JP Morgan Chase’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $367K | Buy |
26,715
+3,298
| +14% | +$46.6K | ﹤0.01% | 5194 |
|
|
2025
Q4 | $313K | Sell |
23,417
-3,533
| -13% | -$48.4K | ﹤0.01% | 5289 |
|
|
2025
Q3 | $355K | Sell |
26,950
-2,430
| -8% | -$32.1K | ﹤0.01% | 5215 |
|
|
2025
Q2 | $380K | Sell |
29,380
-20
| -0.1% | -$258 | ﹤0.01% | 4916 |
|
|
2025
Q1 | $364K | Buy |
29,400
+248
| +0.9% | +$3.18K | ﹤0.01% | 4961 |
|
|
2024
Q4 | $366K | Buy |
29,152
+506
| +2% | +$6.73K | ﹤0.01% | 5196 |
|
|
2024
Q3 | $368K | Buy |
28,646
+1,784
| +7% | +$23.5K | ﹤0.01% | 5099 |
|
|
2024
Q2 | $339K | Buy |
26,862
+264
| +1% | +$3.32K | ﹤0.01% | 4885 |
|
|
2024
Q1 | $334K | Sell |
26,598
-89
| -0.3% | -$1.18K | ﹤0.01% | 5044 |
|
|
2023
Q4 | $392K | Buy |
26,687
+850
| +3% | +$11K | ﹤0.01% | 4946 |
|
|
2023
Q3 | $305K | Sell |
25,837
-14,960
| -37% | -$200K | ﹤0.01% | 4776 |
|
|
2023
Q2 | $513K | Buy |
40,797
+10,832
| +36% | +$131K | ﹤0.01% | 4478 |
|
|
2023
Q1 | $378K | Buy |
29,965
+4,305
| +17% | +$60.1K | ﹤0.01% | 4669 |
|
|
2022
Q4 | $370K | Sell |
25,660
-498
| -2% | -$6.81K | ﹤0.01% | 4706 |
|
|
2022
Q3 | $340K | Sell |
26,158
-10,998
| -30% | -$156K | ﹤0.01% | 4681 |
|
|
2022
Q2 | $510K | Buy |
37,156
+9,889
| +36% | +$146K | ﹤0.01% | 4534 |
|
|
2022
Q1 | $453K | Buy |
27,267
+1,561
| +6% | +$26.9K | ﹤0.01% | 4764 |
|
|
2021
Q4 | $460K | Buy |
25,706
+162
| +0.6% | +$3.09K | ﹤0.01% | 4890 |
|
|
2021
Q3 | $487K | Sell |
25,544
-959
| -4% | -$18.7K | ﹤0.01% | 4746 |
|
|
2021
Q2 | $538K | Sell |
26,503
-879
| -3% | -$18.3K | ﹤0.01% | 4647 |
|
|
2021
Q1 | $558K | Buy |
27,382
+419
| +2% | +$8.16K | ﹤0.01% | 4613 |
|
|
2020
Q4 | $475K | Buy |
26,963
+20,574
| +322% | +$342K | ﹤0.01% | 4396 |
|
|
2020
Q3 | $94K | Sell |
6,389
-3,063
| -32% | -$44.6K | ﹤0.01% | 4720 |
|
|
2020
Q2 | $136K | Buy |
9,452
+639
| +7% | +$9.21K | ﹤0.01% | 4442 |
|
|
2020
Q1 | $134K | Sell |
8,813
-514
| -6% | -$10.1K | ﹤0.01% | 4431 |
|
|
2019
Q4 | $184K | Buy |
9,327
+227
| +2% | +$4.38K | ﹤0.01% | 4702 |
|
|
2019
Q3 | $164K | Buy |
9,100
+4,951
| +119% | +$88.7K | ﹤0.01% | 4716 |
|
|
2019
Q2 | $74K | Buy |
4,149
+879
| +27% | +$15K | ﹤0.01% | 5027 |
|
|
2019
Q1 | $54K | Buy |
3,270
+220
| +7% | +$3.68K | ﹤0.01% | 5103 |
|
|
2018
Q4 | $49K | Buy |
3,050
+350
| +13% | +$5.37K | ﹤0.01% | 5084 |
|
|
2018
Q3 | $41K | Buy |
2,700
+16
| +0.6% | +$250 | ﹤0.01% | 5271 |
|
|
2018
Q2 | $42K | Sell |
2,684
-2,335
| -47% | -$36.1K | ﹤0.01% | 5138 |
|
|
2018
Q1 | $73K | Buy |
5,019
+2,459
| +96% | +$36.8K | ﹤0.01% | 4687 |
|
|
2017
Q4 | $38K | Buy |
+2,560
| New | +$39.4K | ﹤0.01% | 4980 |
|
|
2017
Q3 | – | Sell |
-3,195
| Closed | -$49K | – | 5181 |
|
|
2017
Q2 | $49K | Buy |
+3,195
| New | +$51.6K | ﹤0.01% | 4356 |
|
|
2017
Q1 | – | Sell |
-39,248
| Closed | -$747K | – | 5228 |
|
|
2016
Q4 | $747K | Buy |
39,248
+19,594
| +100% | +$361K | ﹤0.01% | 3575 |
|
|
2016
Q3 | $350K | Buy |
19,654
+19,543
| +17,606% | +$351K | ﹤0.01% | 3519 |
|
|
2016
Q2 | $2K | Sell |
111
-21,272
| -99% | -$379K | ﹤0.01% | 4613 |
|
|
2016
Q1 | $371K | Buy |
21,383
+21,272
| +19,164% | +$363K | ﹤0.01% | 3441 |
|
|
2015
Q4 | $2K | Buy |
+111
| New | +$2.04K | ﹤0.01% | 4531 |
|
|
2014
Q4 | – | Sell |
-17,549
| Closed | -$251K | – | 4358 |
|
|
2014
Q3 | $251K | Sell |
17,549
-6,850
| -28% | -$95.8K | ﹤0.01% | 3927 |
|
|
2014
Q2 | $348K | Sell |
24,399
-6,981
| -22% | -$93.8K | ﹤0.01% | 3232 |
|
|
2014
Q1 | $390K | Sell |
31,380
-4,245
| -12% | -$50.5K | ﹤0.01% | 3217 |
|
|
2013
Q4 | $431K | Sell |
35,625
-20,646
| -37% | -$247K | ﹤0.01% | 3546 |
|
|
2013
Q3 | $673K | Buy |
56,271
+28,546
| +103% | +$329K | ﹤0.01% | 3494 |
|
|
2013
Q2 | $310K | Buy |
+27,725
| New | +$301K | ﹤0.01% | 3809 |
|
Other funds holding TFSL
LCM
VCM
VPM
CRM