TP
Truvvo Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,291
| Closed | -$204K | – | 12 |
|
|
2021
Q4 | $204K | Buy |
1,291
+8
| +0.6% | +$1.26K | 2.17% | 11 |
|
|
2021
Q3 | $210K | Buy |
+1,283
| New | +$210K | 0.15% | 24 |
|
|
2018
Q4 | – | Sell |
-5,000
| Closed | -$564K | – | 44 |
|
|
2018
Q3 | $564K | Hold |
5,000
| – | – | 0.35% | 27 |
|
|
2018
Q2 | $521K | Sell |
5,000
-7,400
| -60% | -$771K | 0.34% | 32 |
|
|
2018
Q1 | $1.36M | Sell |
12,400
-5,100
| -29% | -$561K | 0.5% | 45 |
|
|
2017
Q4 | $1.87M | Hold |
17,500
| – | – | 0.63% | 38 |
|
|
2017
Q3 | $1.67M | Hold |
17,500
| – | – | 0.56% | 43 |
|
|
2017
Q2 | $1.6M | Sell |
17,500
-9,300
| -35% | -$849K | 0.58% | 43 |
|
|
2017
Q1 | $2.36M | Buy |
26,800
+200
| +0.8% | +$17.6K | 1.06% | 20 |
|
|
2016
Q4 | $2.3K | Hold |
26,600
| – | – | 0.8% | 26 |
|
|
2016
Q3 | $1.77M | Sell |
26,600
-26,577
| -50% | -$1.77M | 0.8% | 33 |
|
|
2016
Q2 | $3.3M | Buy |
53,177
+13,312
| +33% | +$827K | 1.7% | 13 |
|
|
2016
Q1 | $2.36M | Buy |
39,865
+7,635
| +24% | +$452K | 1.06% | 18 |
|
|
2015
Q4 | $2.13M | Buy |
+32,230
| New | +$2.13M | 1.11% | 21 |
|