TCM
TD Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Buy |
1,093
+421
| +63% | +$122K | 0.03% | 94 |
|
|
2025
Q1 | $165K | Sell |
672
-111
| -14% | -$27.2K | 0.02% | 123 |
|
|
2024
Q4 | $188K | Sell |
783
-49
| -6% | -$11.7K | 0.02% | 112 |
|
|
2024
Q3 | $175K | Buy |
832
+55
| +7% | +$11.6K | 0.02% | 116 |
|
|
2024
Q2 | $157K | Sell |
777
-50
| -6% | -$10.1K | 0.02% | 117 |
|
|
2024
Q1 | $166K | Buy |
827
+50
| +6% | +$10K | 0.02% | 114 |
|
|
2023
Q4 | $132K | Sell |
777
-406
| -34% | -$69K | 0.02% | 116 |
|
|
2023
Q3 | $171K | Buy |
1,183
+3
| +0.3% | +$435 | 0.02% | 102 |
|
|
2023
Q2 | $172K | Buy |
1,180
+2
| +0.2% | +$291 | 0.02% | 98 |
|
|
2023
Q1 | $154K | Sell |
1,178
-64
| -5% | -$8.34K | 0.02% | 102 |
|
|
2022
Q4 | $167K | Buy |
1,242
+69
| +6% | +$9.26K | 0.02% | 91 |
|
|
2022
Q3 | $123K | Buy |
+1,173
| New | +$123K | 0.02% | 110 |
|
|
2022
Q1 | – | Sell |
-1,191
| Closed | -$189K | – | 231 |
|
|
2021
Q4 | $189K | Sell |
1,191
-79
| -6% | -$12.5K | 0.02% | 91 |
|
|
2021
Q3 | $208K | Buy |
1,270
+2
| +0.2% | +$328 | 0.03% | 82 |
|
|
2021
Q2 | $197K | Buy |
1,268
+2
| +0.2% | +$311 | 0.02% | 77 |
|
|
2021
Q1 | $193K | Buy |
1,266
+27
| +2% | +$4.12K | 0.03% | 74 |
|
|
2020
Q4 | $157K | Buy |
1,239
+3
| +0.2% | +$380 | 0.02% | 69 |
|
|
2020
Q3 | $119K | Buy |
1,236
+101
| +9% | +$9.72K | 0.02% | 72 |
|
|
2020
Q2 | $107K | Buy |
1,135
+101
| +10% | +$9.52K | 0.02% | 72 |
|
|
2020
Q1 | $93K | Buy |
1,034
+100
| +11% | +$8.99K | 0.02% | 69 |
|
|
2019
Q4 | $130K | Sell |
934
-79
| -8% | -$11K | 0.02% | 66 |
|
|
2019
Q3 | $119K | Hold |
1,013
| – | – | 0.02% | 65 |
|
|
2019
Q2 | $113K | Hold |
1,013
| – | – | 0.02% | 63 |
|
|
2019
Q1 | $103K | Hold |
1,013
| – | – | 0.02% | 64 |
|
|
2018
Q4 | $99K | Hold |
1,013
| – | – | 0.02% | 64 |
|
|
2018
Q3 | $114K | Sell |
1,013
-109
| -10% | -$12.3K | 0.03% | 56 |
|
|
2018
Q2 | $117K | Hold |
1,122
| – | – | 0.03% | 53 |
|
|
2018
Q1 | $123K | Hold |
1,122
| – | – | 0.04% | 48 |
|
|
2017
Q4 | $120K | Hold |
1,122
| – | – | 0.03% | 51 |
|
|
2017
Q3 | $107K | Buy |
1,122
+198
| +21% | +$18.9K | 0.03% | 57 |
|
|
2017
Q2 | $84K | Buy |
924
+5
| +0.5% | +$455 | 0.03% | 59 |
|
|
2017
Q1 | $81K | Buy |
919
+4
| +0.4% | +$353 | 0.02% | 59 |
|
|
2016
Q4 | $79K | Buy |
915
+6
| +0.7% | +$518 | 0.02% | 57 |
|
|
2016
Q3 | $61K | Buy |
909
+800
| +734% | +$53.7K | 0.02% | 59 |
|
|
2016
Q2 | $7K | Hold |
109
| – | – | ﹤0.01% | 115 |
|
|
2016
Q1 | $6K | Hold |
109
| – | – | ﹤0.01% | 116 |
|
|
2015
Q4 | $7K | Hold |
109
| – | – | ﹤0.01% | 114 |
|
|
2015
Q3 | $7K | Hold |
109
| – | – | ﹤0.01% | 118 |
|
|
2015
Q2 | $7K | Hold |
109
| – | – | ﹤0.01% | 126 |
|
|
2015
Q1 | $7K | Sell |
109
-339
| -76% | -$21.8K | ﹤0.01% | 124 |
|
|
2014
Q4 | $28K | Buy |
448
+3
| +0.7% | +$188 | 0.01% | 104 |
|
|
2014
Q3 | $27K | Buy |
445
+3
| +0.7% | +$182 | 0.01% | 105 |
|
|
2014
Q2 | $25K | Buy |
442
+3
| +0.7% | +$170 | 0.01% | 103 |
|
|
2014
Q1 | $27K | Buy |
439
+3
| +0.7% | +$185 | 0.01% | 100 |
|
|
2013
Q4 | $25K | Buy |
436
+4
| +0.9% | +$229 | 0.01% | 107 |
|
|
2013
Q3 | $22K | Buy |
432
+3
| +0.7% | +$153 | 0.01% | 136 |
|
|
2013
Q2 | $23K | Buy |
+429
| New | +$23K | 0.01% | 136 |
|