JPMorgan Chase & Co’s TWFG, Inc. Common Stock TWFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$242K Sell
6,903
-20,495
-75% -$717K ﹤0.01% 4386
2025
Q1
$847K Buy
27,398
+14,083
+106% +$435K ﹤0.01% 3747
2024
Q4
$410K Buy
+13,315
New +$410K ﹤0.01% 4239