TD Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Buy |
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|
2025
Q1 | $165K | Sell |
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|
2024
Q4 | $188K | Sell |
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|
2024
Q3 | $175K | Buy |
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|
2024
Q2 | $157K | Sell |
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|
2024
Q1 | $166K | Buy |
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|
2023
Q4 | $132K | Sell |
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|
2023
Q3 | $171K | Buy |
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|
2023
Q2 | $172K | Buy |
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|
2023
Q1 | $154K | Sell |
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|
2022
Q4 | $167K | Buy |
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|
2022
Q3 | $123K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $189K | Sell |
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|
2021
Q3 | $208K | Buy |
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|
2021
Q2 | $197K | Buy |
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|
2021
Q1 | $193K | Buy |
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|
2020
Q4 | $157K | Buy |
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|
2020
Q3 | $119K | Buy |
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|
2020
Q2 | $107K | Buy |
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|
2020
Q1 | $93K | Buy |
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|
2019
Q4 | $130K | Sell |
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|
2019
Q3 | $119K | Hold |
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|
2019
Q2 | $113K | Hold |
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|
2019
Q1 | $103K | Hold |
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|
2018
Q4 | $99K | Hold |
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|
2018
Q3 | $114K | Sell |
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|
2018
Q2 | $117K | Hold |
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|
2018
Q1 | $123K | Hold |
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|
2017
Q4 | $120K | Hold |
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|
2017
Q3 | $107K | Buy |
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|
2017
Q2 | $84K | Buy |
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|
2017
Q1 | $81K | Buy |
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|
2016
Q4 | $79K | Buy |
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|
2016
Q3 | $61K | Buy |
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|
2016
Q2 | $7K | Hold |
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|
2016
Q1 | $6K | Hold |
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|
2015
Q4 | $7K | Hold |
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|
2015
Q3 | $7K | Hold |
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|
2015
Q2 | $7K | Hold |
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|
2015
Q1 | $7K | Sell |
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|
2014
Q4 | $28K | Buy |
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|
2014
Q3 | $27K | Buy |
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|
2014
Q2 | $25K | Buy |
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|
2014
Q1 | $27K | Buy |
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|
2013
Q4 | $25K | Buy |
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|
2013
Q3 | $22K | Buy |
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|
2013
Q2 | $23K | Buy |
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