JP Morgan Chase’s Twin Disc TWIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $71.3K | Buy |
4,834
+1
| +0% | +$17 | ﹤0.01% | 6023 |
|
|
2025
Q4 | $80.6K | Sell |
4,833
-528
| -10% | -$8.18K | ﹤0.01% | 5999 |
|
|
2025
Q3 | $74.7K | Buy |
5,361
+1,193
| +29% | +$12.9K | ﹤0.01% | 6062 |
|
|
2025
Q2 | $36.8K | Sell |
4,168
-20,622
| -83% | -$152K | ﹤0.01% | 6020 |
|
|
2025
Q1 | $188K | Sell |
24,790
-13,552
| -35% | -$132K | ﹤0.01% | 5265 |
|
|
2024
Q4 | $451K | Buy |
38,342
+33,483
| +689% | +$400K | ﹤0.01% | 5094 |
|
|
2024
Q3 | $60.7K | Sell |
4,859
-7,130
| -59% | -$91.4K | ﹤0.01% | 5920 |
|
|
2024
Q2 | $141K | Sell |
11,989
-2,317
| -16% | -$34.3K | ﹤0.01% | 5344 |
|
|
2024
Q1 | $236K | Buy |
14,306
+4,496
| +46% | +$70.5K | ﹤0.01% | 5262 |
|
|
2023
Q4 | $159K | Buy |
9,810
+9,783
| +36,233% | +$138K | ﹤0.01% | 5515 |
|
|
2023
Q3 | $371 | Sell |
27
-243
| -90% | -$3.14K | ﹤0.01% | 6760 |
|
|
2023
Q2 | $3.04K | Hold |
270
| – | – | ﹤0.01% | 6275 |
|
|
2023
Q1 | $2K | Buy |
270
+258
| +2,150% | +$2.69K | ﹤0.01% | 6441 |
|
|
2022
Q4 | $0 | Hold |
12
| – | – | ﹤0.01% | 7019 |
|
|
2022
Q3 | $0 | Sell |
12
-109
| -90% | -$1.07K | ﹤0.01% | 6875 |
|
|
2022
Q2 | $1K | Buy |
121
+109
| +908% | +$1.33K | ﹤0.01% | 6386 |
|
|
2022
Q1 | $0 | Hold |
12
| – | – | ﹤0.01% | 7049 |
|
|
2021
Q4 | $0 | Hold |
12
| – | – | ﹤0.01% | 6981 |
|
|
2021
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 6820 |
|
|
2021
Q2 | $0 | Hold |
12
| – | – | ﹤0.01% | 6634 |
|
|
2021
Q1 | $0 | Hold |
12
| – | – | ﹤0.01% | 6372 |
|
|
2020
Q4 | $0 | Hold |
12
| – | – | ﹤0.01% | 5949 |
|
|
2020
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 5792 |
|
|
2020
Q2 | $0 | Sell |
12
-3,297
| -100% | -$19.2K | ﹤0.01% | 5709 |
|
|
2020
Q1 | $23K | Sell |
3,309
-30,875
| -90% | -$289K | ﹤0.01% | 4920 |
|
|
2019
Q4 | $376K | Buy |
34,184
+12,046
| +54% | +$126K | ﹤0.01% | 4379 |
|
|
2019
Q3 | $235K | Buy |
22,138
+11,827
| +115% | +$140K | ﹤0.01% | 4557 |
|
|
2019
Q2 | $152K | Sell |
10,311
-11,344
| -52% | -$177K | ﹤0.01% | 4773 |
|
|
2019
Q1 | $360K | Sell |
21,655
-22,543
| -51% | -$384K | ﹤0.01% | 4363 |
|
|
2018
Q4 | $652K | Buy |
44,198
+9,916
| +29% | +$183K | ﹤0.01% | 3994 |
|
|
2018
Q3 | $790K | Buy |
34,282
+2,631
| +8% | +$66.8K | ﹤0.01% | 4045 |
|
|
2018
Q2 | $785K | Buy |
31,651
+5,115
| +19% | +$130K | ﹤0.01% | 3951 |
|
|
2018
Q1 | $577K | Buy |
26,536
+9,462
| +55% | +$247K | ﹤0.01% | 3950 |
|
|
2017
Q4 | $454K | Buy |
17,074
+9,635
| +130% | +$236K | ﹤0.01% | 4107 |
|
|
2017
Q3 | $139K | Hold |
7,439
| – | – | ﹤0.01% | 4215 |
|
|
2017
Q2 | $120K | Hold |
7,439
| – | – | ﹤0.01% | 4117 |
|
|
2017
Q1 | $153K | Hold |
7,439
| – | – | ﹤0.01% | 4186 |
|
|
2016
Q4 | $109K | Hold |
7,439
| – | – | ﹤0.01% | 4376 |
|
|
2016
Q3 | $89K | Hold |
7,439
| – | – | ﹤0.01% | 3893 |
|
|
2016
Q2 | $80K | Hold |
7,439
| – | – | ﹤0.01% | 3918 |
|
|
2016
Q1 | $75K | Sell |
7,439
-4,086
| -35% | -$39.3K | ﹤0.01% | 3806 |
|
|
2015
Q4 | $121K | Buy |
+11,525
| New | +$134K | ﹤0.01% | 3752 |
|
|
2014
Q4 | – | Sell |
-7,505
| Closed | -$203K | – | 4382 |
|
|
2014
Q3 | $203K | Hold |
7,505
| – | – | ﹤0.01% | 3998 |
|
|
2014
Q2 | $248K | Buy |
+7,505
| New | +$226K | ﹤0.01% | 3322 |
|
|
2014
Q1 | – | Sell |
-15,649
| Closed | -$406K | – | 3939 |
|
|
2013
Q4 | $406K | Sell |
15,649
-6,597
| -30% | -$174K | ﹤0.01% | 3570 |
|
|
2013
Q3 | $581K | Buy |
22,246
+10,031
| +82% | +$255K | ﹤0.01% | 3557 |
|
|
2013
Q2 | $289K | Buy |
+12,215
| New | +$286K | ﹤0.01% | 3836 |
|
Other funds holding TWIN
GI
JIC
PRCP
VCM
GF
GWI
