TG
TCW Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143M | Sell |
493,318
-10,276
| -2% | -$2.98M | 1.12% | 22 |
|
|
2025
Q1 | $124M | Sell |
503,594
-16,792
| -3% | -$4.12M | 1.11% | 25 |
|
|
2024
Q4 | $125M | Sell |
520,386
-12,412
| -2% | -$2.98M | 1.05% | 26 |
|
|
2024
Q3 | $112M | Sell |
532,798
-42,368
| -7% | -$8.93M | 0.98% | 30 |
|
|
2024
Q2 | $116M | Buy |
575,166
+96,215
| +20% | +$19.5M | 1.04% | 23 |
|
|
2024
Q1 | $95.9M | Sell |
478,951
-11,763
| -2% | -$2.36M | 0.97% | 27 |
|
|
2023
Q4 | $83.5M | Buy |
490,714
+21,417
| +5% | +$3.64M | 0.93% | 29 |
|
|
2023
Q3 | $68.1M | Sell |
469,297
-100,209
| -18% | -$14.5M | 0.85% | 28 |
|
|
2023
Q2 | $82.8M | Buy |
569,506
+62,484
| +12% | +$9.09M | 0.92% | 28 |
|
|
2023
Q1 | $66.1M | Buy |
507,022
+15,855
| +3% | +$2.07M | 0.85% | 32 |
|
|
2022
Q4 | $65.9M | Buy |
491,167
+21,620
| +5% | +$2.9M | 0.94% | 31 |
|
|
2022
Q3 | $49.1M | Sell |
469,547
-42,729
| -8% | -$4.47M | 0.72% | 42 |
|
|
2022
Q2 | $57.7M | Sell |
512,276
-85,485
| -14% | -$9.63M | 0.76% | 37 |
|
|
2022
Q1 | $81.5M | Buy |
597,761
+2,531
| +0.4% | +$345K | 0.78% | 38 |
|
|
2021
Q4 | $94.3M | Buy |
595,230
+16,884
| +3% | +$2.67M | 0.78% | 36 |
|
|
2021
Q3 | $94.7K | Sell |
578,346
-7,771
| -1% | -$1.27K | 0.24% | 33 |
|
|
2021
Q2 | $91.2M | Sell |
586,117
-45,632
| -7% | -$7.1M | 0.79% | 33 |
|
|
2021
Q1 | $96.2M | Sell |
631,749
-108,187
| -15% | -$16.5M | 0.92% | 28 |
|
|
2020
Q4 | $94M | Buy |
739,936
+13,767
| +2% | +$1.75M | 0.82% | 30 |
|
|
2020
Q3 | $69.9M | Sell |
726,169
-67,678
| -9% | -$6.52M | 0.76% | 31 |
|
|
2020
Q2 | $74.7M | Sell |
793,847
-89,411
| -10% | -$8.41M | 0.87% | 30 |
|
|
2020
Q1 | $79.5M | Sell |
883,258
-44,439
| -5% | -$4M | 1.1% | 26 |
|
|
2019
Q4 | $129M | Sell |
927,697
-135,396
| -13% | -$18.9M | 1.43% | 16 |
|
|
2019
Q3 | $125M | Sell |
1,063,093
-119,224
| -10% | -$14M | 1.43% | 15 |
|
|
2019
Q2 | $132M | Sell |
1,182,317
-539,125
| -31% | -$60.3M | 1.41% | 15 |
|
|
2019
Q1 | $174M | Sell |
1,721,442
-175,859
| -9% | -$17.8M | 1.67% | 10 |
|
|
2018
Q4 | $185M | Sell |
1,897,301
-114,481
| -6% | -$11.2M | 1.92% | 10 |
|
|
2018
Q3 | $227M | Sell |
2,011,782
-241,857
| -11% | -$27.3M | 1.86% | 10 |
|
|
2018
Q2 | $235M | Sell |
2,253,639
-5,774
| -0.3% | -$602K | 1.9% | 9 |
|
|
2018
Q1 | $248M | Sell |
2,259,413
-129,110
| -5% | -$14.2M | 2.02% | 7 |
|
|
2017
Q4 | $255M | Sell |
2,388,523
-236,227
| -9% | -$25.3M | 2.06% | 7 |
|
|
2017
Q3 | $251M | Sell |
2,624,750
-41,927
| -2% | -$4M | 1.99% | 7 |
|
|
2017
Q2 | $244M | Sell |
2,666,677
-148,299
| -5% | -$13.6M | 2.02% | 5 |
|
|
2017
Q1 | $247M | Sell |
2,814,976
-477,188
| -14% | -$41.9M | 2.06% | 4 |
|
|
2016
Q4 | $284M | Sell |
3,292,164
-42,469
| -1% | -$3.66M | 2.14% | 2 |
|
|
2016
Q3 | $222M | Sell |
3,334,633
-195,254
| -6% | -$13M | 1.69% | 10 |
|
|
2016
Q2 | $219M | Sell |
3,529,887
-188,539
| -5% | -$11.7M | 1.66% | 9 |
|
|
2016
Q1 | $220M | Buy |
3,718,426
+345,548
| +10% | +$20.5M | 1.62% | 9 |
|
|
2015
Q4 | $223M | Sell |
3,372,878
-109,268
| -3% | -$7.21M | 1.6% | 9 |
|
|
2015
Q3 | $212M | Buy |
3,482,146
+88,233
| +3% | +$5.38M | 1.52% | 11 |
|
|
2015
Q2 | $230M | Sell |
3,393,913
-891,193
| -21% | -$60.4M | 1.48% | 11 |
|
|
2015
Q1 | $260M | Sell |
4,285,106
-861,083
| -17% | -$52.2M | 1.25% | 12 |
|
|
2014
Q4 | $322M | Sell |
5,146,189
-285,207
| -5% | -$17.8M | 1.35% | 9 |
|
|
2014
Q3 | $327M | Buy |
5,431,396
+149,601
| +3% | +$9.01M | 1.32% | 7 |
|
|
2014
Q2 | $304M | Sell |
5,281,795
-332,385
| -6% | -$19.2M | 1.25% | 7 |
|
|
2014
Q1 | $341M | Sell |
5,614,180
-12,567
| -0.2% | -$763K | 1.42% | 6 |
|
|
2013
Q4 | $329M | Buy |
5,626,747
+13,066
| +0.2% | +$764K | 1.39% | 7 |
|
|
2013
Q3 | $290M | Buy |
5,613,681
+5,044
| +0.1% | +$261K | 1.34% | 10 |
|
|
2013
Q2 | $296M | Buy |
+5,608,637
| New | +$296M | 1.46% | 6 |
|