TAM
Tucker Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $684K | Sell |
2,854
-382
| -12% | -$91.6K | 0.07% | 37 |
|
|
2024
Q3 | $682K | Buy |
3,236
+249
| +8% | +$52.5K | 0.16% | 38 |
|
|
2024
Q2 | $604K | Sell |
2,987
-57
| -2% | -$11.5K | 0.13% | 45 |
|
|
2024
Q1 | $610K | Buy |
3,044
+658
| +28% | +$132K | 0.14% | 42 |
|
|
2023
Q4 | $406K | Buy |
2,386
+225
| +10% | +$38.3K | 0.1% | 81 |
|
|
2023
Q3 | $313K | Buy |
2,161
+261
| +14% | +$37.9K | 0.08% | 94 |
|
|
2023
Q2 | $276K | Sell |
1,900
-126
| -6% | -$18.3K | 0.08% | 79 |
|
|
2023
Q1 | $264K | Buy |
2,026
+104
| +5% | +$13.6K | 0.08% | 65 |
|
|
2022
Q4 | $256K | Buy |
1,922
+437
| +29% | +$58.2K | 0.08% | 38 |
|
|
2022
Q3 | $187K | Buy |
1,485
+361
| +32% | +$45.4K | 0.06% | 40 |
|
|
2022
Q2 | $127K | Buy |
1,124
+240
| +27% | +$27K | 0.04% | 32 |
|
|
2022
Q1 | $121K | Buy |
884
+165
| +23% | +$22.5K | 0.04% | 36 |
|
|
2021
Q4 | $114K | Buy |
719
+24
| +3% | +$3.8K | 0.04% | 40 |
|
|
2021
Q3 | $118K | Buy |
695
+355
| +104% | +$60.3K | 0.04% | 37 |
|
|
2021
Q2 | $52.9K | Sell |
340
-29
| -8% | -$4.51K | 0.02% | 65 |
|
|
2021
Q1 | $56.2K | Sell |
369
-135
| -27% | -$20.6K | 0.03% | 68 |
|
|
2020
Q4 | $64K | Buy |
+504
| New | +$64K | 0.04% | 50 |
|