First Horizon Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.4M | Sell |
246,141
-69
| -0% | -$20K | 1.85% | 4 |
|
|
2025
Q1 | $60.4M | Buy |
246,210
+9,402
| +4% | +$2.31M | 1.7% | 4 |
|
|
2024
Q4 | $56.8M | Sell |
236,808
-2,458
| -1% | -$589K | 1.59% | 7 |
|
|
2024
Q3 | $50.5M | Sell |
239,266
-3,501
| -1% | -$738K | 1.4% | 8 |
|
|
2024
Q2 | $49.1M | Sell |
242,767
-1,552
| -0.6% | -$314K | 1.49% | 6 |
|
|
2024
Q1 | $48.9M | Buy |
244,319
+5,537
| +2% | +$1.11M | 1.51% | 7 |
|
|
2023
Q4 | $40.6M | Buy |
238,782
+1,752
| +0.7% | +$298K | 1.34% | 8 |
|
|
2023
Q3 | $34.4M | Buy |
237,030
+1,370
| +0.6% | +$199K | 1.24% | 12 |
|
|
2023
Q2 | $34.3M | Buy |
235,660
+6,446
| +3% | +$938K | 1.19% | 14 |
|
|
2023
Q1 | $29.9M | Buy |
229,214
+9,406
| +4% | +$1.23M | 1.07% | 16 |
|
|
2022
Q4 | $29.5M | Sell |
219,808
-3,378
| -2% | -$453K | 1.09% | 14 |
|
|
2022
Q3 | $23.3M | Buy |
223,186
+83
| +0% | +$8.67K | 0.93% | 18 |
|
|
2022
Q2 | $25.1M | Buy |
223,103
+98,510
| +79% | +$11.1M | 0.89% | 23 |
|
|
2022
Q1 | $17M | Sell |
124,593
-74,972
| -38% | -$10.2M | 0.93% | 23 |
|
|
2021
Q4 | $31.6M | Sell |
199,565
-1,373
| -0.7% | -$217K | 0.95% | 16 |
|
|
2021
Q3 | $32.9M | Buy |
200,938
+77,173
| +62% | +$12.6M | 1.07% | 13 |
|
|
2021
Q2 | $19.2M | Buy |
123,765
+959
| +0.8% | +$149K | 1.04% | 20 |
|
|
2021
Q1 | $18.7M | Buy |
122,806
+331
| +0.3% | +$50.4K | 1.08% | 22 |
|
|
2020
Q4 | $15.6M | Buy |
122,475
+417
| +0.3% | +$53K | 1.04% | 24 |
|
|
2020
Q3 | $11.7M | Buy |
122,058
+4,117
| +3% | +$396K | 0.88% | 29 |
|
|
2020
Q2 | $11.1M | Buy |
117,941
+5,673
| +5% | +$534K | 0.87% | 30 |
|
|
2020
Q1 | $10.1M | Sell |
112,268
-2,700
| -2% | -$243K | 0.94% | 28 |
|
|
2019
Q4 | $16M | Buy |
114,968
+2,065
| +2% | +$288K | 1.18% | 18 |
|
|
2019
Q3 | $13.3M | Sell |
112,903
-6,246
| -5% | -$735K | 1.04% | 24 |
|
|
2019
Q2 | $13.3M | Buy |
119,149
+2,424
| +2% | +$271K | 1.03% | 24 |
|
|
2019
Q1 | $11.8M | Buy |
116,725
+1,245
| +1% | +$126K | 0.95% | 28 |
|
|
2018
Q4 | $11.3M | Buy |
115,480
+1,236
| +1% | +$121K | 1% | 25 |
|
|
2018
Q3 | $12.9M | Sell |
114,244
-260
| -0.2% | -$29.3K | 1% | 23 |
|
|
2018
Q2 | $11.9M | Buy |
114,504
+17,831
| +18% | +$1.86M | 1% | 21 |
|
|
2018
Q1 | $10.6M | Sell |
96,673
-5,708
| -6% | -$628K | 1.04% | 21 |
|
|
2017
Q4 | $11.1M | Buy |
102,381
+749
| +0.7% | +$80.9K | 1.05% | 19 |
|
|
2017
Q3 | $9.75M | Buy |
101,632
+527
| +0.5% | +$50.6K | 1% | 23 |
|
|
2017
Q2 | $9.31M | Sell |
101,105
-2,063
| -2% | -$190K | 1.01% | 21 |
|
|
2017
Q1 | $9.04M | Sell |
103,168
-7,789
| -7% | -$682K | 1.03% | 22 |
|
|
2016
Q4 | $7.44M | Hold |
110,957
| – | – | 0.95% | 19 |
|
|
2016
Q3 | $7.44M | Sell |
110,957
-5,622
| -5% | -$377K | 0.95% | 19 |
|
|
2016
Q2 | $7.24M | Sell |
116,579
-10,216
| -8% | -$635K | 0.98% | 19 |
|
|
2016
Q1 | $7.6M | Buy |
126,795
+4,852
| +4% | +$291K | 0.85% | 26 |
|
|
2015
Q4 | $8.05M | Buy |
121,943
+234
| +0.2% | +$15.4K | 1.43% | 4 |
|
|
2015
Q3 | $7.42M | Sell |
121,709
-3,810
| -3% | -$232K | 1.14% | 10 |
|
|
2015
Q2 | $8.5M | Sell |
125,519
-2,872
| -2% | -$195K | 1.23% | 4 |
|
|
2015
Q1 | $7.79M | Buy |
128,391
+5,014
| +4% | +$304K | 1.13% | 10 |
|
|
2014
Q4 | $7.74M | Buy |
123,377
+2,424
| +2% | +$152K | 1.19% | 12 |
|
|
2014
Q3 | $7.29M | Buy |
120,953
+4,287
| +4% | +$258K | 1.14% | 12 |
|
|
2014
Q2 | $6.68M | Buy |
116,666
+6,578
| +6% | +$377K | 0.97% | 17 |
|
|
2014
Q1 | $6.63M | Buy |
110,088
+6,345
| +6% | +$382K | 0.93% | 14 |
|
|
2013
Q4 | $5.8M | Buy |
103,743
+6,232
| +6% | +$349K | 0.87% | 15 |
|
|
2013
Q3 | $5.04M | Buy |
97,511
+79,785
| +450% | +$4.12M | 0.81% | 19 |
|
|
2013
Q2 | $936K | Buy |
+17,726
| New | +$936K | 0.48% | 16 |
|