TF
Talbot Financial’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.1M | Buy |
107,270
+13,530
| +14% | +$3.92M | 2.94% | 7 |
|
|
2025
Q1 | $23M | Sell |
93,740
-2,309
| -2% | -$566K | 2.88% | 6 |
|
|
2024
Q4 | $23M | Sell |
96,049
-389
| -0.4% | -$93.2K | 2.74% | 7 |
|
|
2024
Q3 | $20.3M | Buy |
96,438
+2,851
| +3% | +$601K | 2.48% | 8 |
|
|
2024
Q2 | $18.9M | Buy |
93,587
+661
| +0.7% | +$134K | 2.44% | 9 |
|
|
2024
Q1 | $18.6M | Buy |
92,926
+806
| +0.9% | +$161K | 2.49% | 9 |
|
|
2023
Q4 | $15.7M | Buy |
92,120
+4,040
| +5% | +$687K | 2.36% | 9 |
|
|
2023
Q3 | $12.8M | Buy |
88,080
+169
| +0.2% | +$24.5K | 2.23% | 10 |
|
|
2023
Q2 | $12.8M | Buy |
87,911
+376
| +0.4% | +$54.7K | 2.17% | 10 |
|
|
2023
Q1 | $11.4M | Sell |
87,535
-17,293
| -16% | -$2.25M | 2.12% | 12 |
|
|
2022
Q4 | $14.1M | Buy |
+104,828
| New | +$14.1M | 2.89% | 8 |
|