JP Morgan Chase’s The Oncology Institute TOI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.05M | Sell |
370,177
-16,601
| -4% | -$50.9K | ﹤0.01% | 4583 |
|
|
2025
Q4 | $1.38M | Buy |
386,778
+362,349
| +1,483% | +$1.34M | ﹤0.01% | 4385 |
|
|
2025
Q3 | $85.3K | Sell |
24,429
-3,506
| -13% | -$12K | ﹤0.01% | 5989 |
|
|
2025
Q2 | $57.3K | Buy |
27,935
+27,881
| +51,631% | +$69.7K | ﹤0.01% | 5865 |
|
|
2025
Q1 | $62 | Sell |
54
-112
| -67% | -$87 | ﹤0.01% | 6948 |
|
|
2024
Q4 | $51 | Sell |
166
-5
| -3% | -$1 | ﹤0.01% | 7130 |
|
|
2024
Q3 | $56 | Buy |
171
+1
| +0.6% | – | ﹤0.01% | 7101 |
|
|
2024
Q2 | $78 | Sell |
170
-8,596
| -98% | -$7.34K | ﹤0.01% | 6941 |
|
|
2024
Q1 | $13.8K | Buy |
8,766
+8,646
| +7,205% | +$16.4K | ﹤0.01% | 6292 |
|
|
2023
Q4 | $245 | Buy |
120
+20
| +20% | +$35 | ﹤0.01% | 7030 |
|
|
2023
Q3 | $140 | Buy |
100
+58
| +138% | +$60 | ﹤0.01% | 6877 |
|
|
2023
Q2 | $23 | Sell |
42
-27,497
| -100% | -$14.5K | ﹤0.01% | 6783 |
|
|
2023
Q1 | $19K | Buy |
27,539
+7,801
| +40% | +$9.95K | ﹤0.01% | 5987 |
|
|
2022
Q4 | $32K | Buy |
19,738
+875
| +5% | +$2.46K | ﹤0.01% | 5749 |
|
|
2022
Q3 | $87K | Buy |
18,863
+8,822
| +88% | +$51.9K | ﹤0.01% | 5347 |
|
|
2022
Q2 | $51K | Buy |
10,041
+9,641
| +2,410% | +$70.2K | ﹤0.01% | 5651 |
|
|
2022
Q1 | $3K | Sell |
400
-3,400
| -89% | -$22.9K | ﹤0.01% | 6387 |
|
|
2021
Q4 | $37K | Sell |
3,800
-457,820
| -99% | -$4.07M | ﹤0.01% | 6045 |
|
|
2021
Q3 | $4.58M | Sell |
461,620
-100
| -0% | -$993 | ﹤0.01% | 3111 |
|
|
2021
Q2 | $4.59M | Sell |
461,720
-64,400
| -12% | -$648K | ﹤0.01% | 3129 |
|
|
2021
Q1 | $5.24M | Sell |
526,120
-73,880
| -12% | -$787K | ﹤0.01% | 2936 |
|
|
2020
Q4 | $6.48M | Sell |
600,000
-100
| -0% | -$1.03K | ﹤0.01% | 2590 |
|
|
2020
Q3 | $6.23M | Buy |
+600,100
| New | +$6.23M | ﹤0.01% | 2382 |
|
Other funds holding TOI
VCM
DM
KWM
JAIC
WC
CP
