JPMorgan Chase & Co’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $380K | Sell |
29,380
-20
| -0.1% | -$259 | ﹤0.01% | 4178 |
|
2025
Q1 | $364K | Buy |
29,400
+248
| +0.9% | +$3.07K | ﹤0.01% | 4186 |
|
2024
Q4 | $366K | Buy |
29,152
+506
| +2% | +$6.36K | ﹤0.01% | 4285 |
|
2024
Q3 | $368K | Buy |
28,646
+1,784
| +7% | +$22.9K | ﹤0.01% | 4189 |
|
2024
Q2 | $339K | Buy |
26,862
+264
| +1% | +$3.33K | ﹤0.01% | 4029 |
|
2024
Q1 | $334K | Sell |
26,598
-89
| -0.3% | -$1.12K | ﹤0.01% | 4184 |
|
2023
Q4 | $392K | Buy |
26,687
+850
| +3% | +$12.5K | ﹤0.01% | 4039 |
|
2023
Q3 | $305K | Sell |
25,837
-14,960
| -37% | -$177K | ﹤0.01% | 3980 |
|
2023
Q2 | $513K | Buy |
40,797
+10,832
| +36% | +$136K | ﹤0.01% | 3757 |
|
2023
Q1 | $378K | Buy |
29,965
+4,305
| +17% | +$54.3K | ﹤0.01% | 3974 |
|
2022
Q4 | $370K | Sell |
25,660
-498
| -2% | -$7.18K | ﹤0.01% | 3914 |
|
2022
Q3 | $340K | Sell |
26,158
-10,998
| -30% | -$143K | ﹤0.01% | 3935 |
|
2022
Q2 | $510K | Buy |
37,156
+9,889
| +36% | +$136K | ﹤0.01% | 3850 |
|
2022
Q1 | $453K | Buy |
27,267
+1,561
| +6% | +$25.9K | ﹤0.01% | 4055 |
|
2021
Q4 | $460K | Buy |
25,706
+162
| +0.6% | +$2.9K | ﹤0.01% | 4121 |
|
2021
Q3 | $487K | Sell |
25,544
-959
| -4% | -$18.3K | ﹤0.01% | 3981 |
|
2021
Q2 | $538K | Sell |
26,503
-879
| -3% | -$17.8K | ﹤0.01% | 3949 |
|
2021
Q1 | $558K | Buy |
27,382
+419
| +2% | +$8.54K | ﹤0.01% | 3987 |
|
2020
Q4 | $475K | Buy |
26,963
+20,574
| +322% | +$362K | ﹤0.01% | 3775 |
|
2020
Q3 | $94K | Sell |
6,389
-3,063
| -32% | -$45.1K | ﹤0.01% | 4073 |
|
2020
Q2 | $136K | Buy |
9,452
+639
| +7% | +$9.19K | ﹤0.01% | 3838 |
|
2020
Q1 | $134K | Sell |
8,813
-514
| -6% | -$7.82K | ﹤0.01% | 3857 |
|
2019
Q4 | $184K | Buy |
9,327
+227
| +2% | +$4.48K | ﹤0.01% | 3838 |
|
2019
Q3 | $164K | Buy |
9,100
+4,951
| +119% | +$89.2K | ﹤0.01% | 3826 |
|
2019
Q2 | $74K | Buy |
4,149
+879
| +27% | +$15.7K | ﹤0.01% | 4113 |
|
2019
Q1 | $54K | Buy |
3,270
+220
| +7% | +$3.63K | ﹤0.01% | 4208 |
|
2018
Q4 | $49K | Buy |
3,050
+350
| +13% | +$5.62K | ﹤0.01% | 4270 |
|
2018
Q3 | $41K | Buy |
2,700
+16
| +0.6% | +$243 | ﹤0.01% | 4428 |
|
2018
Q2 | $42K | Sell |
2,684
-2,335
| -47% | -$36.5K | ﹤0.01% | 4371 |
|
2018
Q1 | $73K | Buy |
5,019
+2,459
| +96% | +$35.8K | ﹤0.01% | 4025 |
|
2017
Q4 | $38K | Buy |
+2,560
| New | +$38K | ﹤0.01% | 4214 |
|
2017
Q3 | – | Sell |
-3,195
| Closed | -$49K | – | 4420 |
|
2017
Q2 | $49K | Buy |
+3,195
| New | +$49K | ﹤0.01% | 3749 |
|
2017
Q1 | – | Sell |
-39,248
| Closed | -$747K | – | 4535 |
|
2016
Q4 | $747K | Buy |
39,248
+19,594
| +100% | +$373K | ﹤0.01% | 3105 |
|
2016
Q3 | $350K | Buy |
19,654
+19,543
| +17,606% | +$348K | ﹤0.01% | 3100 |
|
2016
Q2 | $2K | Sell |
111
-21,272
| -99% | -$383K | ﹤0.01% | 4098 |
|
2016
Q1 | $371K | Buy |
21,383
+21,272
| +19,164% | +$369K | ﹤0.01% | 2994 |
|
2015
Q4 | $2K | Buy |
+111
| New | +$2K | ﹤0.01% | 3920 |
|
2014
Q4 | – | Sell |
-17,549
| Closed | -$251K | – | 3495 |
|
2014
Q3 | $251K | Sell |
17,549
-6,850
| -28% | -$98K | ﹤0.01% | 3215 |
|
2014
Q2 | $348K | Sell |
24,399
-6,981
| -22% | -$99.6K | ﹤0.01% | 3156 |
|
2014
Q1 | $390K | Sell |
31,380
-4,245
| -12% | -$52.8K | ﹤0.01% | 3146 |
|
2013
Q4 | $431K | Sell |
35,625
-20,646
| -37% | -$250K | ﹤0.01% | 3251 |
|
2013
Q3 | $673K | Buy |
56,271
+28,546
| +103% | +$341K | ﹤0.01% | 3195 |
|
2013
Q2 | $310K | Buy |
+27,725
| New | +$310K | ﹤0.01% | 3388 |
|