% | +$347K | 0.52% | 30 |
|
|
2019
Q2 | $2.51M | Buy |
22,419
+1,190
| +6% | +$133K | 0.43% | 33 |
|
|
2019
Q1 | $2.15M | Sell |
21,229
-1,544
| -7% | -$156K | 0.41% | 41 |
|
|
2018
Q4 | $2.22M | Buy |
22,773
+1,269
| +6% | +$124K | 0.39% | 48 |
|
|
2018
Q3 | $2.43M | Buy |
21,504
+191
| +0.9% | +$21.6K | 0.34% | 57 |
|
|
2018
Q2 | $2.22M | Buy |
21,313
+3,163
| +17% | +$329K | 0.35% | 55 |
|
|
2018
Q1 | $2M | Sell |
18,150
-134
| -0.7% | -$14.7K | 0.34% | 53 |
|
|
2017
Q4 | $1.96M | Buy |
18,284
+6,034
| +49% | +$645K | 0.34% | 50 |
|
|
2017
Q3 | $1.17M | Sell |
12,250
-199
| -2% | -$19K | 0.26% | 52 |
|
|
2017
Q2 | $1.14M | Buy |
12,449
+1,317
| +12% | +$120K | 0.26% | 51 |
|
|
2017
Q1 | $959K | Sell |
11,132
-1,136
| -9% | -$97.9K | 0.22% | 57 |
|
|
2016
Q4 | $1.04M | Buy |
12,268
+1,426
| +13% | +$121K | 0.25% | 51 |
|
|
2016
Q3 | $734K | Sell |
10,842
-2,052
| -16% | -$139K | 0.24% | 63 |
|
|
2016
Q2 | $801K | Sell |
12,894
-455
| -3% | -$28.3K | 0.27% | 51 |
|
|
2016
Q1 | $791K | Buy |
+13,349
| New | +$791K | 0.31% | 46 |
|