JPMorgan Chase & Co’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $173M | Buy |
860,077
+118,586
| +16% | +$23.9M | 0.01% | 681 |
|
2025
Q1 | $128M | Buy |
741,491
+51,265
| +7% | +$8.86M | 0.01% | 767 |
|
2024
Q4 | $111M | Buy |
690,226
+56,044
| +9% | +$8.99M | 0.01% | 800 |
|
2024
Q3 | $108M | Sell |
634,182
-825,821
| -57% | -$141M | 0.01% | 851 |
|
2024
Q2 | $246M | Buy |
1,460,003
+23,255
| +2% | +$3.92M | 0.02% | 549 |
|
2024
Q1 | $224M | Buy |
1,436,748
+59,316
| +4% | +$9.24M | 0.02% | 582 |
|
2023
Q4 | $201M | Buy |
1,377,432
+491,013
| +55% | +$71.8M | 0.02% | 564 |
|
2023
Q3 | $108M | Sell |
886,419
-89,856
| -9% | -$11M | 0.01% | 715 |
|
2023
Q2 | $132M | Buy |
976,275
+116,627
| +14% | +$15.7M | 0.01% | 671 |
|
2023
Q1 | $116M | Buy |
859,648
+194,134
| +29% | +$26.2M | 0.01% | 682 |
|
2022
Q4 | $78.8M | Buy |
665,514
+46,061
| +7% | +$5.45M | 0.01% | 805 |
|
2022
Q3 | $65.9M | Sell |
619,453
-76,401
| -11% | -$8.13M | 0.01% | 839 |
|
2022
Q2 | $75.2M | Buy |
695,854
+21,052
| +3% | +$2.28M | 0.01% | 811 |
|
2022
Q1 | $76.2M | Buy |
674,802
+64,370
| +11% | +$7.27M | 0.01% | 886 |
|
2021
Q4 | $75.8M | Sell |
610,432
-194,375
| -24% | -$24.1M | 0.01% | 913 |
|
2021
Q3 | $92.2M | Sell |
804,807
-35,192
| -4% | -$4.03M | 0.01% | 849 |
|
2021
Q2 | $86.5M | Buy |
839,999
+42,219
| +5% | +$4.35M | 0.01% | 900 |
|
2021
Q1 | $72.5M | Buy |
797,780
+56,550
| +8% | +$5.14M | 0.01% | 929 |
|
2020
Q4 | $63M | Buy |
741,230
+142,138
| +24% | +$12.1M | 0.01% | 893 |
|
2020
Q3 | $49.6M | Sell |
599,092
-23,210
| -4% | -$1.92M | 0.01% | 894 |
|
2020
Q2 | $43.9M | Buy |
622,302
+19,216
| +3% | +$1.35M | 0.01% | 883 |
|
2020
Q1 | $42.5M | Sell |
603,086
-229,728
| -28% | -$16.2M | 0.01% | 807 |
|
2019
Q4 | $61.9M | Sell |
832,814
-121,129
| -13% | -$9M | 0.01% | 776 |
|
2019
Q3 | $66.2M | Buy |
953,943
+402,471
| +73% | +$27.9M | 0.01% | 753 |
|
2019
Q2 | $36.7M | Buy |
551,472
+151,197
| +38% | +$10.1M | 0.01% | 1026 |
|
2019
Q1 | $24.6M | Buy |
400,275
+5,140
| +1% | +$316K | 0.01% | 1224 |
|
2018
Q4 | $19.8M | Sell |
395,135
-674,814
| -63% | -$33.8M | ﹤0.01% | 1276 |
|
2018
Q3 | $55.8M | Buy |
1,069,949
+790,168
| +282% | +$41.2M | 0.01% | 873 |
|
2018
Q2 | $12.9M | Buy |
279,781
+56,835
| +25% | +$2.62M | ﹤0.01% | 1672 |
|
2018
Q1 | $9.85M | Sell |
222,946
-88,704
| -28% | -$3.92M | ﹤0.01% | 1791 |
|
2017
Q4 | $15.5M | Sell |
311,650
-134,495
| -30% | -$6.7M | ﹤0.01% | 1540 |
|
2017
Q3 | $23.3M | Buy |
446,145
+64,409
| +17% | +$3.36M | 0.01% | 1257 |
|
2017
Q2 | $20.2M | Buy |
381,736
+40,981
| +12% | +$2.17M | ﹤0.01% | 1298 |
|
2017
Q1 | $16.8M | Buy |
340,755
+55,266
| +19% | +$2.73M | ﹤0.01% | 1385 |
|
2016
Q4 | $14.3M | Sell |
285,489
-4,270
| -1% | -$214K | ﹤0.01% | 1489 |
|
2016
Q3 | $13.7M | Sell |
289,759
-78,579
| -21% | -$3.71M | ﹤0.01% | 1419 |
|
2016
Q2 | $17M | Buy |
368,338
+19,243
| +6% | +$889K | ﹤0.01% | 1343 |
|
2016
Q1 | $16.1M | Buy |
349,095
+67,900
| +24% | +$3.14M | ﹤0.01% | 1330 |
|
2015
Q4 | $12.2M | Buy |
281,195
+4,250
| +2% | +$184K | ﹤0.01% | 1485 |
|
2015
Q3 | $12.7M | Buy |
276,945
+11,242
| +4% | +$517K | ﹤0.01% | 1412 |
|
2015
Q2 | $11.6M | Sell |
265,703
-60,083
| -18% | -$2.61M | ﹤0.01% | 1613 |
|
2015
Q1 | $15.1M | Buy |
325,786
+58,208
| +22% | +$2.7M | ﹤0.01% | 1477 |
|
2014
Q4 | $12.3M | Buy |
267,578
+38,324
| +17% | +$1.77M | ﹤0.01% | 1567 |
|
2014
Q3 | $9.54M | Buy |
229,254
+10,367
| +5% | +$431K | ﹤0.01% | 1692 |
|
2014
Q2 | $9.09M | Buy |
218,887
+84,305
| +63% | +$3.5M | ﹤0.01% | 1754 |
|
2014
Q1 | $5.26M | Sell |
134,582
-29,445
| -18% | -$1.15M | ﹤0.01% | 2019 |
|
2013
Q4 | $7.09M | Buy |
164,027
+3,259
| +2% | +$141K | ﹤0.01% | 1820 |
|
2013
Q3 | $6.43M | Sell |
160,768
-39,564
| -20% | -$1.58M | ﹤0.01% | 1897 |
|
2013
Q2 | $7.45M | Buy |
+200,332
| New | +$7.45M | ﹤0.01% | 1715 |
|