Taylor Hoffman Capital Management’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.42M Buy
4,897
+34
+0.7% +$9.86K 0.49% 45
2025
Q1
$1.18M Sell
4,863
-40
-0.8% -$9.75K 0.44% 52
2024
Q4
$1.18M Hold
4,903
0.43% 51
2024
Q3
$1.09M Buy
+4,903
New +$1.09M 0.42% 54