TCWA
Turtle Creek Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4M | Buy |
53,028
+3,165
| +6% | +$918K | 1.81% | 9 |
|
|
2025
Q1 | $12.2M | Buy |
49,863
+8,843
| +22% | +$2.17M | 1.83% | 9 |
|
|
2024
Q4 | $9.83M | Buy |
41,020
+566
| +1% | +$136K | 2.27% | 13 |
|
|
2024
Q3 | $8.53M | Buy |
40,454
+1,146
| +3% | +$242K | 1.71% | 10 |
|
|
2024
Q2 | $7.95M | Buy |
39,308
+3,780
| +11% | +$765K | 1.84% | 10 |
|
|
2024
Q1 | $7.12M | Buy |
35,528
+1,748
| +5% | +$350K | 1.75% | 10 |
|
|
2023
Q4 | $5.75M | Buy |
+33,780
| New | +$5.75M | 1.69% | 9 |
|