JP Morgan Chase’s Tootsie Roll Industries TR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.45M | Sell |
57,171
-11,886
| -17% | -$466K | ﹤0.01% | 3950 |
|
|
2025
Q4 | $2.46M | Buy |
69,057
+6,367
| +10% | +$241K | ﹤0.01% | 3921 |
|
|
2025
Q3 | $2.55M | Buy |
62,690
+35,484
| +130% | +$1.34M | ﹤0.01% | 3892 |
|
|
2025
Q2 | $884K | Sell |
27,206
-30,162
| -53% | -$967K | ﹤0.01% | 4455 |
|
|
2025
Q1 | $1.75M | Buy |
57,368
+33,520
| +141% | +$999K | ﹤0.01% | 3969 |
|
|
2024
Q4 | $727K | Sell |
23,848
-4,337
| -15% | -$128K | ﹤0.01% | 4833 |
|
|
2024
Q3 | $823K | Buy |
28,185
+20,737
| +278% | +$590K | ﹤0.01% | 4589 |
|
|
2024
Q2 | $215K | Sell |
7,448
-8,812
| -54% | -$249K | ﹤0.01% | 5127 |
|
|
2024
Q1 | $491K | Buy |
16,260
+6,174
| +61% | +$187K | ﹤0.01% | 4806 |
|
|
2023
Q4 | $307K | Sell |
10,086
-10,680
| -51% | -$313K | ﹤0.01% | 5089 |
|
|
2023
Q3 | $567K | Buy |
20,766
+2,681
| +15% | +$80.3K | ﹤0.01% | 4402 |
|
|
2023
Q2 | $586K | Sell |
18,085
-33,757
| -65% | -$1.23M | ﹤0.01% | 4397 |
|
|
2023
Q1 | $2.13M | Buy |
51,842
+9,588
| +23% | +$382K | ﹤0.01% | 3497 |
|
|
2022
Q4 | $1.6M | Buy |
42,254
+4,506
| +12% | +$164K | ﹤0.01% | 3733 |
|
|
2022
Q3 | $1.12M | Buy |
37,748
+5,497
| +17% | +$172K | ﹤0.01% | 3915 |
|
|
2022
Q2 | $1.01M | Buy |
32,251
+4,000
| +14% | +$121K | ﹤0.01% | 4066 |
|
|
2022
Q1 | $878K | Buy |
28,251
+3,467
| +14% | +$103K | ﹤0.01% | 4361 |
|
|
2021
Q4 | $774K | Sell |
24,784
-17,200
| -41% | -$498K | ﹤0.01% | 4563 |
|
|
2021
Q3 | $1.1M | Sell |
41,984
-55,523
| -57% | -$1.57M | ﹤0.01% | 4241 |
|
|
2021
Q2 | $2.85M | Sell |
97,507
-3,394
| -3% | -$95.7K | ﹤0.01% | 3528 |
|
|
2021
Q1 | $2.88M | Buy |
100,901
+40,117
| +66% | +$1.1M | ﹤0.01% | 3422 |
|
|
2020
Q4 | $1.51M | Buy |
60,784
+25,156
| +71% | +$648K | ﹤0.01% | 3691 |
|
|
2020
Q3 | $914K | Buy |
35,628
+2,787
| +8% | +$74.4K | ﹤0.01% | 3692 |
|
|
2020
Q2 | $943K | Sell |
32,841
-6,899
| -17% | -$205K | ﹤0.01% | 3552 |
|
|
2020
Q1 | $1.2M | Sell |
39,740
-40,070
| -50% | -$1.13M | ﹤0.01% | 3295 |
|
|
2019
Q4 | $2.21M | Buy |
79,810
+44,322
| +125% | +$1.25M | ﹤0.01% | 3318 |
|
|
2019
Q3 | $1.07M | Buy |
35,488
+1,692
| +5% | +$51K | ﹤0.01% | 3798 |
|
|
2019
Q2 | $1.01M | Buy |
33,796
+6,087
| +22% | +$191K | ﹤0.01% | 3869 |
|
|
2019
Q1 | $839K | Buy |
27,709
+2,633
| +11% | +$74.2K | ﹤0.01% | 3909 |
|
|
2018
Q4 | $661K | Sell |
25,076
-7,670
| -23% | -$196K | ﹤0.01% | 3984 |
|
|
2018
Q3 | $756K | Sell |
32,746
-132
| -0.4% | -$3.09K | ﹤0.01% | 4064 |
|
|
2018
Q2 | $801K | Sell |
32,878
-3,927
| -11% | -$90.7K | ﹤0.01% | 3945 |
|
|
2018
Q1 | $856K | Sell |
36,805
-12,221
| -25% | -$317K | ﹤0.01% | 3765 |
|
|
2017
Q4 | $1.37M | Buy |
49,026
+33,501
| +216% | +$938K | ﹤0.01% | 3551 |
|
|
2017
Q3 | $451K | Sell |
15,525
-9,935
| -39% | -$281K | ﹤0.01% | 3860 |
|
|
2017
Q2 | $680K | Sell |
25,460
-24,512
| -49% | -$681K | ﹤0.01% | 3602 |
|
|
2017
Q1 | $1.43M | Sell |
49,972
-577
| -1% | -$16.6K | ﹤0.01% | 3231 |
|
|
2016
Q4 | $1.5M | Buy |
50,549
+33,429
| +195% | +$932K | ﹤0.01% | 3249 |
|
|
2016
Q3 | $470K | Hold |
17,120
| – | – | ﹤0.01% | 3422 |
|
|
2016
Q2 | $491K | Buy |
17,120
+496
| +3% | +$13.2K | ﹤0.01% | 3439 |
|
|
2016
Q1 | $432K | Sell |
16,624
-499
| -3% | -$11.8K | ﹤0.01% | 3391 |
|
|
2015
Q4 | $391K | Sell |
17,123
-48
| -0.3% | -$1.1K | ﹤0.01% | 3473 |
|
|
2015
Q3 | $388K | Sell |
17,171
-6,625
| -28% | -$152K | ﹤0.01% | 3513 |
|
|
2015
Q2 | $556K | Buy |
23,796
+1,734
| +8% | +$40.1K | ﹤0.01% | 3528 |
|
|
2015
Q1 | $541K | Sell |
22,062
-774
| -3% | -$17.7K | ﹤0.01% | 3501 |
|
|
2014
Q4 | $491K | Sell |
22,836
-2,822
| -11% | -$57.7K | ﹤0.01% | 3676 |
|
|
2014
Q3 | $503K | Buy |
25,658
+3,506
| +16% | +$68.8K | ﹤0.01% | 3663 |
|
|
2014
Q2 | $458K | Sell |
22,152
-8,518
| -28% | -$172K | ﹤0.01% | 3152 |
|
|
2014
Q1 | $644K | Sell |
30,670
-19,902
| -39% | -$413K | ﹤0.01% | 3040 |
|
|
2013
Q4 | $1.12M | Sell |
50,572
-2,244
| -4% | -$48.7K | ﹤0.01% | 3093 |
|
|
2013
Q3 | $1.11M | Sell |
52,816
-22,442
| -30% | -$499K | ﹤0.01% | 3203 |
|
|
2013
Q2 | $1.63M | Buy |
+75,258
| New | +$1.6M | ﹤0.01% | 2936 |
|
Other funds holding TR
VPM
VCM
HWM