JP Morgan Chase’s TRI-Continental Corp TY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $483K | Sell |
15,611
-196
| -1% | -$6.42K | ﹤0.01% | 5060 |
|
|
2025
Q4 | $516K | Buy |
15,807
+820
| +5% | +$27.7K | ﹤0.01% | 5013 |
|
|
2025
Q3 | $510K | Buy |
14,987
+36
| +0.2% | +$1.19K | ﹤0.01% | 5022 |
|
|
2025
Q2 | $473K | Sell |
14,951
-15
| -0.1% | -$455 | ﹤0.01% | 4811 |
|
|
2025
Q1 | $459K | Sell |
14,966
-3,082
| -17% | -$98.1K | ﹤0.01% | 4837 |
|
|
2024
Q4 | $572K | Buy |
18,048
+4,888
| +37% | +$162K | ﹤0.01% | 4972 |
|
|
2024
Q3 | $435K | Buy |
13,160
+9,027
| +218% | +$286K | ﹤0.01% | 4986 |
|
|
2024
Q2 | $128K | Sell |
4,133
-4,619
| -53% | -$140K | ﹤0.01% | 5389 |
|
|
2024
Q1 | $270K | Sell |
8,752
-10,261
| -54% | -$302K | ﹤0.01% | 5178 |
|
|
2023
Q4 | $548K | Buy |
19,013
+17,225
| +963% | +$468K | ﹤0.01% | 4730 |
|
|
2023
Q3 | $47.5K | Buy |
1,788
+190
| +12% | +$5.23K | ﹤0.01% | 5822 |
|
|
2023
Q2 | $43.8K | Sell |
1,598
-4,096
| -72% | -$109K | ﹤0.01% | 5748 |
|
|
2023
Q1 | $151K | Buy |
5,694
+717
| +14% | +$19.2K | ﹤0.01% | 5228 |
|
|
2022
Q4 | $128K | Buy |
+4,977
| New | +$133K | ﹤0.01% | 5248 |
|
|
2021
Q1 | – | Sell |
-1,695
| Closed | -$50K | – | 6364 |
|
|
2020
Q4 | $50K | Buy |
+1,695
| New | +$47.4K | ﹤0.01% | 5157 |
|
|
2020
Q3 | – | Sell |
-3
| Closed | – | – | 5788 |
|
|
2020
Q2 | $0 | Buy |
+3
| New | +$71 | ﹤0.01% | 5709 |
|
|
2020
Q1 | – | Sell |
-1,344
| Closed | -$38K | – | 5739 |
|
|
2019
Q4 | $38K | Hold |
1,344
| – | – | ﹤0.01% | 5202 |
|
|
2019
Q3 | $37K | Buy |
1,344
+1,338
| +22,300% | +$36.1K | ﹤0.01% | 5270 |
|
|
2019
Q2 | $0 | Buy |
+6
| New | +$161 | ﹤0.01% | 6022 |
|
|
2019
Q1 | – | Sell |
-2
| Closed | – | – | 6062 |
|
|
2018
Q4 | $0 | Buy |
+2
| New | +$51 | ﹤0.01% | 5952 |
|
|
2018
Q3 | – | Sell |
-4
| Closed | – | – | 5833 |
|
|
2018
Q2 | $0 | Buy |
+4
| New | +$108 | ﹤0.01% | 5703 |
|
|
2017
Q1 | – | Sell |
-2,044
| Closed | -$45K | – | 5240 |
|
|
2016
Q4 | $45K | Buy |
+2,044
| New | +$43.8K | ﹤0.01% | 4579 |
|
Other funds holding TY
SCM
BBPWM
UB
