TCI Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.16M | Sell |
10,745
-4,260
| -28% | -$1.29M | 0.17% | 57 |
|
|
2025
Q4 | $4.83M | Sell |
15,005
-407
| -3% | -$126K | 0.27% | 43 |
|
|
2025
Q3 | $4.86M | Buy |
15,412
+271
| +2% | +$80.6K | 0.29% | 41 |
|
|
2025
Q2 | $4.39M | Sell |
15,141
-140
| -0.9% | -$35.7K | 0.3% | 39 |
|
|
2025
Q1 | $3.75M | Sell |
15,281
-662
| -4% | -$169K | 0.3% | 37 |
|
|
2024
Q4 | $3.82M | Sell |
15,943
-375
| -2% | -$87.3K | 0.32% | 36 |
|
|
2024
Q3 | $3.44M | Buy |
16,318
+151
| +0.9% | +$31.8K | 0.29% | 37 |
|
|
2024
Q2 | $3.27M | Sell |
16,167
-78
| -0.5% | -$15.2K | 0.31% | 40 |
|
|
2024
Q1 | $3.25M | Buy |
16,245
+32
| +0.2% | +$5.77K | 0.32% | 38 |
|
|
2023
Q4 | $2.76M | Buy |
16,213
+1,009
| +7% | +$153K | 0.29% | 36 |
|
|
2023
Q3 | $2.2M | Sell |
15,204
-105
| -0.7% | -$15.7K | 0.28% | 41 |
|
|
2023
Q2 | $2.23M | Sell |
15,309
-677
| -4% | -$93.1K | 0.28% | 39 |
|
|
2023
Q1 | $2.08M | Buy |
15,986
+1,244
| +8% | +$170K | 0.27% | 40 |
|
|
2022
Q4 | $1.98M | Sell |
14,742
-56
| -0.4% | -$7.1K | 0.27% | 41 |
|
|
2022
Q3 | $1.55M | Sell |
14,798
-35
| -0.2% | -$4.02K | 0.25% | 44 |
|
|
2022
Q2 | $1.67M | Buy |
14,833
+172
| +1% | +$21.3K | 0.26% | 44 |
|
|
2022
Q1 | $2M | Sell |
14,661
-153
| -1% | -$22.6K | 0.3% | 41 |
|
|
2021
Q4 | $2.35M | Sell |
14,814
-872
| -6% | -$143K | 0.35% | 34 |
|
|
2021
Q3 | $2.57M | Sell |
15,686
-1,323
| -8% | -$207K | 0.4% | 33 |
|
|
2021
Q2 | $2.65M | Buy |
17,009
+1,895
| +13% | +$298K | 0.46% | 27 |
|
|
2021
Q1 | $2.3M | Sell |
15,114
-1,509
| -9% | -$217K | 1.04% | 21 |
|
|
2020
Q4 | $2.11M | Sell |
16,623
-12,461
| -43% | -$1.39M | 1.03% | 21 |
|
|
2020
Q3 | $2.8M | Sell |
29,084
-104
| -0.4% | -$10.2K | 1.13% | 15 |
|
|
2020
Q2 | $2.75M | Sell |
29,188
-576
| -2% | -$54.6K | 1.2% | 15 |
|
|
2020
Q1 | $2.68M | Sell |
29,764
-69
| -0.2% | -$8.38K | 1.35% | 10 |
|
|
2019
Q4 | $4.16M | Sell |
29,833
-393
| -1% | -$50.4K | 1.62% | 11 |
|
|
2019
Q3 | $3.56M | Sell |
30,226
-132
| -0.4% | -$14.9K | 1.58% | 12 |
|
|
2019
Q2 | $3.39M | Sell |
30,358
-1,332
| -4% | -$147K | 1.55% | 12 |
|
|
2019
Q1 | $3.21M | Sell |
31,690
-1,726
| -5% | -$178K | 1.43% | 14 |
|
|
2018
Q4 | $3.26M | Buy |
33,416
+12
| +0% | +$1.28K | 1.62% | 12 |
|
|
2018
Q3 | $3.77M | Sell |
33,404
-502
| -1% | -$57K | 1.59% | 14 |
|
|
2018
Q2 | $3.53M | Buy |
33,906
+239
| +0.7% | +$26.2K | 1.57% | 13 |
|
|
2018
Q1 | $3.7M | Sell |
33,667
-704
| -2% | -$79.7K | 1.72% | 13 |
|
|
2017
Q4 | $3.68M | Buy |
34,371
+187
| +0.5% | +$18.9K | 1.61% | 13 |
|
|
2017
Q3 | $3.27M | Buy |
34,184
+114
| +0.3% | +$10.5K | 1.6% | 14 |
|
|
2017
Q2 | $3.11M | Buy |
34,070
+246
| +0.7% | +$21.2K | 1.59% | 15 |
|
|
2017
Q1 | $2.97M | Sell |
33,824
-99
| -0.3% | -$8.73K | 1.55% | 15 |
|
|
2016
Q4 | $2.93M | Buy |
33,923
+631
| +2% | +$48.1K | 1.53% | 14 |
|
|
2016
Q3 | $2.22M | Buy |
33,292
+21
| +0.1% | +$1.37K | 1.21% | 20 |
|
|
2016
Q2 | $2.07M | Buy |
33,271
+28
| +0.1% | +$1.75K | 1.15% | 21 |
|
|
2016
Q1 | $1.97M | Sell |
33,243
-98
| -0.3% | -$5.72K | 1.09% | 22 |
|
|
2015
Q4 | $2.2M | Buy |
33,341
+1,150
| +4% | +$74.9K | 1.23% | 20 |
|
|
2015
Q3 | $1.96M | Buy |
32,191
+3,870
| +14% | +$253K | 1.18% | 20 |
|
|
2015
Q2 | $1.92M | Buy |
28,321
+827
| +3% | +$54K | 1.1% | 24 |
|
|
2015
Q1 | $1.67M | Sell |
27,494
-601
| -2% | -$35.6K | 1.05% | 25 |
|
|
2014
Q4 | $1.76M | Sell |
28,095
-35
| -0.1% | -$2.11K | 1.09% | 25 |
|
|
2014
Q3 | $1.7M | Buy |
28,130
+103
| +0.4% | +$6.02K | 1.07% | 27 |
|
|
2014
Q2 | $1.61M | Sell |
28,027
-163
| -0.6% | -$9.16K | 0.97% | 28 |
|
|
2014
Q1 | $1.71M | Sell |
28,190
-1,435
| -5% | -$82.9K | 1.12% | 25 |
|
|
2013
Q4 | $1.73M | Buy |
29,625
+1,235
| +4% | +$67.7K | 1.09% | 25 |
|
|
2013
Q3 | $1.47M | Hold |
28,390
| – | – | 1.12% | 24 |
|
|
2013
Q2 | $1.5M | Buy |
+28,390
| New | +$1.44M | 1.14% | 22 |
|
Other funds holding JPM
VCM
VPM
