Ownership history in TCWP LLC · 11 quarters on record
This page tracks every 13F SEC filing in which TCWP LLC reported a position in JPMORGAN CHASE CO COM (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | UNCHANGED | 2,686 | — | 0% | 1.33% | $543K | $204.31 |
| 2024 Q2 | REDUCED | 2,686 | -21 | -0.8% | 1.33% | $543K | $194.90 |
| 2024 Q1 | UNCHANGED | 2,707 | — | 0% | 1.44% | $542K | $191.89 |
| 2023 Q4 | REDUCED | 2,707 | -12,393 | -82.1% | 1.30% | $460K | $161.96 |
| 2023 Q3 | ADDED | 15,100 | +155 | +1.0% | 1.67% | $2.2M | $137.07 |
| 2023 Q2 | REDUCED | 14,945 | -3,373 | -18.4% | 0.46% | $2.2M | $136.53 |
| 2023 Q1 | REDUCED | 18,318 | -3,305 | -15.3% | 0.45% | $2.4M | $121.37 |
| 2022 Q4 | REDUCED | 21,623 | -1,207 | -5.3% | 0.59% | $2.9M | $123.99 |
| 2022 Q3 | ADDED | 22,830 | +3,102 | +15.7% | 0.51% | $2.4M | $95.76 |
| 2022 Q2 | ADDED | 19,728 | +2,046 | +11.6% | 0.47% | $2.2M | $102.29 |
As of 2025 Q4 — sorted by position size