TPWM
Twelve Points Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37M | Buy |
15,080
+45
| +0.3% | +$13K | 1.18% | 15 |
|
|
2025
Q1 | $3.69M | Sell |
15,035
-701
| -4% | -$172K | 1% | 18 |
|
|
2024
Q4 | $3.77M | Sell |
15,736
-365
| -2% | -$87.5K | 1.08% | 17 |
|
|
2024
Q3 | $3.4M | Sell |
16,101
-9
| -0.1% | -$1.9K | 1.07% | 17 |
|
|
2024
Q2 | $3.26M | Buy |
16,110
+75
| +0.5% | +$15.2K | 1.15% | 15 |
|
|
2024
Q1 | $3.21M | Sell |
16,035
-212
| -1% | -$42.5K | 1.18% | 14 |
|
|
2023
Q4 | $2.76M | Sell |
16,247
-1,364
| -8% | -$232K | 1.31% | 13 |
|
|
2023
Q3 | $2.55M | Buy |
17,611
+196
| +1% | +$28.4K | 1.27% | 15 |
|
|
2023
Q2 | $2.53M | Sell |
17,415
-699
| -4% | -$102K | 1.35% | 15 |
|
|
2023
Q1 | $2.36M | Buy |
18,114
+358
| +2% | +$46.7K | 1.35% | 14 |
|
|
2022
Q4 | $2.38M | Buy |
17,756
+417
| +2% | +$55.9K | 1.62% | 12 |
|
|
2022
Q3 | $1.81M | Sell |
17,339
-53
| -0.3% | -$5.54K | 1.41% | 12 |
|
|
2022
Q2 | $1.96M | Sell |
17,392
-42
| -0.2% | -$4.73K | 1.51% | 10 |
|
|
2022
Q1 | $2.38M | Sell |
17,434
-452
| -3% | -$61.6K | 1.78% | 8 |
|
|
2021
Q4 | $2.83M | Buy |
+17,886
| New | +$2.83M | 2.29% | 3 |
|